Dan Cooper from Thompson Street Capital Partners will be attending next week’s Wealth Stack Conference in Hollywood, Florida. Please reach out if you would like to connect and learn more about our approach to partnering with wealth management technology and services businesses. To learn more visit: https://lnkd.in/dGYp4Tgn #WMEDGE #technology Wealth Management EDGE
Thompson Street Capital Partners’ Post
More Relevant Posts
-
As private wealth continues to rise and family offices expand their investment horizons, asset managers are stepping up with innovative solutions. Discover how they're meeting the demand head-on in our latest factsheet. Download now: https://okt.to/gthEpx #assetmanagers #privatewealth #alternativeinvestments #privatemarketdata
To view or add a comment, sign in
-
AssetMark looks forward to meeting financial advisors at Cambridge Investment Research, Inc.’s Ignite in the Denver area this week. If you’re there, don’t miss VP of Enterprise Consulting Melissa Intezar (Mrazek)’s session, Assessing Your Business to Drive Efficiencies and Enhance Value, and VP of Business Development Norman Pia's presentation, Building A Winning Business with AssetMark. #wealthmanagement #financialadvisors #AssetMark
To view or add a comment, sign in
-
Global Lead, Associate Director, Wealth and Asset Management - Brand, Marketing and Communications at EY
It was a beautiful day to brainstorm at EY’s One Manhattan West (1MW) with Olaf Toepfer (dialing in from Switzerland), Urs Palmieri, Kaulin McKowen and Louis Moran about phase 2 of our global wealth management campaign launch. We just published an article on intergenerational wealth transfer and an industry report covering 20 key concepts for success in wealth management. Fired up about our new hashtag: #EYGlobalCenterforWealthManagement #GlobalWealthManagement ✅✅
To view or add a comment, sign in
-
Director | Family Office Research | Global Thought Leadership | Executive Leadership | Senior Advisory
As the wealth and asset management industry continues to consolidate, BlackRock's acquisition of Preqin stands out as a strategic move. Large firms are expanding to provide comprehensive services and effectively manage investments. What does this acquisition mean for clients? ● BlackRock's acquisition of Preqin brings advanced analytics for enhanced performance benchmarking, fee tracking, and portfolio monitoring. ● Clients will benefit from increased insights for making well-informed investment decisions. ● The integration will streamline fund administration processes post-acquisition. Access the full press release here: https://lnkd.in/eUBwqQmU #assetmanagement #industryconsolidation #clientservices #research #collaboration #BlackRock #Preqin
Press Release - Newsroom | BlackRock
blackrock.com
To view or add a comment, sign in
-
🚀 #LynkPort is where connections between asset managers and top-tier financial advisors flourish, shaping the future of portfolio strategies and alternative investments Learn more at: https://lnkd.in/ernHUCb9
To view or add a comment, sign in
-
AssetMark looks forward to meeting financial advisors at Park Avenue Securities’ Wealth Management Masters in Austin this week. If you’re there, don’t miss Business Consultant Wayne Hewett’s breakout session “Developing and Empowering Your Team.”#wealthmanagement #financialadvisors #AssetMark
To view or add a comment, sign in
-
🔗 Linking the wealth value chain (Part I) We're excited to launch the first post in our series, focusing on an area that is a key part of our firm's DNA: wealth management. With a strong footprint in both Europe and the United States, and a diverse wealth portfolio spanning ventures, growth and buyout, we're looking forward to sharing some of our insights as a financial technology and services focused investment firm. This series aims to link up the different elements that make up this sector, providing a closer look at the innovations and strategies that we believe are shaping the future of wealth management. Curious to understand how innovations spanning two decades in public markets can inform the developments in private markets? – Keep reading! #linkingthevaluechain #wealthmanagement #motiveventures
To view or add a comment, sign in
-
🚨 Last Reminder! 🚨 Join us TODAY at 12 noon PT for an exclusive financial webinar. Limited seating is available for our in-person lunch session; providing a comfortable and intimate setting, or you can join us via Zoom. Don’t miss this chance to learn from Brandon Gallegos, VP at Blackstone Private Wealth, the world’s largest alternative investment manager. RSVP now to secure your spot at d.medina@lpl.com! #FinancialWebinar #InvestSmart #LimitedSeating #RSVPNow
To view or add a comment, sign in
-
💼 Ready to level up your financial game? Join us today at noon PT for an exclusive webinar with Blackstone! With a very limited seats available—secure yours now! #FinancialGrowth #InvestmentInsights #Finance
🚨 Last Reminder! 🚨 Join us TODAY at 12 noon PT for an exclusive financial webinar. Limited seating is available for our in-person lunch session; providing a comfortable and intimate setting, or you can join us via Zoom. Don’t miss this chance to learn from Brandon Gallegos, VP at Blackstone Private Wealth, the world’s largest alternative investment manager. RSVP now to secure your spot at d.medina@lpl.com! #FinancialWebinar #InvestSmart #LimitedSeating #RSVPNow
To view or add a comment, sign in
-
The number of family offices worldwide has tripled since 2019, leading to competition among private equity firms, hedge funds, and venture capital firms to attract their investments. Family offices now manage over $6 trillion and have the highest allocation to hedge funds of any type of institutional investor. Private equity firms like Blackstone, KKR, and The Carlyle Group are aggressively targeting the family office market, which is viewed as a substantial and growing opportunity. Mirador, Inc.’s team of experts uses cutting-edge technology to aggregate and organize your assets, allowing you to make smarter financial decisions for your firm. Our custom-tailored financial reporting can identify opportunities and risks previously hidden, regardless of investment type, location, or value. Read more from the CNBC article by Robert Frank below. #FamilyOffice #PrivateEquity #FinancialReporting #FinancialServices #WealthManagement #HedgeFunds #VentureCapital
To view or add a comment, sign in
5,707 followers
Director of Mid-Atlantic Operations
5moEnjoy Mr. Cooper!🤩