Gregg Sommer
US Financial Intermediaries Segment Leader
Investors look to their wealth managers and financial intermediaries to help them build well-diversified portfolios, source and access high-quality asset managers and strategies, invest in a sustainable manner, monitor risks and manage overall investment costs.
Building and managing investment portfolios takes time, precision and focus. For wealth managers and financial intermediaries, there are a range of additional challenges that limit their time to providing exceptional service to clients. These include sourcing and selecting traditional and private market opportunities from a global universe, integrating and monitoring environmental, sustainability and governance (ESG) considerations, managing operational demands and costs, competitor differentiation and navigating complex regulatory environments.
Leveraging our extensive, research, advice and implementation services and range of investment solutions, we can help you build portfolios that are designed to potentially deliver future growth. Below are five benefits of working with us in which we aim to help you achieve your investment goals.
Investors look to their wealth managers and financial intermediaries to help them build well-diversified portfolios, source and access high-quality asset managers and strategies, invest in a sustainable manner, monitor risks and manage overall investment costs.
Building and managing investment portfolios takes time, precision and focus. For wealth managers and financial intermediaries, there are a range of additional challenges that limit their time to providing exceptional service to clients. These include sourcing and selecting traditional and private market opportunities from a global universe,
integrating and monitoring environmental, sustainability and governance (ESG) considerations, managing operational demands and costs, competitor differentiation and navigating complex regulatory environments.
Leveraging our extensive, research, advice and implementation services and range of investment solutions, we can help you build portfolios that are designed to deliver future growth. Below are five benefits of working with us to help you achieve your investment goals.
We understand that wealth managers and financial intermediaries have a wide range of challenges and priorities and are well equipped to support you through the breath of our capabilities and our flexible operating model.
Amit Popat, Partner and International Business Leader details the ways we can flex to support your in-house research function.
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