The Motley Fool

FEBRUARY 19, 2024

A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. These offices can be set up for a specific family and handle their finances exclusively, or cater to multiple high-net-worth families.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

JULY 28, 2023

But other than that, we continue to invest pretty heavily in our talent, and we would expect to do so coming in the future. I know you had highlighted difficult comp on performance fees in the quarter. Weston Bloomer -- UBS -- Analyst Great, thank you. And then, my second question is on wealth solutions' organic.

Capital 100

Capital Business Services Debt Liabilities 100

The Big Picture

FEBRUARY 28, 2023

That’s kind of unusual these days, you went straight to the Partners Group after you got a Bachelor’s in Finance from Brigham Young University and the Marriott School of Management, and you’ve stayed there your entire career. That seems to be inordinately lengthy compared to the way traditional finance operates.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

MARCH 27, 2023

How did you end up in finance? Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. Well, by the time I got to Stanford, I pretty much knew I wanted to be in finance, but where I started was at Lehman Brothers in New York before Stanford, and that was serendipity really.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Big Picture

JUNE 13, 2023

So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs. I joined, effectively, Deutsche Bank. And there was no hint at the time that I would be heading into finance.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. In terms of credit performance this quarter, credit costs were 2.6 Next, the commercial and investment bank on Page 6. NIR ex-markets was up 3.1

Banks 243

Banks Investment Banking Investment Banks Capital 243