Paula Seligson’s Post

🚀 Powerful results fueled by innovative approaches 🚀 We faced a significant challenge in finding a home for our multi-billion-dollar practice with global reach presence. What drew us to Raymond James was its leading Technology and Services Sectors Investment Banking capabilities, which cater specifically for middle-market clients throughout North America and Europe. RJ’s investment banking capabilities encompass 14 sectors, offering comprehensive range of products, including M&A advisory, sales and divestitures, takeover defenses, private equity placement, debt origination, and public equities. It perfectly matched our clients’ areas of interest and geographic focus. In addition to the middle market coverage, senior bankers are well-versed in assisting high-net-worth business owners in securing the capital they need to build their company and execute an exit strategy for selling their business. Combining our team's unparalleled pre-liquidity planning knowledge and capabilities with our customized strategies yields powerful results. We guide in establishing fair market value for their business, applying tax mitigation and estate planning strategies to maximize the after-tax results for future generations to come. At Raymond James, we share a common belief that It all begins with listening to people and assessing their true needs and goals. #RaymondJames #AGSWealthManagementGroupofRaymondJames #AGS #WealthManagement #UHNW #Innovation #Technology

J.P. Morgan Private Bank has recently released their 2024 family office report which highlights how the wealthiest families in the world are investing their capital and River X is very much aligned with their thinking. A major takeaway was that family offices are allocating 46% of their total portfolio in alternative investments such as private credit, private equity, real estate and venture capital in search of higher returns and lower volatility while maintaining just a 26% exposure to public equities. If you would like any further information on investing in these asset classes then please do not hesitate to reach out . #familyoffice #privatecredit #privateequity #realestate

La Trobe Financial has partnered with Morgan Stanley to launch a new fund, giving Australian investors access to the U.S. private credit market. In this The Australian Financial Review article, our CEO Chris Andrews and Jeffrey Day, Head of Capital Markets & Business Development at Morgan Stanley share their insights on the U.S. private credit market, its potential, and why Australian investors are eager to seize the opportunity.  Read more: https://lnkd.in/gEUFMQPJ #LaTrobeFinancial #PrivateCredit #InvestmentOpportunities #USPrivateCredit #Finance #Investing

The exodus continues out of Merrill Lynch. The moves of choice are primarily to UBS in more of a lateral move, and 50% are opting for independence. Lindsay Hans and Eric Shimpf threw advisors a bone with the recent grid announcement, but it likely is too little too late. Advisors are well advised to consider their options, if staying remains the best choice, at least there is confidence around that decision. If not, UBS and independent platforms are offering sensational deals! #wealthmanagement #financialadvisors #merrilllynch #ubs #independence https://lnkd.in/eJYSyuEy

🥊 Family Office Report Showdown! 🥊 Two major reports, two different takes on the family office landscape. 🥊 UBS highlights a surge in bond investments, 📈 while J.P. Morgan emphasizes the importance of family legacy. 🤝 Who's right? 🤔 You decide! 🧐 #FamilyOffices #UBS #JPMorgan #Investing

What a privilege to spend the past three days with my collegues at the annual Private Wealth Conference. Some of my favorite quotes and insights from the meeting… “Growth comes from better recipes, not more cooking” - Luke Williams, Author of Disrupt “If you only change when you are proven wrong, you’re too late” - Luke Williams “Within finance, you don’t get big by being bad. You have to be good” - Stephen A. Schwarzman, Chairman, CEO & Co- Founder of Blackstone “UBS will be one of the winners in the future of the wealth management business. If you are a very wealthy individual, you will have 3 or 4 firms. With its global reach, UBS will be one of them…the other spots are up for grabs” - Michael Gitlin, Capital Group CEO “Cash is a decaying asset. You have 18-24 months before money market funds are yielding 3%, so now is the window to extend duration.” - Michael Gitlin “The Credit Suisse acquisition will add 40% more to our Wealth Management bottom line, enabling us to reinvest in our strategic focus - the U.S.” - Iqbal Khan, UBS President of Global Wealth Mangement _____ #founders #privatewealth #economy

Famous UBS "Billionaire Ambitions Report" 2023 focuses mainly on #succession and the challenges for wealthy families over the next 20-30 years. Generational change will be the driver for interesting M&A deals and new investments. Great read for all private bankers, investment bankers, family offices, asset managers as well as for all heirs. #privatebanking #investmentbanking #successionplanning #wealthmanagement #familyoffice #assetmanagement

"Katie Janda, CFA, CEPA, CDFA joined Morgan Stanley as a client associate in 2021 after a career performing due diligence on alternative investments, according to LinkedIn." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

  Morgan Stanley is one of the world's largest financial service firms, providing investment banking, wealth management, and investment advice to clients around the globe. Founded in 1935 by Henry S. Morgan and Harold Stanley, the company was originally known as Morgan Stanley & Co., and it quickly rose to become a powerhouse on Wall Street. But how did it get to this point? #acquisitions #ChinaConstructionBank #DiscoverCard #financialservice #globalfinancialmarkets #HaroldStanley #HenrySMorgan #History #HistoryofMorganStanley #investmentbanking #MorganStanley #SmithBarney #StoryofMorganStanley #uber #wealthmanagement

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