If you would like to go a step further, and use your wealth to deliver positive environmental and social outcomes, we are here to help. Our sustainability portfolios can help you make a positive impact on people and the planet as well as meeting your financial needs. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Since 1999, we’ve been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. While traditional assets like stocks and bonds are traded on the public markets, alternative investment strategies such as real estate are less sensitive to the movements of global markets. More and more investors are shifting to alternatives to help them achieve their goals.
Wealth management is about looking at an individual or family’s overall financial situation and taking steps to maximize their wealth and protect it down the line. EY Cloud Data IQ is a cloud-based data analytics platform, supported by a managed service. It provides a thin layer of automated data governance – helping asset management firms integrate data from legacy platforms, drive digital transformation and move from insight to action.
BNP Paribas Wealth Management ($424 billion)
As Lead Client Service Manager, Heather manages and supervises processes and procedures for our Service Team. Heather serves as one of the primary points of contact for Annex Wealth Management’s client service related requests. As Lead Client Service Manager, Kathy manages and supervises processes and procedures for our Service Team. Kathy serves as one of the primary points of contact for Annex Wealth Management’s client service related requests. He is a CERTIFIED FINANCIAL PLANNER® professional and Tax Practitioner and is fully qualified to give advice on all investment matters.