Kevin Moran, COO – AlTi Tiedemann Global (EP.39)

Investment Management Operations

المحتوى المقدم من Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

2M ago 38:48

MP3•منزل الحلقة

Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets.

Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients.

He shares his thoughts on M&A as a function of organic growth, unique investment strategies, and strategic succession planning.

We also cover the sales process for the UHNW space and how to apply client service on a global basis with a local touch.

Learn More

Follow Capital Allocators at @tseides or LinkedIn

Subscribe to the mailing list

Access transcript with Premium Membership

47 حلقات

#Trading #Business #Ted Seides – Allocator and Asset Management Expert #Asset Management Expert #Ted Seides – Allocator