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Client Assets Under Management

Diverse Growth that Fosters Stability

Over the years, client assets under management have become diversified across a range of countries, regions, asset classes, and client categories. As a result, we have achieved stability in many different markets that can be difficult to find in our business.

One reason we have been able to grow our firm and serve a wide range of client needs is the stability of our investment professionals. Our portfolio managers, research analysts, traders and other professionals have been with us a long time. This experience and stability help us gain the trust and confidence of our clients, and support our ability to serve them.

Well-managed and diverse growth provides many benefits to our clients, including:

  • Helping us attract and retain top industry talent
  • Giving us the flexibility to be innovative
  • Enabling us to take advantage of operating efficiencies

Total Assets Under Management