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Wise investor
Exciting news - we have been named to the 2025 Barron’s Top 250 Private Wealth Management Teams - our highest ranking ever on this prestigious list! Even more proudly, we are the only team in Virginia to receive this distinction.
This recognition reflects our unwavering commitment to delivering exceptional financial guidance and personalized service to our clients.
Check it out:
https://www.raymondjames.com/thewiseinvestorgroup/working-with-us/recognitions/2025/06/03/barrons-top-250-private-wealth-management-teams
#BarronsTop250 #WealthManagement #ClientFocused #TheWiseInvestorGroup #ProudMoment
Barron’s Top 250 Private Wealth Management Teams 2025, is based on the period from 1/1/2024 to 12/31/2024 and was released on 5/09/2025. Of 1,560 considered, 250 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More:
bit.ly/4jTmQpV
facebook 美国
9507
热度
108861
展示估值
100
投放天数
2025-06-11
最新发现
Dynamic commerce
With over 20 years of experience, Pieter brings a wealth of financial expertise to Capstone Asset Management. His impressive career spans roles as CFO in leading organizations, including Dueck Auto Group, SNAP Financial Group, and Development Bank of Southern Africa.
Skilled in financial strategy, financial modelling, and leadership, Pieter has a track record of driving growth and innovation. With certifications as a Chartered Accountant in Canada and South Africa, and a Master’s in Commerce, Pieter’s strategic mindset is an invaluable asset to our team.
“With Pieter’s broad wealth of experience as a CFO, coupled with his calm and measured approach, he will lead with precision and purpose, ensuring our clients and team achieve success in the dynamic world of wealth management,” said Glenn Murray, President and CEO of Capstone.
Click here to learn more about Pieter de la Rey:
https://bit.ly/4hsJJzk
facebook 加拿大
9622
热度
113125
展示估值
226
投放天数
2025-02-05
最新发现
Seamless pension
Following the resounding success of its debut Wealth Centre in Karachi, – JS Investments, proudly announces the launch of Lahore’s first Digital Wealth Centre, marking a transformative step in the country’s wealth management sector.
The new facility in DHA Phase 6, Lahore, is designed to empower clients with seamless, self-service financial tools and expert guidance.
In addition, JS Investments introduces a ground-breaking digital account opening solution tailored for Separately Managed Account (SMA) clients. This unified process streamlines the opening of bank, brokerage, and investment accounts through a one-window solution, enhancing convenience and ensuring an integrated financial journey for clients.
Learn More:
https://jsil.com/wp-content/uploads/2024/12/JS-Investments-Unveils-Lahore%E2%80%99s-First-Digital-Wealth-Centre.pdf
Visit Now:
https://www.google.com/maps?q=31.484086990356445,74.45515441894531&z=17&hl=en
#JSInvestments #WealthCentre #Lahore #Finance #Investing #Money #StockMarket #Wealth
facebook 巴基斯坦
10922
热度
125682
展示估值
261
投放天数
2025-01-01
最新发现