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

Investment Management Operations

コンテンツは Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

4M ago 38:48

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

52 つのエピソード

published 4M ago