Artwork

内容由Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert提供。所有播客内容(包括剧集、图形和播客描述)均由 Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Player FM -播客应用
使用Player FM应用程序离线!

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

38:48
 
分享
 

Manage episode 444141058 series 3492116
内容由Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert提供。所有播客内容(包括剧集、图形和播客描述)均由 Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

  continue reading

47集单集

Artwork
icon分享
 
Manage episode 444141058 series 3492116
内容由Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert提供。所有播客内容(包括剧集、图形和播客描述)均由 Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

  continue reading

47集单集

所有剧集

×
 
Loading …

欢迎使用Player FM

Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。

 

快速参考指南