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Partners in Planning Financial Services - Kathle

www.berglundtaylor.com

 
Partners in Planning Financial Services Ltd. - Kathleen Berglund is a Burlington, ON-based company in the Financial Services sector.
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million

Executives

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GAM

We are an independent global asset management firm built by investors, for investors. We excel by focusing on truly active management of differentiated investment strategies. With a 35-year heritage, we invest our clients` capital using active strategies across discretionary, systematic and specialist solutions. As our industry evolves, we develop new products with global appeal and attractive returns to access new pools of client assets and to adapt to our clients` changing needs. Collectively we manage CHF 158.7 billion in assets for institutions, financial advisers and private investors. Our investment professionals, who on average have more than 14 years of industry experience, manage CHF 84.4 billion in client assets. In addition to investment management, we also offer private labelling solutions, such as management company and other support services, to third parties – a business that has grown to CHF 74.3 billion in assets over the past two decades. With more than 900 people in 13 countries, we are a truly global firm in scale and resources, yet small enough to remain nimble and flexible to meet clients` needs. By focusing on superior investment returns, a differentiated product offering, global distribution strength and operating efficiency we seek to deliver sustainable growth for all stakeholders.