Top 5 Asset Management Picks for 2014

40 %
60 %
Information about Top 5 Asset Management Picks for 2014
Business & Mgmt

Published on February 27, 2014

Author: SlaterTater



Asset management as an industry has done well the past few years. Going into 2014, my picks are Evergreen, JP Morgan, Lazard, Covestor and Merrill Lynch.


WHAT IS ASSET MANAGEMENT?  As defined by Wikipedia, asset management is “…a systematic process of operating, maintaining, upgrading, and disposing of assets costeffectively.”

MY TOP 5 PICKS FOR ASSET MANAGEMENT 1. Evergreen Asset Management 2. JP Morgan Chase 3. Merrill Lynch 4. Lazard 5. Covestor

Profile Founded: 1988 CEO: John Voigt Headquarters: Gig Harbor, Washington Relatively young but experienced asset management firm, one of the leaders in the field in the Puget Sound area.  Promotes itself as a broad asset management business capable of running products and services for multiple industries.  Official Title Sponsor of Race For A Soldier in 2013. 

Profile Founded: 1871 CEO: Jamie Dimon Headquarters: New York, New York Several dozen offices world wide in Pacific Asia, North America and Europe.  One of the largest asset management firms in the world, managing an estimated $1.5 trillion.  Recently celebrated 25 years of asset management presence in Germany. 

Profile Founded: 1914 CEO: Brian Moynihan Headquarters: New York, New York Wealth management division for Bank of America, occupies the entire Four Worlds Financial Center building.  Acquired by Bank of America in 2008 after being publicly traded for decades.  Manages over $2,2 trillion in client assets. 

Profile Founded: 1848 CEO: Kenneth Jacobs Headquarters: New York, New York Total assets under management estimated to be roughly $163 billion.  Founded by three French brothers as a dry goods merchandise store that expanded into banking.  Recently reported one of their strongest quarters ever for 4Q 2013. 

Profile Founded: 2006 CEO: Asheesh Advani Headquarters: Boston, Massachusetts A modern, online investment management platform that provides everyday investors to managed account services.  Allows investors to mirror their trades with a selected portfolio manager with a compatible strategy. 

Add a comment

Related presentations

Related pages

Special Reports | Investment & Pensions Europe

Editor's Picks; Pensions. Pensions. Pensions; ... Top 400 Asset Managers 2015: ... The results give a broad overview of the global asset management sector, ...
Read more

Jason Donville's top picks: Constellation Software, CGI ...

Top Picks from Jason Donville, CEO, Donville Kent Asset Management.
Read more

Three top stock picks from Donville Kent’s Jason ...

Three top stock picks from ... Jason Donville is president and CEO of Donville Kent Asset Management. his ... Globe Investor is part of The Globe and Mail ...
Read more

Top Asset Management Firms - Banks around the World

Top Asset Management Firms . Following are the top 10 and top 40 largest asset managers in the world ranked ... 12/31/2014: 7: J.P. Morgan Asset Management ...
Read more

Top 5 Free Press Release Distribution Sites

There are a lot of free press release distribution sites out there, but here are our top 5 picks ... Digital Asset Management WebDAM ...
Read more

5 Most Popular Top Ranked Mutual Funds - March 28, 2014 ...

5 Most Popular Top Ranked Mutual Funds. ... the assets under management, ... The fund had net assets of $65,602.00 million as of Feb 2014.
Read more

Jason Donville's top picks: Constellation Software, Delphi ...

Top picks from Jason Donville, President and CEO, Donville Kent Asset Management Inc.
Read more

The top 100 picks for 2014 | The Australian

The top 100 picks for 2014 by: Tim Blue ; ... 5 Guildford Coal ... 84 Five Oceans Asset Management Wholesale World Fund .
Read more

America’s Top 40 Wealth Management Firms - Barron's

Barron’s exclusive ranking of the Top 40 managers of accounts of $5 ... America’s Top 40 Wealth Management ... share of the top 40’s assets ...
Read more