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  2. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts , it has offices in London , Tokyo , Frankfurt , Sydney , and Singapore . [2]

  3. Michael Larson (businessman) - Wikipedia

    en.wikipedia.org/wiki/Michael_Larson_(businessman)

    Born. October 1959 (age 64) Sacramento, California, US. Academic career. Alma mater. Claremont McKenna College (BA) University of Chicago (MBA) Michael Larson (born October 1959) is an American money manager. He is the chief investment officer for the Bill & Melinda Gates Foundation, and Bill Gates ' personal fortune through Cascade Investment.

  4. Fiduciary Trust Company International - Wikipedia

    en.wikipedia.org/wiki/Fiduciary_Trust_Company...

    Fiduciary Trust Company International is a United States-based wealth management firm that provides investment management and wealth management services. It has served high-net-worth families, foundations, and endowments since 1931. [1] As of 2019, the firm had $71 billion in assets under administration and management, serving clients in 48 ...

  5. Franklin Templeton Investments - Wikipedia

    en.wikipedia.org/wiki/Franklin_Templeton_Investments

    Putnam Investments subsidiary, PanAgora Asset Management would not be included in the acquisition. The deal was completed in January 2024. In August 2023, Bloomberg News reported that Franklin Templeton executives in China were mandated to attend courses on Xi Jinping Thought. Mutual funds and ETFs. Franklin Templeton has 455 open-ended mutual ...

  6. Marsh McLennan - Wikipedia

    en.wikipedia.org/wiki/Marsh_McLennan

    Marsh McLennan (NYSE: MMC) is the world’s leading professional services firm in the areas of risk, strategy and people. The Company’s more than 85,000 colleagues advise clients in over 130 countries. With annual revenue of $23 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market ...

  7. Western Asset Management Company - Wikipedia

    en.wikipedia.org/wiki/Western_Asset_Management...

    www .westernasset .com. Western Asset Management Company is a global fixed-income investment firm headquartered in Pasadena, California, with nine offices on five continents [2] and $484.5 billion in assets under management as of December 31, 2020. The firm offers institutional and retail investors a broad range of core, sector-specific, and ...

  8. Empower (financial services) - Wikipedia

    en.wikipedia.org/wiki/Empower_(financial_services)

    Rating. Fitch: AA (2020) Moody's: Aa3 (2020) S&P: AA (2020) AM Best: A+ (2020) Website. empower .com. Empower is a retirement plan recordkeeping financial holding company based in Greenwood Village, Colorado, United States. [7] It is the second-largest retirement plan provider in the United States.

  9. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    Private. [1] Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...

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