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JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $1.5 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its JPMorgan and Chase brands. Information about the firm is available at www.jpmorganchase.com
JPMorgan Chase & Co has enjoyed more than 130 years of success in Asia Pacific. It’s presence in the region dates back to 1872, when the firm opened their first office in Sydney. Since then, JPMorgan has expanded its network to 25 offices in 14 countries that employ more than 17,000 people. JPMorgan’s regional headquarters in Hong Kong, which has been operating for 76 years, is the company’s second biggest office outside the U.S. with more than 2,000 staff.
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New Star - an excitingly different company. Founded in June 2000 by John Duffield, New Star is an investment management company committed to offering investors superior performance across a broad range of asset classes, from equities and bonds to more specialist areas such as property. The group manages US$49.2 billion* on behalf of investors.
New Star's fund management team comprises some of the most talented and experienced fund managers in the industry and they also devote time and energy to developing the skills of younger investment professionals. The culture encourages investment teams to share and debate stock ideas within a dynamic and free-thinking environment.
New Star's managers are not forced to adhere to a house investment style. New Star believes that proven fund managers should have the freedom to back their own judgement, subject always to rigorous monitoring and control.
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Expersoft Systems provides leading-edge wealth and asset management software solutions for private and retail banks, family offices, asset managers, and other financial services firms. Founded in 1992, Expersoft currently serves over 200 clients worldwide from its headquarters
in Switzerland and through its subsidiaries and distributors in Europe, the Middle East, Asia-Pacific and North America.
Expersoft offers the comprehensive wealth management suite PM1e for analyzing, planning, implementing and controlling investments within one integrated, scalable, and easy to use environment. Its supports a truly Straight Through Process from relationship management to investment decision, order management and financial accounting.
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Founded in 1859, the National Bank of Canada is one of Canada’s major chartered banks with assets under management in excess of CDN $242.3 billion and a Canada-wide network of 448 branches and more than 17,000 employees. Its stocks are listed on the Toronto Stock Exchange.
The National Bank is an integrated group that provides comprehensive financial services to consumers, small and medium-sized enterprises and large corporations in its core market, while offering specialized services to its customers elsewhere in the world.
The Bank is an active player on international capital markets and, through its subsidiaries and other entities, is involved in securities brokerage, insurance and wealth management, as well as mutual fund and retirement plan management.
National Bank Financial, which is one of Canada’s biggest and most respected investment firms, is the National Bank of Canada’s largest business group. Headquartered in Montreal, National Bank Financial has 86 branches across Canada with over 3,000 employees and manages approximately CDN $52.5 billion for its clients. As well as providing a full range of financial services, from brokerage services and investment banking to estate planning, wealth protection and insurance products, National Bank Financial operates Canada’s two immigrant investor programs under the leadership of Mr. Louis Leblanc.
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SEI (NASDAQ:SEIC) is a leading global provider of outsourced asset management, investment processing and investment operations solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. As of September 30, 2007, through its subsidiaries and partnerships in which the company has a significant interest, SEI administers $423 billion in mutual fund and pooled assets and manages $202 billion in assets. SEI serves clients, conducts or is registered to conduct business and/or operations from more than 20 offices in over a dozen countries. For more information, visit www.seic.com
SEI’s Private Banks business segment delivers investment management, investment processing and trading services to private banks and wealth management organizations. SEI enables wealth managers to meet the rapidly evolving business and investment needs of their clients by helping them grow revenue, reduce cost and risk and manage capital. SEI’s solutions are used by over 290 clients in 9 countries. For more information, visit www.seic.com/banks
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Macquarie Group is one of the largest global providers of specialist financial and investment services headquartered in the Asian time zone. Macquarie provides specialist investment, advisory, trading and financial services in select markets around the world. We focus on areas of business where our particular skills and expertise deliver a real advantage for clients, concentrating resources where we can add the most value. As a result, we have established leading positions in a diverse range of market segments and regions globally.
We have been active in Asia for over a decade, establishing our office in Hong Kong in 1994. Today, we have approximately 1,800 professionals in 11 markets across Asia. This team is complemented by the resources of Macquarie's global network of more than 11,000 people in 25 countries across Europe, Asia, the Americas, Africa and Australasia.
Macquarie Group, headquartered inAustralia, comprises Macquarie Group Limited (ASX:MQG) and its subsidiaries and affiliate worldwide. In 1996, Macquarie listed on the Australian Securities Exchange and today ranks as one of Australia's top 15 companies by market capitalisation.
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Friends Provident International is a wholly owned subsidiary of UK life insurer Friends Provident a FTSE 100 listed company. Working with professional advisers and banks, Friends Provident International offers a range of insurance based wealth management solutions tailored to the needs of the sophisticated, international investor.
From regular savings vehicles accessing a range of best of breed funds to private placement insurance 'wrappers' Friends Provident International combines experience, top quality customer service and innovative product design to meet clients' needs. Friends Provident International is headquartered in the Isle of Man, a AAA-rated and highly regarded financial centre. Friends Provident International operates fully authorised and licenced branches in Singapore, Hong Kong and Dubai providing local support to both business.
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