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Burton Morel Kunzler at Raymond James

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thank you for viewing this profile. we are passionate about delivering high performing bespoke investment solutions to individuals and corporations. having worked in private wealth management at u.s. investment banks for over 20 years, we have had the good fortune to work with diverse clients seeking international solutions. asset allocation is central to our investment process and thereafter we blend active and passive investments, growth and value. we consider clients as family and seek to build long-lasting partnerships spanning generations. through raymond james we have access to: ► award-winning equity research ► robust compliance capabilities ► comprehensive trading platforms we focus on discretionary management services and also have advisory and execution only clients too. investing with integrity is what we do. if you would like to learn more about our offering, please feel free to contact us on: +44 (0)20 3740 7407. we look forward to hearing from you! simplify - focus - deli

Headquarters:
United Kingdom
Industry:
Investment Management
Founded:
2001
Employees:
-
Annual Revenue:
-

Type: Private
Ticker: -

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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