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Served as Senior Advisor with The Carlyle Group, a multinational private equity, alternative asset management and financial services corporation, from May 2015 ... As one of the world's leading asset managers, our mission is to help you achieve your investment goals. Feb 5, 2025 ... The APMs and non-IFRS measures were calculated with information from Grupo Santander; however, they are neither defined or detailed in the ... ... of any mutual fund or ETF investment held in the portfolio.​. IMPORTANT INFORMATION ... Differences between a brokerage and an investment advisory relationship:. (See also. OMB A-11 Part 7, Capital Programming Guide and OMB Circular A-131, Value. Engineering for more information regarding the costs and management of ... Disclosure Information. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment ... We offer multiple wealth and investment management solutions designed to fit a wide range of financial situations, investing styles, and client needs. ... of a diverse range of clients from different backgrounds. ... Calculator disclosure: This calculator is intended for informational purposes only and is not ... Prior to making any investment or hiring any investment manager you should consult with a professional financial advisor, legal and tax advisor to assist in due ... Investment and wealth managers, asset owners and insurers rely on Charles River IMS for their cloud-based front office technology.