Ballentine Bulletin, March 20, 2019
What We're Thinking
Our Take: Elite Colleges, Bribery, and the Gift of Doing Less
By now you’ve seen the headlines: wealthy parents and coaches have been indicted on federal charges in a college admissions bribery scheme. This case is partially a cautionary tale but also serves as a reminder that doing more is not always the best you can give your child. Sometimes it's doing less.
Brexit: Should Investors Be Worried?
Since the British electorate voted back in June 2016 to withdraw from the EU, negotiators have worked feverishly to address the will of the people without causing undue damage to economic activity and global trade...As the deadline looms, should we be worried about the economic fallout from a so-called “hard Brexit”?
New Investment Research: "International Small Cap: Hiding in Plain Sight"
Professional investors have long touted the benefits of investing globally in order to expand the opportunity set and diversify the portfolio beyond home country borders. We believe that investors have largely overlooked a more attractive subset of international equities: small capitalization stocks. For the past 5 years, we have had a significant overweight to international small cap in our recommended international equities portfolio. This paper makes the case for why we will continue to do so.
What's New at Ballentine
Ballentine Partners shortlisted for several Family Wealth Report Awards
Family Wealth Report has shortlisted Ballentine Partners for a number of awards including Family Wealth Counselling and Outstanding Contributions to Wealth Management Thought Leadership.
Welcome Meredith Coffey!
Meredith is a Wealth Advisor Associate on the high net worth team, which caters to clients with $3 million or more in investable assets. Her focus is on assisting the Senior Wealth Advisors in investment management and financial planning affairs.
Employee Spotlight
Brie Elliott, Director of HR
As part of the Diversity Workforce Coalition, our HR Director, Brie Elliott, MSHRD, SHRM-SCP, SHRM-CP, PHR, C(k)PF, presented the Workforce Diversity and Inclusion Award on March 14th in Manchester, NH.
In her role, Brie manages our Human Resources function as well as our Administrative team. She consults with senior leadership on strategic staffing plans, compensation, benefits, training and development, budget, and employee relations. She also works with client teams in an HR Consultant capacity as needed.
We're Hiring
Join us!
Looking to take the next step in your finance career? Check our Career Portal to see what new positions we're looking to fill in our growing team.
* Methodology provided by Family Wealth Report (FWR): There were two judging panels for their awards. A panel of trusted advisors who are responsible for judging the private banking categories and a second panel of private bankers to judge the trusted advisor categories to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.
Note: For the “Women in Wealth Management (company contribution)” category, FWR had 7 nominations and 5 that were shortlisted. The "Family Wealth Counselling - MFO/Wealth Advisor/Manager" category had 11 nominations, of which 6 were shortlisted. The thought leadership categories (individual and firm) had 12 entered with 7 shortlisted and 14 entered with 7 shortlisted.
No fee was paid to participate.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ballentine is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see individual post as to participation data). No ranking or recognition should be construed as a current or past endorsement of Ballentine by any of its clients. ANY QUESTIONS: Ballentine’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
You should not infer that the rankings and awards Ballentine Partners has received provide any guarantee or assurance that you will experience the results you desire to achieve by engaging us to provide advice or services. All industry rankings and awards are based exclusively on information prepared and submitted by firms that decided to participate. No ranking or award should be construed as a current or past endorsement of Ballentine Partners, LLC by any of our clients. We will be glad to answer any questions you have regarding rankings and awards, including providing the criteria used for any ranking or award.
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