Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

1st Global Advisors, Inc.

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

1st Global Advisors, Inc.

Mission statement:

As the premier business development and resource partner to leading wealth management firms, 1st Global is committed to attracting, retaining and empowering individuals who are motivated by, and contribute to, an environment of service excellence, individual opportunity, camaraderie and professional fulfillment*.

Overview:

1st Global is the largest independently owned wealth management partner for accounting and legal firms. More than 450 of these select firms rely on our expertise and resources to meet their clients’ wealth management needs. They also count on our business development tools and consulting services to ensure their success. We provide support, technologies and education to help advisors in every facet of business, from operations and administration to sales and marketing. With 1st Global in your corner, your clients’ potential to build wealth, and your ability to manage it, are the same: exceptional.

1st Global Values
Integrity:

We understand that integrity is fundamental to our organization. Our business and reputation are built on acting in the best interests of the company, our employees, our advisors and their clients.
Ownership:

We understand that to best serve our advisors and their clients, we must be reliable, be dependable and take ownership of our role in creating a mutually successful partnership.
Education:

We are a knowledge leader for wealth management firms. We are committed to providing a learning environment for our advisors and our employees.
Teamwork:

We understand that cooperation applies to all levels of our company and across all departments. We value those who listen, show interest and seek mutual collaboration. Our shared goal is to find the best way to assist, guide and support our advisors and their clients.
Resourcefulness:

We collectively use our expertise, experience, judgment, creativity and ingenuity to solve problems and meet challenges in order to help wealth management firms grow while serving their clients.
Versatility:

We understand that we must be able and willing to adjust to any situation in support of our advisors' needs, both as a firm and as individuals.
Relationships:

Building strong relationships is important to us. We value teamwork and enjoy partnering with people who are passionate and enthusiastic about their work.
Initiative:

We cultivate those who have the courage to create, make decisions and act on their informed intuition to adapt their business practices without fear of failure. We value ingenuity and inspired thinking.

Toll Free: +1 800 959 8440

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.