Investing | Ballentine Partners

Japanese Stocks: A Contrarian View

10/02/2017

Japan, the economy and stock market that investors love to hate, is once again seeing renewed interest from Western investors. After 25 years of fits and starts, growth in earnings and GDP have exceeded expectations this year. Second quarter annualized GDP growth came in at a surprising 4% compared to forecasts of 2.5%. Many investors who had written off Abenomics as a failure (the Japanese version of easy money as directed by Prime Minister Shinzo Abe) are starting to reconsider their position. […]

Ballentine Partners named to the FT 300 list of top RIAs for 2017

06/22/2017

Ballentine Partners was named to the fourth annual Financial Times 300 Top Registered Investment Advisors. This marks Ballentine’s fourth consecutive appearance on the list.

Speaking Engagement: Impact Capitalism Summit 2017

04/25/2017

Ballentine Partners’ Director of Impact Investing, Will Tickle, CFA, spoke on the panel “Trump Effect on the Market Across Asset Classes” at the Impact Capitalism Summit, in Chicago.

Michael Chimento Speaks With Financial Advisor IQ on the Trend Towards Selecting Passively Managed Funds

02/12/2016

Michael Chimento, Senior Investment Advisor, was featured in the Financial Advisor IQ article, “Why Many Advisors Aren’t Convinced About Passives”.

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eFinancialCareers Speaks With Covie Edwards-Pitt on the state of the Wealth Management Industry

01/07/2016

Covie Edwards-Pitt, Chief Wealth Advisory Officer, was featured in the eFinancialCareers article, “Are wealth management firms really facing a shortage of financial advisers?”

Speaking Engagement: Investing in Private Debt

10/15/2015

Michael Chimento, CFA, Investment Advisor for Ballentine Partners, was featured as a panelist at the Private Debt Investor Conference.

Financial Times names Ballentine Partners in their list of the “Top 300 RIA” ranking

06/18/2015

The Financial Times published their 2015 list of the Top 300 Registered Investment Advisor and Ballentine Partners was listed for the second consecutive year.

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The Seattle Foundation blogs about “Raised Healthy, Wealthy & Wise”

05/14/2015

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way,” was featured by the Seattle Foundation in their recent blog.

Bloomberg features Ballentine Partners and our tax-efficient investment strategy

02/09/2015

Several of the firm’s leaders discuss how taxes govern how we do everything and why tax efficiency is crucial.

Financial Times speaks with Tom Bullitt about the MFO space

01/12/2015

Tom Bullitt discusses family office services and some of the benefits of working with a multi-family office.