Latest news with #Pathstone
News.com.au
4 days ago
- Business
- News.com.au
Kevin Casey: How Inorganic Activity Can Spur Organic Growth
'We leverage M&A as a way to propel organic growth,' says the managing director at Pathstone. 'If there's not an organic growth kind of thesis behind an acquisition, we're not going to pursue it.'
News.com.au
4 days ago
- Business
- News.com.au
3 Onramps to Equity Ownership at Pathstone
Kevin Casey, managing director of Pathstone, says equity rolls through business combinations, an annual opportunity to buy equity, and a management incentive unit program all help next-gen employees gain ownership.
Yahoo
13-05-2025
- Business
- Yahoo
Pathstone Earns Major Honors at Family Wealth Report Awards for Leadership, Innovation and Excellence
Awards recognize the firm's industry leadership, growth, and legacy ENGLEWOOD, N.J., May 13, 2025 /PRNewswire/ -- Pathstone, a nationally recognized advisory firm providing bespoke family office services and investment advice to ultra-high net worth families, received several major honors at the 2025 Family Wealth Report Awards. These accolades serve as a testament to the firm's industry-leading growth, visionary leadership, and commitment to delivering holistic solutions to the ultra-high net worth market. Notable wins include: Pathstone received the award for Best Multi-Family Office ($15 billion AuM/AuA and above), a particularly meaningful win as the firm is celebrating its 15th anniversary in 2025 Willow Street, a Pathstone company providing guidance and administration for Wyoming fiduciary structures, was awarded Best Fiduciary or Trust Services Steve Braverman, Founding Partner and Co-Chairman of Pathstone, received the prestigious Lifetime Achievement Award "This level of recognition from Family Wealth Report spans leadership, innovation, and firmwide excellence, and serves as a reflection of Pathstone's incredible growth story -- and the depth of our presence within the industry," said Matt Fleissig, CEO and a Founding Partner of Pathstone. "Each award tells a piece of our story including our vision, our people, and our purpose. Together, they reflect our role in redefining what a family office can be." Pathstone: Best Multi-Family Office Pathstone has been named Best Multi-Family Office ($15 billion AuM/AuA and above), a prestigious recognition that celebrates both scale and sophistication. This marks the third time in four years the firm has received this honor, serving as an affirmation of its vision of offering integrated wealth advisory, investment management, trust services, tax planning, and lifestyle solutions is designed to address the complex and evolving needs of the ultra-affluent. Willow Street: Best Fiduciary or Trust ServicesWillow Street was awarded Best Fiduciary or Trust Services, reflecting the firm's dedication and professionalism in serving families of wealth and their advisors at the highest possible level. The judging panel noted the firm's boutique approach, which balances deep technical expertise with a highly personalized service model. Willow Street is honored to receive this award for the third time in four years, particularly in this 20th anniversary year of the firm's founding. Steve Braverman: Lifetime Achievement AwardSteve Braverman was the driving force behind the launch of Pathstone in 2010, when he joined forces with co-founders Allan Zachariah (now Co-Chairman along with Steve) and Matthew Fleissig (CEO) to deliver on their vision of combining the high-touch, highly personalized service of a single family office with the robust infrastructure of a sophisticated multi-family service provider. Steve's strategic foresight and advocacy-driven leadership model continue to resonate across the firm's culture, particularly its commitment to fostering multigenerational talent to serve multigenerational clients. About Pathstone Pathstone is a client-centric, partner-owned firm dedicated to serving ultra-high net worth families, single family offices, and foundations and endowments. With a depth and breadth of expertise, our advisors provide a holistic suite of family office services, tailored wealth management, investment advisory, trust and estate planning, tax, bill pay, and other lifestyle management services, all delivered in-house. With offices across the United States, we focus on an advocacy-driven approach, empowering our clients to realize their unique long-term goals and sustain their legacy. Discover more at About Willow StreetBased in Jackson Hole, Wyoming, Willow Street collaborates with families and their advisors to provide guidance and administration for Wyoming fiduciary structures. Founded in 2005, we provide professional trustee services to clients seeking a responsive, relationship-focused fiduciary through our publicly chartered trust company. We also work with families who establish their own Wyoming private trust companies, specializing in advisory, governance, and operations for these structures. Learn more at Media Contact Info:Interdependence for Pathstone973-303-3237395110@ Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client's evaluation. Pathstone paid no application fee to participate, but may purchase plaques, reprints, or logos to publicize rankings. Click HERE for a full disclosure of the criteria of ranking and other important information. 2025 awards were announced May 8, 2025, reflecting the period ending December 31, 2024. The Family Wealth Report Awards 2025 pool of judges consists of experts coming from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth wealth management knowledge and experience. The judging process is organized in a way so as to avoid conflicts of interest. No judge will be asked to review a submission from an organization competitive to their own. There are two rounds of judging to decide the shortlist firstly and then a final meeting to decide the ultimate winner. The judges are asked to explain why they feel the particular firm they have chosen should win, and it then goes to vote. Category Criteria:MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)Awarded to: MFOs with above $15 billion AuM/AuA. BEST FIDUCIARY OR TRUST SERVICESAwarded to: Fiduciary or Trust Services company selected by judges LIFETIME ACHIEVEMENT AWARD Awarded to: Senior Wealth Management Industry Leader selected by judges View original content to download multimedia: SOURCE Pathstone Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
01-03-2025
- Business
- Yahoo
Is AngloGold Ashanti plc (AU) the Best Performing Large Cap Stock to Buy According to Analysts?
We recently published a list of . In this article, we are going to take a look at where AngloGold Ashanti plc (NYSE:AU) stands against other best performing large cap stocks to buy according to analysts. On January 6, Pathstone released its quarterly Flash Report for Q4 2024. The report highlighted several key trends and challenges for the financial markets. It highlighted that despite some volatility towards the end of the quarter in December, the US equity market continued to outperform the international markets, particularly led by the large-cap stocks. Large-cap stocks gained 7.1% during the fourth quarter, driven by strong economic fundamentals, including robust labor market data and high consumer spending during the holiday season. On the other hand, the continued strength of the USD and the persistent inflation led to a decline in other developed markets internationally. In comparison to the large-cap stocks, small-caps faced significant challenges, experiencing a sharp monthly decline of 8.3% in December, though the sector managed a slight quarterly gain of 0.3%. As per the report, this underperformance was partly due to policy uncertainty and rising long-term yields, which dampened expectations for smaller companies. The fixed-income market also struggled, with long-term Treasury bonds declining by 9.7% for the quarter as the 10-year Treasury yield increased to 4.6%. Moreover, while elaborating on the labor market quarterly performance, the report highlighted that the US labor market demonstrated resilience in November, with nonfarm payrolls increasing by 227,000 jobs, surpassing expectations of 200,000. This growth marked a significant recovery from October's numbers, which were affected by hurricanes and strikes. Although the unemployment rate increased to 4.2%, the labor market showed fundamental strength despite higher interest rates. One of the key market trends that have helped large-cap growth stocks is the strength of the American consumer market. Consumer spending was exceptionally strong during the holiday season, breaking previous records across both traditional retail and online channels. However, regardless Inflation remains a significant concern as the Consumer Price Index reached 2.7% in November, above the Federal Reserve's 2% target. Persistent inflationary pressures are influencing the Fed's monetary policy approach, leading to a more cautious stance on future rate cuts. Lastly, the report highlights that the economic landscape ahead presents a complex mix of resilience and risk. While the labor market and spending provide a solid foundation to the market persistent inflation, higher interest rates, and policy uncertainty pose potential challenges. To curate the list of 10 best-performing large-cap stocks to buy according to analysts, we used the Finviz stock screener to get an aggregated list of stocks. Using the screener we aggregated a list of large-cap stocks that have performed positively over the past year and analysts still see upside potential over the next 12 months. Next, we cross-checked the performance and analyst upside potential of each stock from CNN and ranked these stocks in ascending order of analysts' upside potential. We have also added the number of hedge funds holding each stock, sourced from Insider Monkey's Q4 2024 database. Please note that the data was collected on February 28th, 2025. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A group of miners in hard hats and safety gear descending into a deep coal of Hedge Fund Holders: 31AngloGold Ashanti plc (NYSE:AU) is another best performing large cap stock to buy according to analysts. It operates as a global gold mining company based in the United Kingdom. The company mines gold across nine countries on four continents, with mines operating in Ghana, Guinea, Tanzania, the Democratic Republic of Congo, Argentina, Brazil, Australia, and the United States. Besides gold, the company also produces silver in Argentina and sulfuric acid in Brazil. During the fiscal third quarter of 2024, AngloGold Ashanti plc (NYSE:AU) reported their Tier 1 Assets performed well due to higher tons and grades mined, contributing to overall production growth. Moreover, management has implemented initiatives to enhance performance at Tier 2 mines, which led to lower costs. As a result, the production rose by 2% year-on-year, with a significant boost in the second quarter, where the production rose 12% in comparison to the first quarter. With that being said, AngloGold Ashanti plc (NYSE:AU) expects an even stronger second half of the year. The third quarter performance along with a positive future outlook led to RBC Capital maintaining their Buy rating on the stock. On February 20, Analyst Josh Wolfson maintained a Buy rating with a price target of $36. Overall, AU ranks 6th on our list of best performing large cap stocks to buy according to analysts. While we acknowledge the potential of AU as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AU but that trades at less than 5 times its earnings, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
01-03-2025
- Business
- Yahoo
Is Grab Holdings Limited (GRAB) the Best Performing Large Cap Stock to Buy According to Analysts?
We recently published a list of . In this article, we are going to take a look at where Grab Holdings Limited (NASDAQ:GRAB) stands against other best performing large cap stocks to buy according to analysts. On January 6, Pathstone released its quarterly Flash Report for Q4 2024. The report highlighted several key trends and challenges for the financial markets. It highlighted that despite some volatility towards the end of the quarter in December, the US equity market continued to outperform the international markets, particularly led by the large-cap stocks. Large-cap stocks gained 7.1% during the fourth quarter, driven by strong economic fundamentals, including robust labor market data and high consumer spending during the holiday season. On the other hand, the continued strength of the USD and the persistent inflation led to a decline in other developed markets internationally. In comparison to the large-cap stocks, small-caps faced significant challenges, experiencing a sharp monthly decline of 8.3% in December, though the sector managed a slight quarterly gain of 0.3%. As per the report, this underperformance was partly due to policy uncertainty and rising long-term yields, which dampened expectations for smaller companies. The fixed-income market also struggled, with long-term Treasury bonds declining by 9.7% for the quarter as the 10-year Treasury yield increased to 4.6%. Moreover, while elaborating on the labor market quarterly performance, the report highlighted that the US labor market demonstrated resilience in November, with nonfarm payrolls increasing by 227,000 jobs, surpassing expectations of 200,000. This growth marked a significant recovery from October's numbers, which were affected by hurricanes and strikes. Although the unemployment rate increased to 4.2%, the labor market showed fundamental strength despite higher interest rates. One of the key market trends that have helped large-cap growth stocks is the strength of the American consumer market. Consumer spending was exceptionally strong during the holiday season, breaking previous records across both traditional retail and online channels. However, regardless Inflation remains a significant concern as the Consumer Price Index reached 2.7% in November, above the Federal Reserve's 2% target. Persistent inflationary pressures are influencing the Fed's monetary policy approach, leading to a more cautious stance on future rate cuts. Lastly, the report highlights that the economic landscape ahead presents a complex mix of resilience and risk. While the labor market and spending provide a solid foundation to the market persistent inflation, higher interest rates, and policy uncertainty pose potential challenges. To curate the list of 10 best-performing large-cap stocks to buy according to analysts, we used the Finviz stock screener to get an aggregated list of stocks. Using the screener we aggregated a list of large-cap stocks that have performed positively over the past year and analysts still see upside potential over the next 12 months. Next, we cross-checked the performance and analyst upside potential of each stock from CNN and ranked these stocks in ascending order of analysts' upside potential. We have also added the number of hedge funds holding each stock, sourced from Insider Monkey's Q4 2024 database. Please note that the data was collected on February 28th, 2025. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A customer enjoying the convenience of a mobile financial services transaction. 1-Year Performance: 57.98% Number of Hedge Fund Holders: 57 Analyst Upside Potential: 18.56% Grab Holdings Limited (NASDAQ:GRAB) is like the Uber of Southeast Asia. The company operates a super app that provides a wide range of services including ride hailing and mobility, food and grocery delivery, package deliveries, digital financial services, and other services including hotel bookings and more. On February 21, JPMorgan upgraded the stock from Neutral to Overweight with a price target of $5.60. The firm believes that the earnings delivery over the next 12 months is expected to bring positive revisions in earnings expectations for the company. Grab Holdings Limited (NASDAQ:GRAB) recently released its fiscal fourth quarter results for 2024. The results highlight significant milestones that the company achieved during the year, driven by strategic initiatives to improve its services and financial performance. The company grew its Q4 revenue by 17% year-over-year, driven by On-Demand GMV growth. Management noted that its On-Demand GMV growth grew by 20% during the same time reflecting increased usage of services like ride-hailing, food delivery, and package delivery. Moreover, the company has not only set a new record for the number of transacting users on its platform, indicating strong product-market fit and growing customer demand, but also outperformed its revenue guidance for the year. Looking ahead, Grab Holdings Limited (NASDAQ:GRAB) aims to continue its GMV growth while maintaining profitability. Overall, GRAB ranks 5th on our list of best performing large cap stocks to buy according to analysts. While we acknowledge the potential of GRAB as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GRAB but that trades at less than 5 times its earnings, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap Disclosure: None. This article is originally published at Insider Monkey.
