
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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Kennedy Partners Wealth is an independent, boutique, private investment wealth adviser. We manage assets on behalf of clients who are wholesale or sophisticated investors, family offices, foundations, not for profits and Significant Investment Visa (SIV) applicants. Leveraging our many decades of global wealth management experience we offer tailored and objective wealth management services aligned to the specific needs of each client. Wealth management advice is implemented based client goals and solutions, not products. The focus of our investment strategies is: To fully understand the needs of our clients and establish a long term financial partnership. To identify and implement wealth...
Asset allocation ,portfolio construction,equities,bonds,alternative investments,wealth management,and international equities
Kennedy partners wealth operates in the Investment management industry.
Kennedy partners wealth's revenue is 11m - 100m
Kennedy partners wealth has 11 - 50 employees.
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