How does the advisor help clients – Key Takeaways:
BNP PARIBAS ASSET MANAGEMENT USA, INC. is a leading financial services company that specializes as a financial expert in managing assets to meet clients’ financial goals. The company operates with a deep understanding of market trends, economic indicators and investment strategies to provide tailored solutions to clients from all walks of life.
Facts and Insights
BNP PARIBAS ASSET MANAGEMENT USA, INC. is a subsidiary of BNP PARIBAS, a global banking and financial services company headquartered in Paris, France. Established in 2005, the company offers a wide range of investment and wealth management services to individuals, institutions, and corporations.
With a strong presence in over 75 countries, BNP PARIBAS has built a reputation as one of the top financial institutions in the world. BNP PARIBAS ASSET MANAGEMENT USA, INC. is recognized for its expertise in global investment strategies, diversity in its offering, and a customer-centric approach.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $192 billion | 1,100+ | 15+ years |
Source: BNP PARIBAS ASSET MANAGEMENT USA, INC. website, as of December 2020.
Financial Services Offered
BNP PARIBAS ASSET MANAGEMENT USA, INC. offers a wide range of investment and wealth management services to cater to the diverse needs of its clients. These include:
- Portfolio management
- Asset allocation
- Risk management
- Estate planning
- Tax planning
Client Types
BNP PARIBAS ASSET MANAGEMENT USA, INC. caters to various types of clients, including high net-worth individuals, corporations, pension funds, endowments, and foundations. The company believes in building long-term relationships with its clients and providing personalized solutions to meet their unique financial objectives.
Fees & Compensation
The fees and compensation structure at BNP PARIBAS ASSET MANAGEMENT USA, INC. is transparent and competitive. The company charges a management fee based on a percentage of the assets under management. The fees may vary depending on the types of services provided and the complexity of a client’s portfolio.
Background
With a team of experienced and highly qualified advisors, BNP PARIBAS ASSET MANAGEMENT USA, INC. works towards providing innovative and sustainable investment solutions to its clients. The company follows a disciplined and integrated approach to managing assets, which is backed by its global research capabilities and risk management expertise.
Financial Advisor Disclosures to Know
BNP PARIBAS ASSET MANAGEMENT USA, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). The company follows all regulatory requirements and is committed to delivering services with integrity and transparency. Clients can access BNP PARIBAS ASSET MANAGEMENT USA, INC.’s Form ADV on the SEC’s website for further information.