Sentence examples for client holdings from inspiring English sources

He has personal or client holdings in GE, Goldman Sachs, Boeing, United Technology, Microsoft, Procter & Gamble, Intel and IBM.

With $16 trillion in client holdings sitting in accounts at brokerage houses, Meyer writes, "there is still a lot of potential collateral waiting to be encumbered".

Regulators have since forced many brokerage firms that underwrote or sold the securities to buy back their clients' holdings.

They are paid to screen managers, to pick the best and to diversify clients' holdings—none of which they did properly in this case.

Hedge funds may not be valuing their portfolios correctly and the truth will only emerge when they are forced to sell assets to meet the redemptions of clients' holdings.

Mr Milken's skill as a marketmaker was rooted in his knowledge of the bonds issued (which allowed him to price them accurately) and his extraordinary recollection of his clients' holdings (which helped him find new buyers for junk that others wanted to unload).

Lori Van Dusen, founder of financial advisory firm LVW Advisors in Pittsford, N.Y., said she recently sold all of her clients' holdings of "junk" corporate bonds because yields have fallen so low.

"The process of administering a deceased client's holdings is labour intensive and involves dealing with executors, beneficiaries, solicitors and, most importantly, ensuring assets are paid to the right people once all the legal process has been finalised," says Danny Cox, head of financial planning at Hargreaves Lansdown.

She is a director managing a team that services assets for clients with holdings in hedge funds, real estate investment trusts and bonds.

Tellingly, that still makes it by far the industry leader, even though it has a staff of just 15 and has to make what money it can from the float on clients' cash holdings (which puts it at a further disadvantage compared with traditional brokers, who pay interest on cash).

Meaningful information can emerge from a client's securities holdings, from pending transactions the client wants to make or from a firm's knowledge of the customer's financial standing.