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Showing 1 - 3 of 3 results for "Mark Nagle"

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... have made yourself a commodity who can be easily replaced." Meanwhile, Treysta Wealth Management executive director Mark Nagle said when talking about HNW clients, the challenge is not generally a financial one, but an emotional one. "These HNWs have ...

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
... already been shielded from the market sell-off hours before and after the announcement of Trump's victory. Meanwhile, Mark Nagle, executive director from Treysta Financial Life Management, said they will also tell their clients that there will be no ...

Treysta moves $200 million funds under advice into managed accounts

MICHELLE BALTAZAR  |  MONDAY, 28 SEP 2015
... financial advisers are in an enviable position to offer investment solutions that have long eluded their predecessors. Mark Nagle, executive director at Treysta Financial Life Management, explains how managed accounts have transformed their business. ...
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