Catherine Barrow

Wilmington Trust provides customized financial alternatives for three core lines of business: wealth advisory, corporate client and regional banking services. Their corporate client services include an international client base with clients in 86 countries, trust services for capital markets financing structures, entity management services in preferred jurisdictions and trust and custody services for retirement plans. Regional banking services include a leading and retail bank in Delaware, one of the largest personal trust providers in the US, expert tax planning and wealth transfer strategies and integrated banking and advisory services. Wilmington Trust's wealth advisory services include clients in all 50 states and 35 other countries, one of the largest personal trust providers in the US, expert tax planning and wealth transfer strategies and investment management and family office services. Analyst coverage is provided by Deutsche Bank, Fox-Pitt, Kelton, Inc., Janney Montgomery Scott, Keefe, Bruyette & Woods, Lehman Brothers, RBC Capital Markets and SunTrust Robinson Humphrey.

BLA takes a rigorous approach to equity selection. Their core equity strategy is designed to provide their clients with broad sector diversification in large-cap growth and value companies. Their initial position is index neutral. They then over- or underweight certain sectors of the S&P 500 based on research and outlook. The firm believes this discipline to be the bedrock to their client's investment portfolio. Their focus is on long-term growth and low portfolio turnover to maximize tax efficiencies. The firm's fixed-income discipline takes a structured approach with a bias toward high quality, liquid securities. BLA matches their client's fixed-income portfolio to the client's income needs. Tax efficiency and objectivity guide their fixed-income oversight. They believe that their day-to-day involvement in the fixed-income markets gives them a knowledge base and executional strength that translates into added value for their clients. Although BLA's scope of skills and experiences is broad, they recognize there are circumstances in which it may be useful to call upon investment disciplines that are not practiced in-house. They therefore maintain strong alliances with outside managers in a variety of investment disciplines to ensure proper diversification. They have created alliances with managers in the following specialized disciplines: deep value, small-cap and international equity, private equity/venture capital and hedge funds.

Provides legal services

Provides legal services