Asset Investments Bessemer Trust has been actively investing in various assets, such as stakes in Tripadvisor, Office Properties Income Trust, Zurn Elkay, and CorVel Co. Identifying opportunities related to these investments could lead to potential sales engagements.
Tech Stack Insights With a tech stack including Bloomberg, Oracle Taleo, and Drupal, Bessemer Trust shows a commitment to leveraging technology. Highlighting complementary solutions or services to enhance their tech infrastructure could open doors for sales discussions.
Wealth Planning Expertise As a multifamily office specializing in wealth planning, Bessemer Trust offers services that cater to clients with substantial wealth. Tailoring sales pitches to support their wealth planning initiatives could resonate with their target clientele.
Strategic Acquisitions Bessemer Trust's acquisition of Counterpoint Funds, LLC. indicates a growth strategy through strategic partnerships. Positioning products or services that complement these acquisitions could align with their expansion plans.
Competitor Analysis By examining similar companies like Bernstein Private Wealth Management and Morgan Stanley Private Wealth Management, sales teams can gain insights into Bessemer Trust's competitive landscape. Tailoring sales approaches based on gaps or differentiation could help capture market share.