Recent Investments Bessemer Trust has been actively making significant investments in companies such as Tripadvisor, Office Properties Income Trust, Zurn Elkay, and CorVel Co, showcasing a willingness to expand its portfolio and explore new opportunities for growth.
Acquisitions Strategy The recent acquisition of Counterpoint Funds, LLC demonstrates Bessemer Trust's strategic approach to expanding its business through acquisitions. This signals potential partnering opportunities for companies in the financial services sector.
Tech Adoption With a tech stack that includes tools like Bloomberg, Oracle Taleo, and Drupal, Bessemer Trust is leveraging technology to enhance its services. Businesses offering tech solutions that complement or integrate with Bessemer Trust's existing stack could find opportunities for collaboration.
Wealth Management Expertise As a multifamily office with 117 years of experience in comprehensive investment management and wealth planning, Bessemer Trust has built a reputation for expertise in wealth management. Companies offering complementary services or products in this space could find synergistic sales opportunities.
Similar Companies Analysis By comparing Bessemer Trust to similar companies like Bernstein Private Wealth Management, Morgan Stanley Private Wealth Management, and BNY Wealth, businesses can identify potential clients or partners who may resonate with Bessemer Trust's offerings, providing a targeted approach to sales outreach.