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Recession, if it comes, could impact portfolios.
The Independent Thinking webinar “Maintaining Equilibrium: The Evercore Wealth Management Investment Outlook” assessed the likelihood of a recession and our positioning across our asset classes, as well as potential opportunities for wealth transfer.
If you would like to listen to the recording, please email Michael Beck at michael.beck@evercore.com.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25