William Blair
William Blair is a global financial services firm with over 20 offices worldwide, offering investment banking, institutional sales, trading, research, investment management, and private wealth management services.
Global Presence of William Blair
William Blair operates more than 20 offices worldwide. The company's international footprint underscores its global reach and capability to serve clients across various markets. This extensive presence enables the firm to leverage local insights and provide tailored services to its diverse clientele.
William Blair Investment Banking
William Blair's investment banking group has completed over 1,440 advisory and financing transactions in the past five years, unlocking over $765 billion in value for clients as of March 31, 2024. This highlights the firm's significant role in driving value for clients through a range of advisory and financing services.
Achievements in Institutional Sales, Trading, and Research
In 2023, William Blair's Institutional Sales, Trading, and Research teams received 15 No. 1 rankings in the Coalition Greenwich annual Voice of the Client study of North American Equity Investors. This achievement underscores the firm's leading position in institutional sales, trading, and research.
William Blair Private Wealth Management
William Blair's Private Wealth Management serves high-net-worth individuals, families, business owners, foundations, and endowments, managing $70.3 billion in client assets as of March 31, 2024. The team includes 125 wealth advisors across 10 office locations and offers a range of services including philanthropy strategy, wealth planning, pre-liquidity planning, cash management, trustee services, and consulting services for retirement plans.
William Blair Global Community Partners Program
William Blair's Global Community Partners Program aligns its offices with 23 partnerships that support initiatives in education, youth development, workforce development, food sustainability, and healthcare and human services. This program highlights the firm's commitment to contributing positively to various global communities.