Tocqueville Private Wealth Management
Stonegate Global Fund Services has exceeded our expectations on all levels. We have had the pleasure of working with Stonegate for fund formation and fund administration. Stonegate Global has a strong team with an incredibly well-rounded knowledge of the global landscape of complex investment instruments, products, structures, and operations. As a Portfolio Manager at Tocqueville, which is a multi-billion dollar private wealth management firm, it is critical that our service providers are well-experienced and knowledgeable experts in order to support sophisticated clients with complex needs. In a world where “client service” isn’t always a priority, Stonegate Global has demonstrated a remarkable commitment to its client relationships and to their clients’ success.
