Haverford Trust Company Launches New Podcast Series “Speaking of Quality: Wealth Management Insights with Hank Smith”
The Haverford Trust Company, a private firm providing investment management, trust and estate administration, private banking, wealth planning, investment solutions for nonprofits, and retirement plan services, announced today the launch of its new podcast series, "Speaking of Quality: Wealth Management Insights with Hank Smith." The first two episodes of the podcast are available now on Read More →
Market Commentary: April 20, 2023
Reports of the Dollar's Demise are Greatly Exaggerated By: Tim Hoyle, CFA, Chief Investment Officer Saudi Arabia and China have recently accelerated yearslong negotiations to price oil contracts in Chinese yuan. These plans are consistent with China’s long-term goals to internationalize the yuan and chip away the U.S. dollar’s economic hegemony. Combined with crypto Read More →
2023 Spring Outlook Havercast
In the 2023 Spring Outlook Havercast, Chief Investment Officer Tim Hoyle, CFA, discusses our expectations for the markets and economy for the rest of the year and drivers of the unexpected outperformance of tech stocks. Please click below to hear Tim's insight and the importance of diversification as a key way to mitigate risk. Read More →
People on the Move: Veronica McKee
Philadelphia Business Journal — Vice President & Chief Marketing Officer Veronica McKee was recently featured in Philadelphia Business Journal to announce her appointment to Haverford’s Executive Committee. To view the full feature, click here.
2023 Spring Outlook
An Excess of Deposits Proves to be a Financial Excess By: Tim Hoyle, CFA, Chief Investment Officer In our 2023 Outlook, we noted few signs of financial excess that would be cause for immediate concern. An excess of bank deposits was last on any list of possible problems one would expect to cause Read More →
Getting To Know Haverford President Keith Aleardi
Last month we introduced our new President, Keith Aleardi, CFA. Read below to get a better insight into who our new President is. What was your first interaction with Haverford? About 30 years ago I was a financial advisor at Merrill Lynch and I remember hearing about the Quality Investing philosophy Read More →
Market Commentary: March 10, 2023
By: Timothy A. Hoyle, CFA, Chief Investment Officer After suffering a classic run-on-the-bank, the FDIC has taken control of SVB Financial Group, the parent company of Silicon Valley Bank. Following the announcement of major losses in their bond portfolio and a botched equity raise, social media lit up with recommendations for clients to withdrawal Read More →
Celebrating The Women of Haverford Trust
Each of our team members play an important role every day at Haverford. In honor of Women's History Month, we are proud to shine a spotlight on the intelligent, hard-working, and talented women on our team. We sat down with women from all areas of the business to get their insight and perspective on Read More →
