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Patrik Wibom

Barrow Hanley Global Investors

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About Patrik Wibom

Patrik Wibom is an investment advisor representative associated with Barrow Hanley Global Investors. Patrik Wibom has been in the industry since 2005 and has a Series 7 and Series 65 license. Patrik Wibom has a background in finance and has worked for various financial institutions including Goldman Sachs, Eton Park International, Ivaldi Capital LLP, and Brightsphere Investment Group. Patrik Wibom specializes in providing investment advice to a variety of clients including insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and pooled investment vehicles.

Firm Information

Patrik Wibom is currently registered with Barrow Hanley Global Investors. Barrow Hanley Global Investors is a Dallas, TX-based investment firm with over $49 billion in regulatory assets under management. They provide portfolio management services to a wide range of clients, including individuals, businesses, investment companies, pooled investment vehicles, and government entities. The firm also provides selection of other advisors services.
Barrow Hanley Global Investors

2200 ROSS AVENUE, 31ST FLOOR

DALLAS, TX 75201-2761

$49.87B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Patrik Wibom’s Registration & Firm History

TX

03/04/2022 - Present

Barrow Hanley Global Investors (DALLAS TX)

NY

09/28/2005 - 03/26/2008

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/04/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrik Wibom.
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