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The Matterhorn Group

William Blair Private Wealth Management

Eve Ellis and Nikolay Djibankov lead The Matterhorn Group at William Blair, a full-service wealth advisory group developing and executing sophisticated financial and philanthropic plans for individuals, businesses, and nonprofit institutions.  

Matterhorn is well-known for its commitment to aligning its clients’ investments to their values and for its pioneering approach to using client capital to affect gender, diversity, and racial justice. Matterhorn manages two actively managed, proprietary strategies for investors seeking both financial and social returns: Gender Parity Strategy (a gender lens equity model) and the Matterhorn/Refinitiv Diversity & Inclusion Strategy. Matterhorn further oversees complete client-values-oriented portfolios: one based on ESG investments, one taking aim to bring about racial justice. 

Listen to Eve's recent podcast on Her Success Story where she discusses the future of women in finance, the best ways to match your passions with your work, and her belief that diversity results in great leadership.

Thinking | William Blair

William Blair THINKING: Navigating the Path Ahead is a firm wide thought-leadership video series providing perspective on the latest market trends reshaping the future of our global economy.

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Our Journey to a Sustainable Future

William Blair is on a continuing journey to explore how environmental, social, and governance (ESG) factors, impact investing, and corporate social responsibility inform the ways we create value for our clients, colleagues, and communities.

Read more about how William Blair incorporates sustainability and corporate governance factors across our business lines.

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About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients' evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

Thought Leadership

2020 Tax Reference Guide | January 2020

William Blair's 2020 Tax Reference Guide provides the latest information on tax obligations and exemptions for income earned in 2020 and tax returns filed in 2021.

How COVID-19 Is Impacting Our Lives | Client Focus Q1 2020

Our new issue of Client Focus takes a special look at some of the ways the coronavirus pandemic is impacting our lives.

Understanding Blockchain as a Potential Disruptor

Blockchain and cryptocurrencies present countless possibilities for global commerce and also raise challenging questions for investors as a market disruptor. Our latest thought-leadership paper helps make sense of these technologies.

Private Wealth News

Fattmerchant Has Been Recapitalized by Greater Sum Ventures

William Blair acted as exclusive financial advisor to Fattmerchant in connection with its recapitalization by Greater Sum Ventures.

GCM Grosvenor Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of GCM Grosvenor Inc. (GCMG $9.60). GCM Grosvenor is a global alternative asset management solutions provider, primarily for institutional investors, operating through two business segments: Private Markets and Absolute Return strategies.

SOC Telemed, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of SOC Telemed, Inc. (TLMD $8.15), one of the industry’s largest providers of telehealth solutions for the acute-care marketplace. The company focuses on three primary specialties, teleneurology, telepsychiatry, and teleICU, and has partnerships with approximately 850 facilities across the United States, including 18 of the top 25 acute-care chains in the country.

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