The Golden Team
William Blair Private Wealth Management
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.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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147 billion+Client assets
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90 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of December 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Our Latest News
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Rubrik, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Rubrik, Inc. (RBRK $75.59), a leading vendor in the fast-evolving data protection (DP) industry, pioneering a next-generation approach to data backup and transforming perceptions of DP technology from “boring old backup” to a must-have cyber resilience platform.
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Mersana Therapeutics, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Mersana Therapeutics, Inc. (MRSN $0.57), whose lead program emiltatug ledadotin is an ADC that targets B7-H4; it is in Phase I development for TNBC. The company is also developing a HER2-targeted immune-stimulating ADC, XMT-2056, in a Phase I solid tumor study.
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