An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues
Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal
FA Insight
|Fortigent
|Wells Fargo
|U.S. Trust
|Family Office Exchange
|Veritable
|Abbot Downing
|Harris myCFO
|CTC Consulting
|BMO
|AMG
|Greycourt & Co
Related Moves
Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners
The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.
September 24, 2019 at 2:02 AM
In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament
The CEO-for-rent will face a monumental challenge turning around Wells Fargo, but perhaps not as bleak a landscape for profit margins; Is the RIA free ride coming to an end?
October 1, 2019 at 1:06 AM
Family Office Exchange
Consulting Firm
Top Executive: Sara Hamilton
Jeff Spears
Call me a sceptic, but I’m always suspect of AUM/AUA figures that are self reported by firms that don’t have full discretion.
Maybe I’m a jealous sceptic:)
Great article
