WPCG and HGGC Establish Strategic Partnership with The Wealth Alliance
Investment will position New York-based RIA with capital and expertise to expand presence
Investment will position New York-based RIA with capital and expertise to expand presence
Northern Trust announced that it has been selected to provide outsourced trading via its Integrated Trading Solutions (ITS) for True Potential, a United Kingdom (UK)-headquartered wealth management firm, supporting £31.7bn (approx. US$40.2bn) of assets under management (source: True Potential, 31 July 2024). Northern Trust will assume the trading function across True Potential’s internally managed funds with approximately £6.1bn AUM as of 31 July 2024. Northern Trust previously announced its appointment as True Potential’s custodian in January 2024. Northern...
Inaugural Board Includes RLR Strategic Partners Managing Partner Larry Roth, Haven Tower Group CEO Joseph Kuo and Docupace COO Mike Zebrowski