VestGen Wealth Partners Welcomes Industry Leaders to its Advisory Board
March 11, 20255 min
Establishment of Board Advances Firm's Strategic Approach to Solving Industry's Complex Succession and Organic Growth Challenges
Chilton Trust adds Henry Davison in latest advisory expansion
March 6, 20256 min
Chilton Trust, a leading privately owned, independent wealth management firm and national trust bank, today announced that Henry Davison, former Managing Director at Bessemer Trust, has joined as a Managing Director, Senior Wealth Advisor in the New York City office. Mr. Davison brings over forty years of experience serving ultra-high-net-worth individuals, advising clients on global strategic asset allocation and providing comprehensive wealth management strategies. Mr. Davison is the most recent hire in a series of...
Hightower Advisors Announces Larry Restieri as Chief Executive Officer
February 12, 20255 min
Restieri to Succeed Bob Oros in Planned Leadership Transition
WPCG and HGGC Establish Strategic Partnership with The Wealth Alliance
January 29, 20255 min
Investment will position New York-based RIA with capital and expertise to expand presence
True Potential Selects Northern Trust for Outsourced Trading Solutions
August 7, 20245 min
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...
Realta Wealth announced its inaugural corporate advisory board
January 29, 20244 min
Inaugural Board Includes RLR Strategic Partners Managing Partner Larry Roth, Haven Tower Group CEO Joseph Kuo and Docupace COO Mike Zebrowski