Articles tagged "Lowry Hill"

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In its latest talent grab, Evercore Wealth Management hires a 'young, up-and-coming player'

The $3.2 billion RIA is mostly made up of seasoned of ex-U.S. Trust stalwarts but its poach of Paulo Coelho from Convergent shows its mindfulness of the coming generation

April 9, 2012 — 2:20 PM UTC

Wells Fargo targets tempting but treacherous UHNW market with Abbot Downing launch

With $33 billion of assets and legacy Lowry Hill and Calibre elements, the unit plans to hit the ground running and compete in a realm where RIAs are only starting to make a dent

April 2, 2012 — 2:29 PM UTC

Giant Indiana RIA is the latest to take a bite out of Wells Fargo's UHNW unit

The defection of five advisors will allow $16-billion Oxford Financial Group to open a Minneapolis office

September 14, 2011 — 5:52 AM UTC

Evercore feasts on veterans of an elite Wells Fargo wealth management unit

Weaned on U.S.Trust talent, the New York-based RIA now has a Midwestern foothold and a formula for big-time poaching

September 7, 2011 — 3:33 AM UTC
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