Fidelity is winning family office assets at a terrific rate
Ex-Citi executive is putting the people and technology in place to lure assets from slow-footed banks
Author Brooke Southall October 13, 2010 at 4:25 AM
Elmer Rich III
June 14, 2011 — 4:22 PM
We have conversed with and followed this group at Fideltiy for over ten years. After trying different strategies, technologies and business development approaches — it sounds like they have a successful model. Of course, it will evolve. Look forward to learning more.
The family office are is very complex and fraught with peril. There is research suggesting that 70% of family office fail. We have started a Linked In family office discussion group — http://linkd.in/kF8r6h. However, it is strictly for family office stakeholders and sales-pitch and spam free.
Mentioned in this article:
Family Office Exchange
Consulting Firm
Top Executive: Sara Hamilton
