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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
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Edward Orazem says that Fidelity grew single family office assets 54% by killing banks on cost, capital markets services and alternative investments technology.

Edward Orazem


Julie Harrington

Elmer Rich III

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

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