Articles tagged "Jamie McLaughlin"
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Focus Financial files for IPO to raise $100 million, with 'interesting' timing
Private equity bought the New York-based roll-up a year ago and its revenues are growing about 20%
May 24, 2018 at 5:15 PM
What exactly to make of PCR 'doubling' assets to $250B in an eye-blink amid Addepar's inescapable presence
CEO Bob Miller pivoted to safer 'aggregation' ground where margins are slimmer but competition may be lighter
March 13, 2018 at 9:12 PM
Recruiters salivate as Greg Fleming completes marriage to Rockefeller & Co. to fill 'HighTower' void but now begins the wait for a business model
The Morgan Stanley ex-head sees 500% assets growth to $100 billion AUA by 2023 as critics see old branding, old money, old technology and old recruiting challenges
March 9, 2018 at 11:03 PM
GenSpring offshoot poaches four more as it reimagines the service model for UHNW families
With new talent from Bessemer, HSBC, the SEC and -- of course -- GenSpring, W.E. Family offices is betting that putting the client back in charge is really the way to go
September 23, 2013 at 6:29 PM
Family offices are facing frustration as 'prima donna' sales stars prove to be in short supply to handle like clients
Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot
May 31, 2013 at 8:01 PM
Addepar hires an Advent talent to help head sales, an ex-Lehman exec as COO and an ex-Merrill Lynch strategist
Geoffrey Clauss, Eric Poirier and Caroline O'Mahony all took pay cuts to help position the firm to gobble serious RIA market share
May 3, 2013 at 5:11 AM
An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues
Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal
May 3, 2012 at 5:21 AM
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
