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Sanctuary Wealth Scores 'Biggest Win to Date' in Recruiting $1.5B Merrill Team

What You Need to Know
This is yet another advisor team that Sanctuary Wealth has recruited from Merrill Lynch.
Sanctuary Wealth has welcomed eight advisor teams with $2.8 billion in combined assets this year so far.
In April, Sanctuary said it added Claybourn Frakes Wealth Advisory Services, led by ex-UBS reps.
RIA Sanctuary Wealth has added another advisor team from Merrill Lynch this time Walnut Creek, California-based Quorum Private Wealth, an eight-person team that had operated as the Barry & Milligan Group at Merrill and manages more than $1.5 billion in client assets.
Indianapolis-based Sanctuary, which called the addition its “biggest win to date,” said early this year it added the ex-Merrill team Alluvial Private Wealth, based in Marion, Ohio with about $435 million in client assets under management. In early April, Sanctuary announced it had added Claybourn Frakes Wealth Advisory Services, led by ex-UBS-registered reps and its first sanctuary par ....

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US in the news: BNY Mellon WM hires senior client strategist

A round-up of people moves and M&A deals across North America
People moves
Dora Present Lewin will become senior client strategist.
She joins BNY Mellon from Wells Fargo Private Bank, where she served as the regional banking head for New England.
Manulife Investment Management
The firm has named Alex Catterick as senior managing director, high net worth strategy, private markets.
In this newly created position, he will be responsible for defining the private markets global high net worth (HNW) strategy and managing the development, launch and growth of new products designed for the HNW investor base.
Catterick served as regional head of alternative investments at HSBC. ....

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Sanctuary Wealth Welcomes Claybourn Frakes

Sanctuary Wealth Welcomes Claybourn Frakes
Partnered Independence Continues to Build Momentum as San Antonio Team Joins from UBS
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INDIANAPOLIS, April 9, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, has added another team in Texas with the addition of Claybourn Frakes Wealth Advisory Services to its network of independent partner firms. The firm, led by Founder and Managing Partner John Frakes, a U.S. Marine and respected professional with 30 years of wealth advisory experience, is located in San Antonio and is that market s first Sanctuary partner firm.
John Frakes and his team have built successful careers based on a client-focused philosophy by listening, understanding and helping clients develop strategies to meet their evolving financial needs, said ....

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