$2 Billion UBS Wealth Management Team Says A 60/40 Portfolio Is Best
UBS veterans Rimmel and Pessy emphasize their disciplined process which stresses intergenerational communication with client families.
Source: forbes.com
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This $5 Billion Boston Duo Takes An Endowment Approach With Wealthy Families
The Livingstone/Condron team applies an endowment model but believe their role is mostly to protect the wealth their clients have already created.
Source: forbes.com
A $6 Billion UBS Team In LA Serves As A 'Holistic Center Of Advice'
Craig Chiate and Mark Binder say education is a huge part of their team’s process and that it allows clients to more easily withstand market volatility.
Source: forbes.com
High-Touch $3 Billion Wells Fargo Team Focuses On Dividends And Cash Flow
Schulten and Schreiber’s TSG Wealth Management services high net worth families and offers a platform for advisors wanting independence.
Source: forbes.com
$8 Billion Morgan Stanley Team From Chicago Focuses On Impact Investing
Linda Stephans and Kristina Van Liew run a team that not only tries to achieve successful financial outcomes but also positive social and environmental impacts for clients.
Source: forbes.com