Thursday, 18 December 2014
Last updated 16 hours ago
Feb 1 2013 | 10:14am ET
Westchester-based investment advisor The Portfolio Strategy Group has joined Focus Financial Partners, a group of independent wealth management firms approaching $60 billion in client assets.
With over $1 billion in client assets, PSG provides investment management solutions to more than 200 clients throughout the U.S.
“We are excited to bring this high quality investment advisor into the Focus partnership and expand our presence in the very attractive and under-penetrated New York market,” said Rudy Adolf, founder and CEO of Focus. “PSG’s investment management expertise will be a resource to other partners and will strengthen our ability to serve clients. Through the addition of such firms as PSG, 2012 has been another successful year for Focus and we look forward to continuing our momentum into 2013.”
In addition to the $1 billion in client assets from PSG, Focus added another $13 billion in client assets in 2012.
Focus provides wealth management, benefit and investment consulting services to individuals, families, employers and institutions.
Dec 1 2014 | 10:21am ET
As 2014 winds down, Northern Trust Hedge Fund Services executives took some time to share their outlook on trends facing the industry in 2015. Read more…
Jeff Sprecher was simply looking for a platform to trade energies when launching ICE 14 years ago but it has grown to reach the pinnacle of both the listed futures and equities world.