This award marks the eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State, which features 1,991 women managing cumulative assets of over $2.8 trillion.
Schroders Solutions, the £212.1 billion global capability, has a long-standing relationship with the trustees of Vector Pension Scheme, a valued Fiduciary Management client, for over 15 years.
The sale is not related to leadership succession and the bank chief had no current plans to sell more stock, but could consider doing so in the future, a company spokesperson said in October.
The service, managed by investment research head Jonathan Moyes, has average ongoing costs of 1.08%.
They partnered with Addepar in order “to help grow their Family Office client base, diversify revenue streams and continue to provide the best in personalized, transparent wealth solutions.
The new team of dedicated advisors will join the existing team based in Edinburgh and will provide wealth management services to individuals, family offices, charities and family foundations across Scotland.
The new business will focus on helping executives at registered investment advisors and hybrid firms with succession planning, team management, and strategic decisions.