Family Wealth Report network: WealthBriefing | WealthBriefingAsia

Register now

Quote of the week

"[People] don’t expect retirement to begin with social security and sit on the back deck in a lounge chair for the rest of their lives. This group really wants to remain active."

Jeff Cimini, head of personal retirement at Merrill Lynch

Mariner Wealth Acquires Stake In Adams Hall Asset Management

Eliane Chavagnon


1 February 2012
Daily News Analysis

Kansas-based Mariner Wealth Advisors is expanding its wealth advisory team through the acquisition of a majority interest in Tulsa-based Adams Hall Asset Management.

Adams Hall, which has approximately $1.3 billion in assets under management, will retain its name and expects to integrate its operations into Mariner over time, the firm said.

The integration will allow Mariner to serve clients in “geographically diverse areas,” according to chief executive Martin Bicknell.

In other news, Mariner hired Brian O'Regan to lead its nationwide growth efforts at the beginning of December last year. O’Regan’s appointment followed a series of initiatives to expand the wealth management network of Mariner, which began early in 2011 with the takeover of CBIZ Wealth Management's advisory unit.

Mariner Wealth Advisors provides wealth planning, asset management and family office management with around $8 billion in AuM and 14 team members. 

Rate this article

Be the first to rate this article!

News and Features

Expert Commentary

Tom Burroughes

America Regained Top Spot For HNW Population, Wealth In RBC/Capgemini Survey

The annual RBC Wealth Management/Capgemini World Wealth Report also showed that North America, which in 2011 had lost its top-dog status to Asia-Pacific, is now back as the place with the largest high net worth market.

Tom Burroughes

18 June 2013

Diane Harrison

Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review

Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.

Diane Harrison

20 March 2013

Harriet Davies

Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment

Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.

Harriet Davies

4 April 2013

Harriet Davies

INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World

The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.

Harriet Davies

9 April 2013

Charles Lowenhaupt

FEATURE: Twins And The Business Of Family

Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.

Charles Lowenhaupt

8 April 2013

Marc Odo

Guest Opinion: Diversification In The Age Of Globalisation

Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.

Marc Odo

25 March 2013