24 April 2013
Houston, TX-based Linscomb & Williams, a fee-only advisory firm, is opening an office in Birmingham, AL. The office will be led by Sheri Robinson, who previously served as a wealth strategist in Birmingham, and who joins the firm as a senior financial planner . At Linscomb & Williams, Robinson will provide wealth management strategies, including financial planning and investment management.
5 June 2012
Washington Wealth Management’s chief executive and co-founder Anthony Sirianni left to pursue “other personal and professional interests,” the firm said. Robert Bartenstein, who previously served as chief of firm strategy, replaced Sirianni . Robert Kaplan, co-chief of the asset management unit at the SEC’s enforcement division, joined Debevoise & Plimpton as a litigation partner resident in Washington DC.
30 May 2012
Houston, TX-based Linscomb & Williams, a fee-based financial advisory firm, has appointed two senior financial planners and one financial planning administrator. Abigail Gunderson and Ryan Patterson join as financial planners, while Lauren Bain starts as a financial planning administrator, the firm said in a statement . Gunderson was previously a certified financial planner for a registered investment advisor in Houston, TX.
13 March 2007
US private client bank, Encore, which specialises in banking and wealth management services for health-care professionals, has opened a new location in the heart of the medical community of Houston, Texas. Encore manages $1 . 3 billion from its 11 private client offices in the Houston area, six in southwest Florida on behalf of professional firms, privately-owned businesses and their owners, corporate executives, affluent individuals and investors.
4 May 2005
Encore Bank, a Texas-based bank targeting private banking clients, has bought Linscomb & Williams, a Houston-based financial planning and we...
4 May 2005
Texas wealth manager chalks up a another private-client deal. Houston-based Encore Bank has agreed to buy financial planning firm Linscomb & Williams, also of Houston, in a bid to acquire more clients while deepening its overall wealth-management offering . The firms didn’t disclose further details of the transaction.
News and Features
Comment and Analysis
Zürcher Kantonalbank, the biggest Swiss cantonal bank, expects to pay a fine to US authorities as part of a deferred prosecution agreement for its alleged role in helping US citizens evade taxes, media reports said.
24 May 2013
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.
20 March 2013
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
4 April 2013
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.
9 April 2013
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.
8 April 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013