This copy is for your personal, non-commercial use only. This year, for the first time, however, the second-place firm has narrowed the gap to less than $100 billion in client assets.
The two firms are a league unto themselves; they are the only ones in our survey topping $1 trillion in wealthy-client assets. expanded 7th edition one of the best trust companies in america rated by 2017-2018 2018 america’s most advisor-friendly trust companies the winners list: details on their technology, custodians, fees, in-house experts, advisor support and more. The Wealth Advisor, the voice of the financial advisor community, has announced Wealth Advisors Trust as one of their top picks for advisor-friendly trust companies for 2018. Further we are one of the few fiduciary providers with over 90% of our revenue attributable to the private client market. Morgan Stanley was able to make up some ground by growing its assets under management in accounts of $5 million and more by 14% in the past year. As the financial world lurches up and down, progress continues in the trust industry.
Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. 6 Accuro Trust (Jersey) Ltd is regulated by the Jersey Financial Services Commission. We've detected you are on Internet Explorer. The information and opinions stated are as of September 27, 2018 … READ ARTICLE The information provided is intended solely to provide general information. The top 10 as a group grew by 13%, outpacing the average growth from the entire Top 40 by a full percentage point. Bank of America continues its long run as the largest provider of wealth management services to wealthy individuals—but Morgan Stanley is narrowing the gap between No.Copyright ©2020 Dow Jones & Company, Inc. All Rights ReservedThis copy is for your personal, non-commercial use only.
To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com.https://www.barrons.com/articles/top-40-wealth-management-companies-1537800305BofA, including its Merrill Lynch and U.S. Trust wealth management units, has held the top spot in our Top 40 for 10 consecutive years. We’re delighted to announce that Fiduciary Trust Company International has been named on the 2018 Barron's Top 40 Wealth Management Firms. Bank of America grew at an 8% rate. Still, they are hardly the only ones thriving in a wealth management market that rewards firms with the scale and breadth of services to serve the increasingly complex needs of wealthy clients. Accuro Group is delighted to have been included again in the 2018 ranking as a Top Trust Company by eprivateclient, a leading publication in the fiduciary and wealth management sector.Paul Douglas, Managing Director of Accuro Jersey said, “We are delighted to have been included within the list of the 36 firms. We are particularly pleased with the fact that, given we are privately held and consider ourselves a boutique, our business has been included alongside many large private equity and listed businesses. Accuro Trust (Mauritius) Ltd is authorised and regulated by the Mauritius Financial Services Commission. For the best Barrons.com experience, please update to a modern browser. The top 10 as a group grew by 13%, outpacing the average growth from the entire Top 40 by a full percentage point. As this is the 8th successive year of our Group receiving this accolade, we are very honoured to maintain this market recognition.”Accuro Trust (Switzerland) SA is a Member of the Association Romande des Intermédiaries Financiers (ARIF) and a Member of the Swiss Association of Trust Companies (SATC).
Copyright ©2020 Dow Jones & Company, Inc. All Rights Reserved. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. With vision and an advisor focus, independent trust companies continue to unseat the traditional trust company.
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