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Las 11 mejores advisory firms de Miami y Coral Gables

Con la misma puntuación y ordenadas alfabéticamente, esta publicación especializada destaca la labor que realizan BigSur Partners, MAXIMAI Investment Partners y WE Family Offices Rafael Iribarren, fundador y CFO de BigSur, cree que el secreto radica en la propuesta de valor robusta y flexible que ofrece la plataforma “Nuestro crecimiento demuestra que estamos creando un […]

Why Educational Programs for Clients’ Children and Grandchildren Are Win-Win

Learning initiatives can encourage younger generations to understand basic investing concepts and build adviser-client relationships The Wall Street Journal — View Original Article March 9, 2017 9:30 a.m. ET Elizabeth van Walleghem is chief executive and founder of Maximai Investment Partners in Coral Gables, Fla. Voices is an occasional feature of edited excerpts in which […]

Dynasty Financial Partners Wins 2017 Award from Private Asset Management – Best Investment Platform: Client Service

Business Wire — View Original Article February 14, 2017 NEW YORK — (BUSINESS WIRE) — Dynasty Financial Partners is proud to announce that the firm has won the 2017 Private Asset Management Magazine Award for: Best Investment Platform: Client Service. Dynasty Financial Partners is an RIA integrated middle and back office platform for some of the […]

Merrill FA Breaks Away to Better Serve Global Clients

By Murray Coleman Financial Advisor IQ — View Original Article October 11, 2016 After 24 years at Merrill Lynch, advisor Elizabeth van Walleghem left last month to help open MAXIMAI Investment Partners. The independent RIA is based in Coral Gables, Fla. Joining her at the new firm is her longtime partner, Thomas (Jim) Butler and three […]

Lisa van Walleghem y Jim Butler III lanzan MAXIMAI Investment Partners asociándose a Dynasty Financial Partners

12:10 | 13/09/2016 Funds Society, Miami — View original article Elizabeth (Lisa) van Walleghem y Thomas J. (Jim) Butler III, dos prestigiosos asesores financieros globales que gestionaban 550 millones de dólares en activos de clientes, han anunciado esta mañana que dejan Merrill Lynch y lanzan la nueva firma MAXIMAI Investment Partners, asociándose con Dynasty Financial […]

Merrill Lynch Broker Team with $550 Million in Assets Resigns

Ex-Merrill adviser team launches international-focused boutique By VERONICA DAGHER The Wall Street Journal — View original article Sept. 13, 2016 12:37 p.m. ET Two Merrill Lynch brokers who managed $550 million in client assets have resigned to launch a boutique advisory focused on international clients, joining a number of small adviser groups to leave big firms […]

Five Merrill Lynch LatAm advisors exit to launch own firm

By Atholl Simpson City Wire Americas — View original article 13 Sep, 2016 at 12:48 Five Merrill Lynch global advisors have left the US giant to launch their own Florida-based investment advisory firm in partnership with wealth management support service provider Dynasty Financial Partners. The new venture, named MAXIMAI Investment Partners, is led by industry veterans Elizabeth […]

Merrill Lynch financial advisors leave to start new investment firm

Sep 13, 2016, 12:39pm EDT Nina Lincoff, Reporter South Florida Business Journal — View Original Article Continuing the trend of financial advisors leaving big firms to make it on their own, former Merrill Lynch team member Elizabeth van Walleghem and Thomas J. Butler, III have launched the new MAXIMAI Investments Partners. MAXIMAI is based in […]

Advisers managing $550 million leave Merrill Lynch to create RIA in Florida

MAXIMAI will focus on ultra-high-net-worth clients internationally Sep 13, 2016 @ 11:53 am By Christine Idzelis Investment News — View original article Advisers managing $550 million of assets have left Bank of America Merrill Lynch to create independent advisory firm MAXIMAI Investment Partners in Florida. Lisa van Walleghem and Thomas “Jim” Butler broke away from […]