RMB Capital Among Financial Times 300 Top Registered Investment Advisers
June 22 2017 - 10:05AM
Business Wire
RMB Capital (“RMB”), an independent financial services firm with
more than $6.7 billion in assets under management, announced that
it has been named to the 2017 edition of the Financial Times 300
Top Registered Investment Advisers.
This is the fourth annual FT 300 list, produced independently by
the Financial Times in collaboration with Ignites Research, a
subsidiary of the FT that provides business intelligence on the
investment management industry.
Registered investment advisory firms applied for consideration,
having met a minimum set of criteria. Applicants were then graded
on six factors: assets under management (AUM), AUM growth rate,
years in existence, advanced industry credentials of the firm’s
advisers, online accessibility, and compliance records. There are
no fees or other considerations required of firms that apply for
the FT 300.
“We appreciate being recognized by a prestigious publication
like the Financial Times, as it stems from the investments we make
in our employees and our operational infrastructure – including
risk management and technology,” said Richard M. Burridge, RMB’s
founding partner, CEO and chief investment officer. “These
investments support our commitment to providing wealth management
clients with a highly personalized experience, which we believe is
instrumental to client retention and organic growth.”
The final FT 300 represents an impressive cohort of elite
registered investment advisory firms, as the “average” practice in
this year’s list has been in existence for 24 years and manages
$2.7 billion in assets. RMB was founded in 2005.
RMB counsels its wealth management clients with an investment
philosophy centered on several core ideas: taking a long-term view,
conducting fundamental analysis, being opportunistic yet
disciplined, and avoiding unnecessary risk.
About RMB Wealth Management
For high-net-worth individuals and families, RMB Wealth
Management provides holistic financial planning services as well as
asset allocation recommendations and investment implementation. The
goal is to pilot a personalized financial plan designed with each
client’s best interests, unique needs, and long-term objectives in
mind.
About RMB Capital
RMB Capital is an independent, diversified financial services
firm. Its businesses include wealth management, asset management,
and retirement plan consulting. RMB is headquartered in Chicago
with offices in Denver, Jackson Hole, Wyo., Lake Forest, Ill.,
Washington, D.C., and New York City. To learn more about RMB
Capital, visit www.rmbcap.com.
View source
version on businesswire.com: http://www.businesswire.com/news/home/20170622005013/en/
RMB CapitalKate Demet, 312-784-3203S.V.P, Director of
Marketing & Communicationskdemet@rmbcap.comorMedia
Contact:Greenhouse PartnersShawn Malayter,
872-267-2636Senior Associatesmalayter@greenhousepartners.com