Citi Private Bank duo brings $3B to Alpha Capital Family Office
Denver RIA Alpha Capital Family Office has brought on a new two-person team with $3 billion in client assets from Citi Private Bank. Alexandra Romeo Boyles and Will Coughlin will be partners at the family office, offering an expanded set of services to ultrahigh net worth clients. “We’re very excited about Alex and Will joining […]
Alpha Capital Family Office Attracts $3B Duo from Citi Private Bank
Denver RIA Alpha Capital Family Office has brought on a new two-person team with $3 billion in client assets from Citi Private Bank. Alexandra Romeo Boyles and Will Coughlin will be partners at the family office, offering an expanded set of services to ultrahigh net worth clients. “We’re very excited about Alex and Will joining […]
Citi Advisors Managing $3 Billion Depart for Alpha Capital Family Office
A pair of advisors who oversaw more than $3 billion in client assets at Citi Private Bank has left to join Alpha Capital Family Office, a registered investment advisor in Denver serving high- and ultrahigh-net-worth individuals and families. It is Alpha’s largest recruiting win in its history, says Founding Partner Doug Campbell. The advisors, Alexandra […]
Veteran Asset Manager Joins Alpha Capital Family Offices from Northern Trust
Alpha Capital Family Offices, a Denver-based RIA providing outsourced family office services for about 100 families and a handful of companies on a flat-fee basis, has recruited Tom Riley from Northern Trust to head the construction and management of customized client portfolios.
Profile On Outside Investment Committee Member, Tim Kneen
Tim’s focus now is on helping Alpha Capital Family Office, a boutique outsourced family office provider in the DTC, achieve efficient after-tax returns and access investment opportunities that enhance investment returns.
The Rise of Independence in Private Banking
Jeff Shipley is a founder, partner and consultant with Lumina Consulting, the team behind the successful launches of Private Wealth Asset Management and Fidelis Capital in 2021. Lumina aims to help create a superior client experience and deliver on the promise that private banking once made.
Why Wealth Advisors Leave the Biggest Private Banks for Small RIAs
Lumina Consulting founder Jeff Shipley says more bank-domiciled advisors are making the choice to break away to either start or join independent RIAs.
Lumina Consulting Partners with Alpha Capital Family Office to Provide New Private Banking Experience to UHNW Clients
Lumina Consulting has partnered with Alpha Capital Family Office (ACFO), the Denver boutique outsourced family office providing family office solutions that help their clients build and preserve their wealth while focusing on their family, values, and goals. The partnership with Lumina Consulting will help ACFO continue its evolution by recruiting top private bank wealth professionals who can […]
Family Office Finds Success With Flat Fee Structure
Financial firms who are basing fees on assets under management are doing it wrong, particularly when it comes to ultra-high-net-worth clients, according to Douglas Campbell, a financial advisor with Alpha Capital Family Office.
