Wealth Management
U.S.-based Evercore Wealth Management serves high-net-worth individuals, families and related institutions, delivering customized investment management, financial planning, and trust and custody services. The firm was founded in 2008 by former U.S. Trust CEO Jeff Maurer and other senior industry executives and professionals on three core principles: independent advice, undiluted investment expertise and the value of partnership. It now ranks among the leading wealth management companies in the United States.
UK-based Pan-Asset Capital Management provides high-net-worth individuals and institutional investors with specialist asset allocation advisory and investment management services across an extensive range of global asset classes. We endeavor to reduce risk by indexing investments in chosen markets and using exchange traded funds (ETFs) at the heart of our investment process.
A New Standard in
Wealth Management
Service
