Month: March 2023
The RIA Edge Podcast: An Inside Look at an RIA Edge 100 Firm: RMB Capital’s Don Bechter

The RIA Edge Podcast: An Inside Look at an RIA Edge 100 Firm: RMB Capital’s Don Bechter

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RMB Capital has become one of the largest and most successful RIA firms in the wealth management industry – with its own, at times, under-the-radar approach to growth. A strategic approach to M&A, organic growth and management of all things capital has fueled the firm’s success over the years, landing RMB on the inaugural RIA Edge 100 list of the industry’s top firms. 

In this episode of the RIA Edge podcast, Informa Wealth Management’s Mark Bruno interviews Don Bechter, Managing Partner of RMB, about the primary contributors to the firm’s growth since inception. Specifically, Mark and Don discuss:

  • What role M&A has played in accelerating RMB’s growth and reach
  • How RMB has created a scalable, repeatable strategy for growing through both marketing and business developments
  • New roles and development programs that RMB has added to help the firm continue to grow and attract new talent

Resources:

 RIA Edge Podcast

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Connect With Don Bechter and RMB:

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RIA Edge Podcast: The Rise of Alternatives in the RIA Channel: Brookfield’s David Levi

RIA Edge Podcast: The Rise of Alternatives in the RIA Channel: Brookfield’s David Levi

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With heightened market volatility and uncertainty significantly impacting client portfolios over the last year, RIAs have been leaning more on alternative investments to present their clients with new sources of return, income and downside protection. 

In this episode of RIA Edge, David Levi, Managing Partner at Brookfield and Head of Brookfield Oaktree Wealth Solutions, shares his perspective with Informa’s Mark Bruno about the rise of alternatives in the RIA channel and the increased number of alternative offerings now directly available to high-net-worth investors. Specifically, Mark and David discuss:

  • Macro-challenges and opportunities across the RIA landscape – What are the most successful RIAs doing to drive growth, attract and retain clients in a challenging market
  • Why alternatives, why now: How alternatives have shifted from institutional to individual investors and the major driving forces behind this shift 
  • What types of problems are advisors largely looking to solve now that has prompted a heightened interest in a broader set of alternative investment options? 
  • How advisors can now access new real estate, infrastructure and private credit offerings for their clients

Resources:

 RIA Edge Podcast

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Connect With David Levi and Brookfield:

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The RIA Edge Podcast: One-on-One with AlTi CEO Michael Tiedemann

The RIA Edge Podcast: One-on-One with AlTi CEO Michael Tiedemann

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The RIA Edge Podcast: One-on-One with AlTi CEO Michael Tiedemann

At the start of 2023, Michael Tiedemann and his namesake wealth and asset management firm – Tiedemann Advisors – completed one of the largest and most unique mergers to-date in the wealth management industry. Tiedemann combined his firm with Alvarium Investments and the Cartesian Growth Corp., a Special Purpose Acquisition Company, to form Alvarium Tiedemann, or AlTi, a publicly traded firm with more than $60 billion in AUM and one of the largest publicly traded wealth managers on the globe. 

In this episode of the RIA Edge podcast, Tiedemann goes behind the deal with Mark Bruno, Managing Director of the Informa Wealth Management Group, to discuss the strategy and vision behind the deal. Specifically, Mark and Mike discuss:

  • The growth opportunities public markets present to AlTi, given its position as both a wealth and asset management company
  • How AlTi is evaluating growth opportunities moving forward, both through M&A and organic growth strategies
  • How AlTi defines “quality growth” and assigns value across the wealth management market
  • The role technology can play in creating scale and unlocking new growth opportunities

 Resources:

 RIA Edge Podcast

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Connect With Michael Tiedemann and Alavarium Tiedemann:

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