Bringing you live news and features since 2006 

Evercore Wealth Management expands San Francisco office

RELATED TOPICS​

Evercore Wealth Management has appointed Bruce Elwell and Iain Silverthorne as partners in the firm’s San Francisco office.

Evercore Wealth Management has appointed Bruce Elwell and Iain Silverthorne as partners in the firm’s San Francisco office.

EWM, a division of Evercore Partners, focuses on serving clients with more than USD5m in investable assets.

The two new additions to the EWM team bring a combined 48 years of experience in the wealth management business. While new to the firm, the wealth management professionals have been working with the partners of EWM’s San Francisco office and with the firm’s chief executive Jeff Maurer for a number of years.

EWM, headquartered in New York, was founded in November 2008 by Maurer, the former chairman and chief executive officer of US Trust Corporation, in partnership with Evercore Partners.

Elwell (pictured) was previously a managing director of US Trust, Bank of America Private Wealth Management. At the firm, he was responsible for managing multi-asset class portfolios for individual clients, served on numerous national investment policy committees and supervised client-facing portfolio managers in Northern California.

Silverthorne joins EWM after serving as a senior vice president at US Trust, Bank of America Private Wealth Management, advising clients on financial planning issues, including tax efficient asset allocation and investment strategies, estate and wealth transfer planning, liability analysis and cash flow planning.

"We believe that maintaining standards of excellence in meeting the complex and sophisticated needs of our clients demands a spirit of partnership and hands-on participation best achieved by the client-centric culture of a boutique firm like EWM," says Maurer. "I am excited to welcome Bruce and Iain to our team and look forward to working with them and our other partners to best meet our clients’ needs."

Latest News

BlackRock’s global ETP flows report for June finds a steady rise with USD128.1 billion added to global ETPs in June,..
Morningstar’s global ETF flows report for the first half of 2024 shows that actively managed ETFs have captured 25 per..
The surge in bitcoin ETF launches and funds flowing into the sector is transforming institutional investment in digital assets but..
LSEG Lipper’s latest research finds that the majority of actively managed funds and ETFs globally were not able to beat..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by