Bringing you live news and features since 2006 

Shelterwood team joins Pitcairn

RELATED TOPICS​

Pitcairn, a multi-family office, is hiring a team from Shelterwood led by William E. Rankin and Alanson B. Houghton III on 1 February 2010.

Pitcairn and Shelterwood share similar legacies tied to multi-generational families.

This addition will expand Pitcairn’s office presence to three locations, adding New York City to its current locations in Philadelphia and Washington, DC.

“This is a strong, strategic fit,” says Dirk Jungé, chairman and chief executive officer of Pitcairn. “We are very excited by the opportunity to bring Bill and Alan onboard. The integration of their practice along with their extensive industry experience will open multiple doors for strategic growth by Pitcairn.”

Rankin (pictured), who will join Pitcairn’s senior leadership, adds: “Pitcairn offers clients an industry leading investment process that delivers objective advice tailored to the complex needs of multi-generational families, as well as expert guidance on family governance, comprehensive planning and fiduciary services all designed to support multi-generational sustainability. Our philosophical and cultural core perfectly aligns with Pitcairn."

Shelterwood Financial was established in 2004 as a wholly-owned subsidiary of the J.M. Huber Corporation, one of the largest family-owned businesses in the US.

Pitcairn is dedicated to helping families sustain and grow their financial assets. It was established as a family office in 1923.

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
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