Bringing you live news and features since 2006 

Evercore Wealth Management to acquire Morse Williams

RELATED TOPICS​

Evercore Wealth Management has entered into a definitive agreement to purchase Morse Williams, an SEC registered investment adviser which manages approximately USD190m for individual clients, families and related institutions.

Jeff Maurer (pictured), partner and chief executive of Evercore Wealth Management, says: "Bob Morse and his team bring over 40 years of investment experience and a complementary skill set to our current team. We are looking forward to his active participation in our investment process as we continue to grow our business."

Evercore Wealth Management has also celebrated its one year anniversary by reaching more than USD1.5bn in assets under management.

"Our partnership model resonates with clients because we deliver unconflicted advice and undiluted investment expertise,” says Maurer. “We are exclusively focused on our clients’ goals.”

Evercore Wealth Management, a subsidiary of Evercore Partners, serves high net worth individuals, families and related institutions, delivering investment management, financial planning, trust and custody services. It has offices in New York and San Francisco.

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
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....
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