Bringing you live news and features since 2006 

Arcus Capital’s assets top USD700m

RELATED TOPICS​

Wealth management firm Arcus Capital Partners says it has added several new clients in the second half of the year and increased its total assets under management to more than USD700m.



Managing partners Stephen Sloan, Ross Singletary and Steve Edwards attribute their firm’s growth—assets under management are up 27 percent since the start of the year—in large part to the fee only business model that is free from conflicts of interest that affect larger firms.

“Our interests are wholly aligned with those of our clients,” Singletary says. “If we want to make an allocation change, whether to get more or less aggressive, we don’t get paid any differently, and our clients know that. It’s very transparent. In the big firm brokerage world, there’s a significant amount of opaqueness.”

In some cases, clients decided to move their assets to Arcus after having entrusted their wealth to other firms for years. In other cases, the clients are entrepreneurs who have sold their businesses and have newly liquid wealth. In both situations,

“We are very proud that both kinds of clients, those moving their assets from another firm and those who have had recent liquidity events, are consistently choosing Arcus,” Sloan says. “We have built a firm that we all believe in, and our model clearly resonates with clients.”

The three managing partners have more than 70 years of combined experience in wealth and asset management. The trio worked together at Credit Suisse private bank before forming Arcus.

Latest News

BlackRock's iShares, an undisputed leader among European ETF issuers, pushed further ahead in Q1 with EUR173 billion in trades, triple..
European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs’ share of the US ETF market rose to 8.5 per cent at the...
Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
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