Bringing you live news and features since 2006 

Klingenstein, Fields and Co rebrands as Klingenstein Fields Wealth Advisors

RELATED TOPICS​

Klingenstein, Fields & Co is now operating as Klingenstein Fields Wealth Advisors. The new brand highlights the firm's integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.

The initiative included the development of a new brand visual identity and positioning to reflect its ability to adapt to changing client needs, while remaining true to its legacy as a premier money management firm for wealthy individuals and families for multiple generations. Klingenstein Fields Wealth Advisors, is a privately held firm, investing in separately managed accounts for over 250 client families with a combined asset base of approximately USD3.2 billion.
 
"We're proud of our heritage of providing highly personalised wealth management services to our clients, and we want to make sure that our brand continues to reflect this heritage, while also representing our ongoing responsiveness to change," says Kenneth D Pollinger (pictured), Co-Chairman and CEO for Klingenstein Fields Wealth Advisors. "We're firmly committed to continuous improvement in the interest of our clients."
 
A number of recent corporate initiatives designed to further strengthen its wealth management offering support the new brand, including the addition of an experienced wealth planner and expansion of its internal and third-party asset management solutions.
 
The new brand positioning emphasises the five core reasons clients select Klingenstein Fields Wealth Advisors: customised wealth management, comprehensive planning, tailored solutions, proactive communications, and a trusted partnership. The rebranding initiative includes a comprehensive website redesign, a marketing communications program that reflects the new brand, and the launch of ongoing thought leadership designed to provide timely and useful perspectives to clients on key wealth management and market issues and developments.

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

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...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
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