Private Banking & Wealth Management
The wealth management marketplace is in a transformational stage as an industry. The increasing demand from clients for a sophisticated solution is driving the evolution of the industry, and the factors equated with success in the past are being redefined. The organizations that can grasp the changing landscape and implement a strategy capable of delivering the whole wealth solution to the client will have a sustainable competive advantage for years to come.
The Risch Group (TRG)’s insight is a product of the firm’s research-based analysis of the private banking and wealth management financial markets. Since our inception, TRG has represented large global concerns, mid-tier regional players, and single product/service providers in this sector.
- Private Banking
- Wealth Management
- Trusts
- Family Office
- Investment Advisors
- Financial Consulting and Planning
Executive Management
- CEO, Global Private Bank
- CEO, US Private Bank
- CEO, European Private Bank
- Regional Management:
NY, SF, Houston
- Head of National Sales, Top 3 Private Client Firm
Investment and Product Management
- CIO, Top 3 Wealth Manager
- MD, Head of Global Product Structuring, Global Private Bank
- MD, Head of LatAm Wealth Structuring, Global Private Bank
- MD, Head Investment Trust Strategy, Global Private Bank
- MD, Head of US Investment Advisory, US Private Bank
Business Development Teams
- Two-person Private Client/Banking team:
$5.5MM revenue
- Two-person Private Client/Banking team:
$6MM revenue
- Three-person Banking/Investment team:
$32MM revenue
- Three-person Family Office team:
$10-12MM revenue
- Six-person Private Client team:
$8MM revenue
Support and Infrastructure
- CFO, Private Bank
- Head of Marketing, Private Bank
- HR & Staffing, Private Bank
- Head of Regulatory & Compliance, Diversified Financial Services Firm