The 20 Rising Stars of Wealth Management

10-22-2007 | Source: Institutional Investor News

Institutional Investor News’ inaugural issue of Rising Stars of Wealth Management spotlights 20 up-and-coming, dedicated young professionals nominated by their peers as those to watch in the wealth management industry.

Our winning nominees oversee between $50 million and $32 billion in assets under management and work across the U.S., Europe, Asia, the Middle East and Latin America.

They have specialized in, among others, investment management, trust and estate planning, tax planning, divorce, philanthropy and concierge services and work mainly at large supermarket firms and smaller private shops—the result of an ever-shrinking universe of wealth management houses following the consolidation trend in the industry.

Other noteworthy points about our nominees:

• 35% work for private banks, 20% for brokerage houses, 20% for multi-family offices, 10% for trust companies, 10% for RIAs, and one nominee runs a single-family office;
• The average age is 37 (with the youngest 29 years old and the eldest 45);
• Women represent 25% of the overall group;
• 80% work in the U.S. and 20% in Greece, Russia, United Arab Emirates and India;
• 10% cater to Latin American clients
• Three nominees launched their own multi-family office;
• Two nominees work with their parents as part of financial advisory teams.

Our finalists were selected based on the following: they are 45 years old or younger, demonstrate impressive credentials and experience, show a career consistency and commitment to the broader industry through trade groups, regulatory or other memberships revealing a dedication that could make them future leaders and trendsetters.

Selecting the final 20 Rising Stars was a difficult task. Many outstanding individuals were recommended for the list. We thank the nominees and those who did the nominating for making the list possible and look forward to charting the professional progress of these Rising Stars in the years to come.

Without further ado, here are our Rising Stars, listed alphabetically by surname.

For more information and an editorial calendar please contact: Jessica Sommar, Editor of Business Publishing, II News, 212.224.3272 or jsommar@iinews.com.

To make a nomination please contact us at risingstars@iinews.com.