May 10, 2022

Redwheel nabs head of thematic sustainability research from Abrdn

May 10, 2022 Redwheel has tapped Abrdn’s Stephanie Kelly to head up its thematic sustainability research. Redwheel, formerly known as…

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March 10, 2022

Redwheel adds powerhouse duo to sustainability team

March 10, 2022 Redwheel, formerly RWC Partners, has appointed Olivia Seddon-Daines and Katherine Velasquez Rodriguez to its sustainability team, as…

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February 3, 2022

Lincoln Peak Capital Partners With Passaic Partners

February 3, 2022 On January 1, 2022, Passaic Partners (“Passaic”) announced its launch as a newly formed, majority employee‐owned investment…

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January 28, 2022

Stephen Goddard on how the risk of Value Investing has changed over the past decade

January 28, 2022 Check out the Pensions & Investments article Perception of value equity’s low risk may not be accurate by…

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January 20, 2022

RWC Partners rebrands to Redwheel amid identity revamp

January 20, 2022 RWC Partners is changing its name to Redwheel, in a total revamp of the firm’s visual identity.…

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January 3, 2022

BBR Partners Announces 2022 New Partners: Scott Ehrlich, Brandon Pick, Kevin Widmaier

January 2022 BBR Partners has expanded their partnership ranks by promoting three tenured employees to Partner. The group includes team…

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December 15, 2021

Lincoln Peak Capital Partners With Meadow Partners

December 15, 2021 Lincoln Peak Capital completed a passive, minority equity investment in Meadow Partners (“Meadow”), establishing a long-term partnership…

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November 15, 2021

Introducing Multidimensional Impact at BBR Partners: Expanding Solutions for Client Families; Stephanie Diamond Joins the Team to Lead the Practice

November 15, 2021 BBR Partners a leading boutique wealth management firm serving wealthy families, announced they are expanding solutions for…

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October 6, 2021

Anchor Capital ranked 35 out of 100 in CNBC’s top-rated financial advisory firms of 2021

October 6, 2021 CNBC unveils its 2021 ranking of top financial advisors. The CNBC FA 100 recognizes those advisory firms…

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September 10, 2021

BBR ranked #15 in Barron’s “2021 Top 100 RIA Firms”

September 2021 BBR Partners was ranked #15 in Barron’s “Top 100 RIA Firms”. Barron’s is a weekly magazine/newspaper published by…

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