Company Information

Get to know Abbot Downing

Founded by Wells Fargo in 2012, Abbot Downing was created by merging two existing Wells Fargo businesses: Lowry Hill and Wells Fargo Family Wealth. It was designed to provide comprehensive, integrated services to clients with $50 million or more in investable assets. The firm offered a boutique, multi-family office experience, covering investment management, asset and income planning, legacy and estate planning, family governance, and private banking. In March 2021, Wells Fargo announced the retirement of the Abbot Downing brand, consolidating its services and clients into the broader Wells Fargo Private Bank to create a more unified wealth management offering.

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Financial Wealth ManagementPRIMARY
Financial Banking
Financial Other Service

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Abbot Downing

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.