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Abbot Downing

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美利坚合众国

成立于

2012 (13 )

成立

最后在线: 最近无活动

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了解 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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  • 金融 财富管理主要
  • 金融 银行业
  • 金融 其他服务

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睇Abbot Downing嘅用戶仲睇…

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