NewEdge Wealth launches ultra-high-net-worth investment platform
Other - AUGUST 8, 2023

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NewEdge Wealth launches ultra-high-net-worth investment platform

by Released

NewEdge Wealth, a registered investment adviser specializing in servicing the needs of ultra-high-net-worth families, family offices and institutional clients, has launched NewEdge Investment Solutions.

The platform is designed to provide third-party financial professionals and institutions with access to many of the same strategies NewEdge Wealth utilizes.

“In combination with providing NewEdge Wealth’s ultra-high-net-worth clients with a highly personalized approach to wealth strategy, we believe we have unlocked several investment strategies that adapt to the ever-changing market landscape,” said Rob Sechan, NewEdge Wealth co-founder and CEO. “NewEdge Investment Solutions is designed to offer the broader marketplace access to these unparalleled financial solutions, and I am excited to extend them to other high-caliber institutional partners.”

The NewEdge Structured Note Strategies team, led by Michaelangelo Dooley, portfolio manager, aims to revolut

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