As per the agreemenet, Dynasty Financial Partners will offer Alexandra & James an array of services including technology, managed investments, institutional research, trust and insurance services and credit facilities.
Dynasty Financial will offer another core service to Alexandra & James, namely access to trusts, structured products, alternative investments and marketing.
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"We’ve grown to the point where we need a best-in-class platform to continue providing our clients with a superior level of service," Michelle Smith, CEO of Alexandra & James Wealth Management said. "Becoming part of Dynasty’s network means better and broader offerings, deeper research and analytics, and more sophisticated back-end services such as reporting to clients."
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