Sanctuary will support Emerald Bay with investment research and analysis, consolidated client reporting and performance analytics, as well as strategic operational support.
Emerald Bay Wealth Management specializes in wealth management for multi-generational families and it is the seventh team to join the Sanctuary network. The firm was created by Michael Battey and Hannah Sullivan.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Commenting on the move, Jeff Spears, CEO of Sanctuary Wealth Services, said: "We are pleased to welcome Emerald Bay to Sanctuary’s expanding team of successful wealth management partners."
Michael Battey added: "Emerald Bay believes that clear, flexible, thoughtful investment and planning solutions that consider the needs of future generations drive long-term success. We’re pleased to partner with Sanctuary because it understands our commitment to delivering comprehensive and objective wealth management services to clients."
While Battey has decades of fiduciary experience as a business development professional, Sullivan is a trained equity analyst and has worked as a lead portfolio manager.
