LCG Advisors, a US-based transaction advisory firm, has established a new private wealth management group called LCG Private Client Group.
The newly set up registered investment advisor will provide private wealth planning and investment management services to business-owners, entrepreneurs, and high-net-worth individuals and families whose portfolios include private assets and alternative investments.
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Additionally, the firm has appointed Rafael Williamson from Wells Fargo Private Bank as chief investment officer for the new group.
Also, Vincent Della Rocca will join the new group as managing director and Kevin Daniels will join as chief operating officer and chief compliance officer.
In his new role, Rocca will be in charge for developing relationships with entrepreneurs and executives as part of LCG’s trusted advisor approach.
The new Private Client Group will enable the firm to manage client’s liquid assets while assisting with direct corporate needs such as capital raising, mergers and acquisitions, and succession and exit planning.
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By GlobalDataThe launch of LCG’s Private Client Group follows an investment by Gregg Smith, a co-founder of Smith Breeden Associates, an investment advisory firm that manages portfolios for pension funds, foundations, insurance companies, private banks, and sovereign funds.
LCG Advisors said that Smith will oversee LCG’s advisory board and several proprietary services.
Smith said: "LCG has an unbelievable opportunity to leverage its core skills in the credit and capital markets and strong industry relationships to benefit individual investors like me."
Williamson said: "With PCG complementing LCG’s due diligence and corporate advisory services, we can provide the products and services offered by the larger management firms but without the conflicts and constraints."
