Mariner Wealth Advisors, an independent wealth advisory firm, has unveiled a new Mariner Trust Company to solve its client’s multi-generational wealth planning challenges.
The launch of Mariner Trust Company is part of the firms’ initiatives to achieve its goal of delivering wide range of solutions to meet diverse client needs.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Other initiatives include the launch of FirstPoint Financial for providing personalised financial advice and industry-leading resources with no minimum asset requirements and the expansion of the firm’s services to additional cities across the country.
Mariner Wealth Advisors CEO Martin C Bicknell said the launch of Mariner Trust is an exciting advancement for their firm, as it furthers their goal of delivering comprehensive wealth advisory services driven strictly by client needs.
"We are thrilled to bring trust services to our clients, and are especially pleased that a professional of Bob Swift’s calibre has agreed to lead us in these efforts," Bicknell added.
The company also hired Robert J Swift in September 2013 to lead the expansion of its trust capabilities.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataSwift said Mariner Trust Company will provide enhanced trust and estate planning services through clients’ existing wealth advisory teams, with competitive fees and exceptional service.
"I am honoured to be leading this very exciting initiative and look forward to helping clients in securing their financial futures," Swift added.
