Dynasty Financial Partners nabbed four breakaway advisers from Merrill Lynch, who have formed a "multilingual, multigenerational" firm focused on high-net-worth entrepreneurs globally, according to a release.
The advisers sought to build a practice “unconstrained by the structure of a one-firm model,” Elizabeth van Walleghem, who co-founded the firm with Thomas Butler, said in a statement. The two had previous responsibility for managing $550 million in client assets.
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