CHICAGO – June 28, 2018 – RMB Capital (“RMB”), an independent investment and advisory firm with approximately $9.1 billion in assets under management (estimated as of 3/31/18), announced that it has been included in the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. Click through to the Financial Times website for the complete list and related analysis.
Since 2014, the Financial Times has compiled its FT 300 in collaboration with its subsidiary Ignites Research, which provides business intelligence on the asset management industry. This is the second consecutive year that RMB has been named to the list.
Registered investment advisory firms that met a minimum set of criteria applied for additional consideration. Applicants were then graded on six quantifiable factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility, and compliance records. There are no fees or other considerations required of firms that apply for the FT 300.
“We view recognition like this as a testament to our hard work, which focuses on adding value for our clients in a variety of ways—through our investment solutions, advisory capabilities, and servicecentric approach,” said Richard M. Burridge, RMB’s founding partner, CEO and co-chief investment officer. “We are continually reinvesting in our business, not only because we believe it’s imperative to our long-term sustainability as an independent firm, but also to stay competitive in today’s environment. So, kudos from a respected publication like the Financial Times means a lot to us.”
The final FT 300 represents an impressive cohort of select registered investment advisory firms, which “reflects the intense competition between advisers,” according to the Financial Times. The “average” practice in this year’s list has been in existence for more than 22 years and manages $4 billion in assets; RMB was founded in 2005.
RMB counsels its wealth management clients with an investment philosophy centered on several core ideas: taking a long-term view, conducting fundamental analysis, being opportunistic yet disciplined, and avoiding unnecessary risk.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
ABOUT RMB WEALTH MANAGEMENT
For high-net-worth individuals and families, RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation. The goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind.
ABOUT RMB CAPITAL
RMB Capital is an independent investment and advisory firm. Its businesses include wealth management, family office services, asset management, and retirement plan consulting. Headquartered in Chicago, RMB also has offices in Denver; Jackson Hole, Wyo.; Lake Forest, Ill.; Milwaukee; Minneapolis; New York; Oakbrook Terrace, Ill.; and Washington D.C. To learn more about RMB, visit www.rmbcap.com.
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