A two-advisor team managing $400 million in Miami has switched its broker-dealer affiliation and registered investment advisory platform to Sanctuary Wealth from Insigneo.
The team, known as AZ Apice Capital Management, is headed by Walter Alves and Bruno Gorgatti, who formed their firm in 2016 after leaving Morgan Stanley.
Most of their clients are Brazilians, Sanctuary Wealth said in a release.
The team is based in Sanctuary’s Miami office.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
