.Some of the biggest RIAs to work toward a sale in 2024 is heading to Captrust.Captrust exposed on Thursday that it has acquired Boston ma Financial Monitoring (BFM), a wealth as well as possession manager with about $5bn in customer resources. The bargain is the sixth that Captrust, which manages roughly $1tn in wealth and retirement possessions, has attacked in Massachusetts in the past five years.’ Virtually coming from day one up until today, our enthusiasm for this package continued to create,’ Captrust enduring supervisor Wilson Hoyle (visualized) said to Citywire. ‘Each and every single interaction we possessed along with them got us delighted, and the additional our experts found out, the much more enthusiastic we acquired.
That has certainly not transformed today.’.