Multi Ways Holdings: NewEdge Wealth Expands Leadership to Enhance Client Services

NewEdge Wealth Enhances Client Services with Strategic Talent Acquisition

NewEdge Wealth, a registered investment advisor catering to ultra high net worth families, family offices, and institutional clients, recently augments its leadership team with the appointment of experienced wealth managers William deButts and Jimmy Patrick as Managing Directors. DeButts, who will operate from Atlanta, brings a wealth of knowledge from his tenure at Morgan Stanley and Convergent Wealth Advisors, alongside his experience founding Glenmore Advisors, which merged with Edge Capital Partners. Patrick, marking a significant milestone as the first advisor in North Carolina, possesses over two decades of experience from prominent firms such as Lehman Brothers and Credit Suisse. Both executives previously held senior roles at Edge Capital Partners, reinforcing NewEdge's commitment to enhancing its service offerings.

Rob Sechan, Co-Founder and CEO of NewEdge Wealth, expresses enthusiasm about the new hires, emphasizing their extensive backgrounds and how they will bolster the firm's personalized services to discerning clients. DeButts is recognized for crafting comprehensive investment strategies, particularly for ultra high net worth families and foundations, while Patrick has played a pivotal role in strategic initiatives, demonstrating a solid foundation in wealth management. With these additions, NewEdge Wealth now features over 50 ultra high net worth advisors across 14 locations, including major financial hubs like Atlanta, Miami, Nashville, and San Francisco, positioning the firm to better serve its elite client base.

NewEdge Wealth is part of the broader NewEdge Capital Group, which encompasses more than 400 financial advisors managing a diverse range of households and institutions. The firm has gained recognition as one of Barron’s Top 100 RIA Firms and Forbes’ America’s Top RIA Firms, focusing on delivering high-quality, personalized service coupled with institutional-grade products. This strategic expansion aligns with NewEdge's mission to attract top-tier talent, ensuring that it remains positioned to meet the evolving needs of its clients in a competitive market.

In a related development, NewEdge Wealth's growth trajectory emphasizes the increasing demand for personalized wealth management services amid a complex financial landscape. The firm’s commitment to integrating advanced technology is crucial for strengthening client-advisor relationships, ensuring that clients receive tailored advice and access to sophisticated investment solutions. This approach positions NewEdge Wealth as a leader in the ultra high net worth advisory space, capable of navigating the unique challenges faced by its clientele.

As the wealth management industry continues to evolve, the strategic hiring of seasoned professionals like deButts and Patrick underscores NewEdge Wealth's dedication to enhancing its service model. By fostering a culture of excellence and innovation, the firm not only aims to meet but exceed the expectations of its sophisticated client base, maintaining its status as a premier advisor in the sector.