Press Releases
ThinkEquity LLC Launches ThinkWealth Management
Private Wealth Management Group to Offer Best in Breed Products and Services for Wealthy Families and their Related Entities
San Francisco, CA - December 13, 2004 — ThinkEquity LLC, a research-centric institutional investment bank, today announced the launch of its private wealth management group, ThinkWealth Management. This new offering is a culmination of best practices in the world of investment management for wealthy families, partnerships and non-profit organizations. ThinkWealth Management provides a complete investment management solution that is premised on objective advice, the highest level of service, and institutional execution capabilities.
ThinkWealth Management will be led by Stephen Hohenrieder, a Managing Director of ThinkEquity LLC and he is joined by Joyce Linker, a Principal at the firm. Steve and Joyce were most recently with the Bank of America Private Bank (formerly Montgomery Securities Private Client Services) in San Francisco. They were focused on investment and wealth management strategies for high net-worth families, with more than a billion dollars of assets under advisement. "Having observed the trend of large financial institutions acquiring investment advisors, we believe there is significant demand for a small, more entrepreneurial, client-focused firm," said Steve Hohenrieder.
"ThinkWealth Management is a logical extension of the ThinkEquity LLC brand of high touch, high quality research oriented products and services we are bringing to the marketplace," said Seth Gersch, Chief Operating Officer of ThinkEquity. "Steve and Joyce bring an unparalleled set of skills and experience to this venture. We are confident that ThinkWealth Management will quickly become the premier provider of advisory and transactional services for high net-worth families."
ThinkWealth Management will offer a broad range of services to a very specific group of clients. As Steve described, "at ThinkWealth Management we do not attempt to 'be all things to all people'. Our goal is to provide customized, objective advice for wealthy families and their related entities".
The services include:
- Asset Allocation
- Portfolio Construction
- Fee-based Investment Advisory Services
- Consolidated Reporting
- Equity and Fixed Income Trading
- Hedging and Monetization of Concentrated Equity Positions
- Cash Management
"Throughout twenty years of advising clients on the evaluation and selection of independent managers three characteristics have remained critically important; client-focused service, superior execution and objective advice," said Joyce Linker. "I have joined ThinkWealth Management because I believe these characteristics form the cornerstone of the group"
In response to client feedback, ThinkWealth Management is also developing additional programs. These programs include the following:
- Peer-to-peer forums
- Strategies for non-traditional investment assets
- Topical ThinkWealth publications
About ThinkEquity
ThinkEquity is a research-centric institutional investment firm focused on the growth economy. ThinkEquity merger with Panmure Gordon in March 2007 provides its clients with global investment banking services. The firm is dedicated to providing focused insight, advisory services, and capital to institutional investors and corporate constituents in the knowledge economy's key growth verticals, including technology, healthcare, media/education and consumer/business services. For more information about ThinkEquity, please visit www.thinkequity.com. Member FINRA and SIPC.
For more information please contact:
Peter Coleman
Chief Operating Officer
ThinkEquity
415-249-2900
or
Jennifer Jones
650-529-1416
jennifer@jenniferjones.com