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Cross-Border Wealth Manager Chooses RBC For Custody
Wendy Connett
23 February 2011
Keats,
Connelly and Associates, a wealth management firm with approximately $265
million under advisement, has selected RBC Advisor Services’ custody platform. One
of the largest cross-border wealth management firms in North America, Keats specializes
in US-Canada cross-border issues. RBC’s custody platform will give it access to
a full-service broker-dealer and wealth management platform, widening the range
of products and services for its high net worth clients. RBC
Advisor Services, a division of RBC Capital Markets, provides custodian,
brokerage and wealth management products to financial advisors serving high net
worth clients. Keats,
Connelly and Associates has offices in Arizona and Florida.