Rogerscasey Extends Reach to HNW Market

The agreement will provide clients of St. Louis-based Lowenhaupt Global Advisors, a family office serving wealthy families, an enhanced level of customized portfolio management by leveraging the global expertise and resources of Rogerscasey. The agreement also will allow Lowenhaupt Global Advisors to offer its clients access to money managers typically not available to individuals, according to an announcement.

Lowenhaupt Global Advisors will remain responsible for all investment management for its clients, according to the announcement.       

“Institutional strength investment analysis and evaluation capabilities are crucial to ensuring the safety, continuity and appropriateness of an investment strategy in light of the events of the past two years,” said Charles Lowenhaupt, chairman and CEO of Lowenhaupt Global Advisors. “Lowenhaupt Global Advisors is pleased that Rogerscasey, which has traditionally focused on institutional clients, has decided to establish one of its initial relationships of this type with our firm.”    

“Lowenhaupt Global Advisors is one of Rogerscasey’s initial relationships with a company focused on customizing all elements of wealth management family by family and individual by individual,” said Timothy R. Barron, president and CEO of Rogerscasey. “We are pleased to be working with a firm that not only has the history and reputation of Lowenhaupt Global Advisors but is also one of the pioneers in understanding the importance of a global perspective in serving clients.”      

Founded 40 years ago, Rogerscasey is responsible for more than $250 billion of assets for some of the largest institutions in the U.S.      

Lowenhaupt Global Advisors will remain responsible for all investment management for its clients, according to the announcement.