SOURCE: Fieldpoint Private Bank & Trust

Fieldpoint Private Bank & Trust

June 01, 2011 10:30 ET

Fieldpoint Private Expands Manager Research in Its Wealth Management Capabilities Through Mercer Partnership

Firm to Leverage Internal Expertise and External Resources for Unique Wealth Management Platform

GREENWICH, CT--(Marketwire - Jun 1, 2011) - Fieldpoint Private Bank & Trust has expanded its manager research and due diligence capabilities through a recent partnership with Mercer LLC. According to the company, Fieldpoint Private offers an unbiased, conflict-free manager platform for wealth management, and through the research agreement, will now combine its internal methodology of researching and evaluating traditional and alternative managers with Mercer's worldwide proprietary database of investment manager performance.

Nick Markola, Director of Research, Fieldpoint Private, said, "This new relationship with Mercer benefits Fieldpoint Private and our Members by providing access and research coverage to thousands of separate account managers, mutual funds, hedge funds, funds of hedge funds, real estate and other money managers that Mercer tracks in its database. Fieldpoint Private now enjoys access to Mercer's database of thousands of 'long only' and alternative managers, encompassing more than 20,000 styles, 60,000 track records and 80,000 research documents, all through one of the most trusted consulting firms in the world."

Fieldpoint Private provides its Members with institutional access to unique and undiscovered high-quality managers, as well as large, well established managers with exceptional track records, the company said. The firm's Founders, Shareholders and Members, a "Who's Who" of the financial industry, also play a part in identifying talented managers who may not be on radar screens of other financial institutions.

"Striking this deal with Mercer LLC complements our firm's in-house research process," said Robert S. Matthews, President & CEO, Fieldpoint Private. "Fieldpoint Private is now uniquely positioned to identify and research high-quality managers, large and small, and evaluate investment products in all major investment markets around the world."

About Fieldpoint Private Bank & Trust
Fieldpoint Private Bank & Trust (www.fieldpointprivate.com), located in Greenwich, Connecticut, is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of Wealth Management and strategy, Family Office, Private Banking and Business Banking services addressing every financial need for each of our Members including: Wealth Transfer Advice, Tax Planning, Aggregation and Performance Reporting, Risk Management, Goals-Based Investing Strategies, Sophisticated Investment Selection, Discreet and Personalized Banking, Highly Customized Credit Solutions, Custom Custody and Trust Solutions, Highly Attentive/Responsive Service and Concierge Services.

Fieldpoint Private Bank & Trust was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people's individual circumstances. Our firm is built on a philosophy of exclusive Membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our Member-oriented service approach offers a unique client experience custom crafted to each Member's financial needs.

Contact Information

  • Media Contacts:
    Robert S. Matthews
    President & CEO
    Fieldpoint Private Bank & Trust
    Email Contact

    Chet Dalzell
    PR @ UMarketing for Fieldpoint Private
    866.482.0288, ext. 180, or 917.608.2251
    Email Contact