PineBridge Investments has signed an agreement to invest in, and provide services to, Method Holdings (Method), a financial holding company focused on aggregating the wealth management subsidiaries of “Top 100” CPA firms.
The PineBridge-Method partnership is designed to bring PineBridge’s proven investment strategies, asset allocation capabilities and manager selection expertise to Method’s wealth management platform for Registered Investment Advisors.
Method invests in, and provides asset management services to, the wealth management subsidiaries of large public accounting firms. These services range from a state-of-the-art investment platform to providing investment advice to individual investors.
“PineBridge has a long history of being a pioneer in the asset management industry – we have ventured into new geographies, developed innovative investment strategies, and uncovered unique, underpenetrated channels of assets,” says Win Neuger, Chief Executive Officer of PineBridge. “This partnership was born from such ambitions, and we will continue to pursue these types of opportunities on behalf of the firm and our clients.”
J Dan Simms, Managing Partner of Habif, Arogeti & Wynne, a Top 100 CPA firm based in Atlanta, and a Method Holdings client firm, says, “HAW is excited about the opportunities that the PineBridge-Method platform brings to our wealth management clients, and we believe that this partnership will benefit firms like ours by providing institutional-quality investment management solutions and services tailored to individual investor needs.”
“We look forward to working with PineBridge and capitalising on its investment teams’ expertise,” says Tony Wood, Chairman and Chief Executive Officer of Method. “We value the firm’s institutional and global perspectives and are confident that this partnership will significantly enhance our offering.”