For custody and other back- and middle-office services, we have chosen to partner with BNY Mellon Pershing the world’s largest ($33.3 Trillion assets under custody as of 12/31/2017).
A solid reputation with world governments - and a superior credit rating - is what still makes the Bank the safest bank in the U.S. today - and one of the most highly regarded custodial banks in the world.
BNY Mellon's Pershing Advisor Services (PAS) has been serving financial services intermediaries like ReDefine Wealth Management for almost 80 years. Pershing has over 4,000 associates in 23 offices worldwide supporting approximately 1,600 financial firms, and manages client assets in more than 40 countries.
For additional global macroeconomic insight and regional public policy research, we have chosen to partner with Macro Intelligence 2 Partners.
Founded in 2011 at the request of an iconic hedge fund, their unique tangential thought process and strong calls have made their name. In turn, their client base has expanded significantly and they now serve some of the world’s largest investment banks & wealth managers, as well as select family offices. In July 2017 in partnership with Raoul Pal & RealVision TV, MI2 launched their latest initiative Macro Insiders.
Julian Brigden, Co-Founder & Head of Research, brings diverse talents to the research process including an understanding of global markets and politics, as well as a love of history. He leads a team of six professionals. The research team is complimented by a client management team of four that guides the client through all stages of engagement. They emphasize that they are a research organization, not a sales organization.