A.G. Edwards Launches Gallatin Asset Management
22 Novembre 2005 - 4:20PM
PR Newswire (US)
Will Now Offer Investment Advisory Services to Third-Party
Institutions ST. LOUIS, Nov. 22 /PRNewswire-FirstCall/ -- With the
creation of Gallatin Asset Management, Inc., St. Louis-based
financial services firm A.G. Edwards, Inc., is marketing its
existing in-house investment management capabilities to third
parties -- such as mutual funds and insurance companies -- in a
subadvisory capacity. Composed of the firm's investment and
advisory research professionals, Gallatin operates as a stand-alone
enterprise and will continue to serve the brokerage firm's retail
client base while providing services for outside institutions. The
firm will earn management fees for the asset management and
advisory services it provides third parties as a subadvisor. In
this capacity, Gallatin Asset Management will oversee the
investments within certain programs offered by outside companies by
managing portfolios, providing asset allocation models or selecting
portfolio managers. For example, Gallatin recently initiated its
first subadvisory relationship with Met Investors Advisory LLC --
an offering through MetLife Investors, an affiliate of MetLife --
agreeing to provide investment advisory services for two of the
exchange- traded fund portfolios within one of the insurance
company's variable annuity products. "Our new Gallatin subsidiary
will grow our assets under management in our advisory programs and
enable us to broadly offer our asset management expertise to the
institutional market," said Peter M. Miller, chairman of Gallatin
Asset Management, Inc. "By extending our managed money platforms,
we will be able to add assets under management without adding
significant incremental costs to the firm. At the same time, the
management fees generated from these subadvisor relationships will
add a new source of income to help us expand our overall revenue
stream." Over the past several years, A.G. Edwards' fee-based
advisory services have grown significantly, with asset-management
and service-fee revenues accounting for 38 percent of the firm's
total net revenues today, compared with just 19 percent in
fiscal-year 2000. In addition, nearly 10 percent of A.G. Edwards'
total client assets today are held in fee-based accounts, versus
just more than six percent in fiscal 2000. Through its brokerage
subsidiary, A.G. Edwards & Sons, Inc., the firm will continue
to provide its clients with a wide array of portfolio offerings and
will look for opportunities to expand its current selection.
Gallatin will provide asset management or select portfolio managers
for the brokerage firm's client accounts, and the structural
changes involved in creating the Gallatin subsidiary will not
interfere with the service provided to the firm's existing retail
client base. About A.G. Edwards Drawn to the firm's client-first
philosophy, individuals and businesses have turned to A.G. Edwards
& Sons, Inc., for sound advice and access to a wide array of
investment products and services that can help them meet their
financial goals and objectives. Founded in 1887, A.G. Edwards and
its affiliates employ nearly 7,000 financial consultants in more
than 700 offices nationwide and two European locations in London
and Geneva. More information can be found on http://agedwards.com/
. How we do business Gallatin Asset Management provides investment
management services. A.G. Edwards & Sons, Inc.'s obligations
may vary depending on whether it acts as investment advisor or
broker-dealer. Please consult "Important Information About Your
Relationship With A.G. Edwards" on http://agedwards.com/disclosures
for a discussion of the differences between brokerage and advisory
services. A.G. Edwards & Sons, Inc. Member SIPC DATASOURCE:
A.G. Edwards & Sons, Inc. CONTACT: Byron Goodrich of A.G.
Edwards & Sons, Inc., +1-314-955-3235, Web site:
http://www.agedwards.com/
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