Key facts
- Sanctuary Wealth has added a father-son advisor team.
- The advisors previously worked at Merrill Lynch.
- This move is described as a significant breakaway.
Sanctuary Wealth announced the addition of a father-son advisor team that previously managed client assets at Merrill Lynch. The move signifies a notable breakaway for the advisors from their former firm to join Sanctuary's platform. This expansion is part of Sanctuary Wealth's ongoing strategy to attract established advisor teams.