[June 19, 2017] |
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FallLine Securities Welcomes Requisite Capital to Wealth Management Platform
FallLine
Securities, the first wealth management platform designed
exclusively for independent private wealth advisors and their ultra-high
net worth (UHNW) clients, today announced that Requisite Capital
Management has chosen FallLine as its provider of technology, brokerage
and wealth management services.
Requisite Capital Management is a fully-integrated wealth management
firm led by Douglas John and Bryn Basiardanes Talkington. Doug was
formerly a Managing Director at UBS Private Wealth Management, where he
advised on approximately $1 billion of client assets, and Bryn a
Regional Director at UBS Asset Management. Requisite Capital Management
has offices in Dallas and Houston.
"Today's wealth management business is undergoing rapid changes as
advisors continue to seek the right environment to do what's best for
their clients," said John Straus, FallLine's CEO and co-founder.
"Advisors serving ultra-high net worth clients have specific and
specialized needs. FallLine is expert in meeting those needs. Every
aspect of our platform, whether it is our broker-dealer, technology,
processes, or the investment solutions we assist advisors in sourcing,
is purpose-built for these clients and those advising them."
FallLine exclusively serves financial advisors who cater to UHNW
individuals and families. The firm's offering enables private wealth
advisors to build their own independent hybrid RIA businesses.
FallLine's offering includes a highly-customized, integrated technology
platform, investment solution support, comprehensive transiton services
and a network built exclusively for UHNW private wealth advisors.
Additionally, FallLine is the only firm focused on the independent UHNW
marketplace that has full-service broker-dealer capabilities, providing
advisors with maximum flexibility to meet their clients' needs.
"When I first started speaking with John and his team, it was abundantly
clear how carefully FallLine had thought through the issues facing
advisors and their clients, and how well they understood our desire to
define and manage the client experience," said Doug John. "We can offer
our clients a broader, more comprehensive set of ultra-high net worth
investment solutions, and the technology and support to execute
seamlessly. FallLine's fully-integrated platform, including its
broker-dealer, compliance services, and custody at Raymond James, is
critical to our ability to truly serve our clients. We are delighted to
be part of the FallLine platform."
The independent channel is the only segment of the financial advisory
business to experience growth since the 2008 financial crisis. This
growth can be attributed to a variety of factors. Advisors often cite
premium technology, a comprehensive and unconflicted investment
platform, and the ability to operate in a client-first manner.
Financial advisors serving the ultra-high net worth client segment have
been the least likely to form their own companies. The services they
need have not been available in a turn-key package and service providers
tend to have little experience with the UHNW segment. FallLine solves
both these issues.
"We are thrilled to welcome the Requisite Capital Management team to our
platform," said FallLine President and co-founder, Peter Ruhlin.
"Requisite and its ultra-high net worth clients are illustrative of the
reasons we built FallLine. To serve professionals like Doug and Bryn, we
felt it critical to develop a more compelling solution than anything the
independent financial advisory marketplace has offered to date."
About FallLine Securities
FallLine Securities LLC, an industry innovator, is the first wealth
management platform designed exclusively for independent private wealth
advisors who serve ultra-high net worth (UHNW) clients. FallLine is the
only UHNW-focused firm that combines a registered broker-dealer, a
customized technology, investment solutions and services platform,
comprehensive transition services and a network built exclusively for
UHNW private wealth advisors. FallLine provides entrepreneurial private
wealth advisors with a clear, unified path to their own hybrid RIA.
Learn more at www.falllinesec.com.
About Requisite Capital Management
Requisite Capital Management LLC is a fully-integrated wealth management
firm serving ultra-high net worth individuals and families. It offers a
full spectrum of solutions, embracing technology as a catalyst for
defining and managing the client experience.

View source version on businesswire.com: http://www.businesswire.com/news/home/20170619005769/en/
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