Connect with us

Technology

Lido Advisors to Combine with Pegasus Partners to Further Strengthen UHNW Offering

Published

on

Complementary Midwestern RIA with Over $3B in RAUM across 300 Families

LOS ANGELES, Oct. 21, 2024 /PRNewswire/ — Lido Advisors, LLC (Lido), a leading wealth advisory firm with over $24 billion in regulatory assets under management (RAUM) as of September 30, 2024, announced today that it will be partnering with Pegasus Partners (Pegasus), a Mequon, WI-based RIA with over $3 billion in RAUM as of the end of 2023. Founded in 2015, Pegasus specializes in comprehensive wealth management and family office solutions for ultra-high-net-worth families, with a focus on investment management, financial planning, family wealth transfers, and alternative investments.

“Serving the sophisticated wealth management needs of families in all aspects of their financial lives and legacies requires steadfast commitment to specialized expertise and the highest ethical standards. The Pegasus team exemplifies this commitment,” said Ken Stern, CFP®, President of Lido Advisors. “Together, we will strengthen our engagement with UHNW families in the Midwest community and beyond.”

All 22 members of Pegasus will be joining Lido, with the majority becoming partners. Pegasus is led by Todd Krieg, JD, CFA, Founder and Chief Executive Officer, and Matt D’Attilio, CFA, Founder and President. “In Lido, we saw a partner who shares our mission of putting client interests first, and serving them with deep investment capabilities, selective alternatives, and advanced wealth planning. With Lido we are aligned in building a brand that embodies excellence. Together, we will work to continuously enhance the investment and wealth planning advice that we offer to the families, foundations, and institutions we work with. Simply put, we are excited for the many opportunities as one firm,” said Todd.

“The cultural alignment and the opportunity to expand across the Midwest make Pegasus an obvious fit with our strategic vision,” said Jason Ozur, CPA, CEO of Lido Advisors. “I cannot imagine finding a team more capable of helping us grow our clientele with the highest level of investment and wealth management support.”

Park Sutton Advisors, a Waller Helms Company, served as exclusive financial advisor to Pegasus.

About Lido Advisors
Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with $24 billion in regulatory assets under management and 15 physical offices across the United States. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core, and tactical investment strategies. Lido provides a family office experience to its clients with a deep commitment to personalized, comprehensive wealth planning and access to affiliated professionals providing bespoke tax, estate, and legacy solutions. Lido is focused on creating an innovative, high-touch client experience and becoming its clients’ financial life partner. For more information, please visit www.lidoadvisors.com.

Lido Advisors, LLC is an investment advisor registered with the Securities & Exchange Commission. SEC registration does not denote competence, ability, or expertise. Please review our Form ADV, which provides this information, at adviserinfo.sec.gov, call us at (310) 278-8232, or mail us at 1875 Century Park East, Suite 950, Los Angeles, CA 90067 for a copy of our Form ADV.

Media Contact
Sarah Tremallo
JConnelly for Lido Advisors
908.967.0381
stremallo@jconnelly.com

 

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/lido-advisors-to-combine-with-pegasus-partners-to-further-strengthen-uhnw-offering-302281865.html

SOURCE Lido Advisors

Continue Reading
Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Technology

Singapore’s Sodion Energy Secures MWh Supply of US Developed Advanced Sodium-Ion Batteries from UNIGRID

Published

on

By

SINGAPORE, Jan. 13, 2025 /PRNewswire/ — Sodion Energy, a leading provider of sodium-ion batteries for e-mobility and integrated energy storage solutions in Southeast Asia, has secured a landmark agreement for an initial 10 MWh supply of advanced sodium-ion batteries developed by UNIGRID Inc., a California-based innovator in sodium-ion battery technology.

This collaboration strengthens Sodion Energy’s ability to address the region’s rising demand for affordable, eco-friendly, and high-performance battery solutions across mobility and energy storage sectors.

“Our collaboration with UNIGRID is a game-changer,” said Dr. CC Hang, Chairman of Sodion Energy. “These next-generation sodium-ion batteries will allow us to tackle key markets, starting with lead-acid battery replacements in e-mobility and extending into large-scale renewable energy projects and grid stabilization initiatives.”

Sodium-ion batteries offer distinct advantages, including cost-efficiency, enhanced safety, and the use of abundant raw materials, making them a sustainable choice for energy storage. With fast-charging capabilities and intrinsic non-flammability, they are exceptionally suited to Southeast Asia’s tropical climate and rapidly growing energy needs.

With a strategic focus on advanced battery technologies, Sodion Energy is poised to play a key role in driving Southeast Asia’s transition to cleaner, safer, and more sustainable energy solutions.

Website: https://sodione.com

Follow us on LinkedIn: Sodion Energy

About Sodion Energy

Headquartered in Singapore, Sodion Energy is an applications engineering leader driving the commercialization of Sodium-ion batteries across Southeast Asia. SE’s sodium-ion pack solutions are tailored to meet the diverse needs of industries such as mobility and energy storage, contributing to a more sustainable future.

View original content:https://www.prnewswire.com/apac/news-releases/singapores-sodion-energy-secures-mwh-supply-of-us-developed-advanced-sodium-ion-batteries-from-unigrid-302347661.html

SOURCE UNIGRID and Sodion Energy Pte. Ltd

Continue Reading

Technology

AirCheck Australia & New Zealand Renamed as RCS MEDIA MONITORS

Published

on

By

SYDNEY, Jan. 13, 2025 /PRNewswire/ — AirCheck, a leading provider of broadcast monitoring services in Australia and New Zealand is pleased to announce its renaming as RCS MEDIA MONITORS, effective immediately.

AirCheck monitors songs and commercials providing almost real time reporting tools for radio and television broadcasters, music media, record companies, advertising agencies and industry analysts.

This change reflects the company’s growth, expanded service offerings, and a strengthened focus on providing comprehensive media intelligence.

The new name, RCS MEDIA MONITORS, builds on the expertise of its parent company, RCS, to offer enhanced monitoring solutions. By integrating RCS’s global technology and resources, the company will provide clients with a broader range of tools for tracking and analysing media campaigns across a variety of platforms and markets.

“We’re excited to take this step forward,” said Philippe Generali, President and CEO of RCS Global. “The rebranding to RCS MEDIA MONITORS allows us to expand our reach and improve our services, giving clients access to deeper insights and a wider array of media monitoring tools. With RCS’s support, we can offer more robust data and solutions that cover not just broadcast, but also digital and emerging media channels.”

The name change signals the company’s commitment to evolving with the changing media landscape. With RCS MEDIA MONITORS, clients can expect the same reliable monitoring services they’ve trusted for over 20 years in Australia and 15 years in NZ.

www.rcsmediamonitors.com.au

About RCS MEDIA MONITORS

RCS MEDIA MONITORS (formerly AirCheck) is a leading provider of broadcast monitoring and media intelligence solutions in Australia, New Zealand and India. The company helps clients across industries optimise media strategies, measure performance, and gain insights from a wide range of traditional and digital media. RCS MEDIA MONITORS is part of RCS, a global leader in broadcast automation and media technology.

View original content to download multimedia:https://www.prnewswire.com/apac/news-releases/aircheck-australia–new-zealand-renamed-as-rcs-media-monitors-302347810.html

SOURCE RCS MEDIA MONITORS

Continue Reading

Technology

iM Global Partner mourns the passing of Philippe Uzan

Published

on

By

PARIS, Jan. 13, 2025 /PRNewswire/ — It is with deep sadness that iM Global Partner (iMGP) announces the passing, one month ago, of our dear friend and colleague, Philippe Uzan.

 

 

Philippe’s exceptional career in asset management spanned more than 30 years and is marked by remarkable achievements in the organizations for which he worked and deep contributions to the industry as a whole. His passing is a tremendous loss to all who knew and worked with him.

Philippe joined iM Global Partner in February 2020 as Deputy CEO and CIO Global Asset Management, responsible for overseeing our financial strategies and products and designing value-added investment solutions for our clients across Europe and the United States.

His expertise spanned all asset classes, and he had a deep understanding of markets and their impact on investors and their investment needs. He was an eloquent man who contributed a number of papers and articles to the media, always with the intention of educating and making financial concepts more relatable. He has left an indelible mark on our organization and on the broader industry.

Prior to joining iM Global Partner, Philippe was latterly Chief Investment Officer at Edmond De Rothschild Asset Management, where he worked for 11 years and where he led the portfolio management teams, optimizing the synergies between analysis and portfolio management. He previously spent three years as Research and Global Asset Allocation Director, where he developed the portfolio management and research teams and modernized investment processes and the product range.

Philippe began his career as an Equity Derivatives Trader at Société Générale and held roles at AGF Asset Management (now part of Allianz Global Investors) and Natixis AM.

Throughout his career, Philippe’s outstanding intelligence, humility, and collaborative spirit earned him the respect and admiration of his peers.

Philippe Couvrecelle, Founder and CEO of iM Global Partner, expressed his heartfelt condolences: “It was with infinite sadness and pain that I learned of Philippe’s passing from a devastating illness. I had known Philippe closely for almost 20 years, as we worked together for Natixis, Edmond de Rothschild and iMGP. I pay immense tribute to his humanity, his sense of humor, his brilliant intelligence and his presence, which I will deeply miss. We had shared so much and still had so much to do together. In his memory, we will continue our path forward with strength, success and intensity, always preserving our values and our company culture to which he was so attached.

We will all miss Philippe enormously at iM Global Partner. He will be remembered not only for his professional achievements but also for his warmth, generosity, kindness and his unwavering dedication to his colleagues and community. Our thoughts are with his wife and three children, his family, friends and loved ones during this difficult time.”

CONTACT: media@imgp.com

 

 

SOURCE iM Global Partner

Continue Reading

Trending