Eight advisors with a combined $5.5 million in annual revenue broke away from Wells Fargo Advisors this week to join Sanctuary Global, a subsidiary of Sanctuary Wealth that’s focused on international clients. The team, now known as Excelsis Global Private Wealth, is Sanctuary’s first multicity firm, with offices in McAllen, Laredo and San Antonio, Texas. Assets were not disclosed.
"Excelsis Global Private Wealth is the largest breakaway from the wirehouse world to join Sanctuary Global to date and we have a robust pipeline of domestic- and internationally-focused teams that will continue to drive our long-term growth,” said Vince Fertitta, co-president, Sanctuary Global, in a statement.
In January, Wells Fargo announced plans to stop serving clients outside the U.S. in an effort to “simplify the business.” That move has prompted many advisors with international business to jump ship. Snowden Lane Partners, for instance, a hybrid firm, has been slowly chipping away Wells Fargo’s international businesses in Manhattan and Miami.
Excelsis Global Private Wealth, which has a focus in Mexico, includes Senior Wealth Advisors and Managing Partners Marlen Lopez, Roberto Lopez, Erasmo Salinas, Florentino Chapa, Lorena Guerrero and Javier Ordorica in the McAllen office. Senior Wealth Advisor and Managing Partner Carlos de la Garza will lead the Laredo office, and Senior Wealth Advisor and Managing Partner Rene Perez will lead the San Antonio office.
In March, Sanctuary announced Sanctuary Global, a new effort to expand its reach into the Latin American wealth management space, and opened an office in Miami to accelerate that growth. In late May, Sanctuary Global added former tennis pro Rodolfo “Rudy” Rake to its growing roster of international wealth advisors. Rake joined from Morgan Stanley.
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