When choosing a steward for your wealth and your legacy, experience and principles are paramount. With Alex. Brown, you’ll benefit from a tradition of integrity that demands we put clients first in all that we do.
Your duties as a decision-maker are complex, and we provide the diligent and objective guidance to help you uphold them. Our holistic approach to institutional consulting assesses all facets of your organization’s goals, needs and financial health to develop customized, efficient strategies.
With a suite of high-caliber, boutique services designed not simply to enhance your capabilities but also to increase the efficiency and agility of your practice, Alex. Brown puts the resources to craft solutions to even the most complex client need at your disposal.
Alex. Brown & Sons founded, becoming the first investment banking firm
Financed the continent's first railroad, the Baltimore & Ohio, which opened markets to the West
Issued letters of credit, one of the firm's earliest innovations, to help rebuild businesses in the South after the Civil War
Purchased seat on the New York Stock Exchange
Pioneered industry-focused healthcare conference
Helped launch IPOs for Microsoft, Oracle and Sun Microsystems over a 10-day period
Brought AOL and Starbucks public in the same year
Merger with Bankers Trust Company added premier private wealth management capabilities and enabled global competition for corporate clients
Deutsche Bank acquired Bankers Trust, creating a global platform with expanded investment banking and a wider product variety
Deutsche Bank Alex. Brown celebrated its 200-year anniversary
Deutsche Bank shares listed on New York Stock Exchange
Deutsche Bank acquired Zurich Scudder Investments and RREEF, becoming one of the world’s largest managers of assets and real estate
Deutsche Asset & Wealth Management is formed
Raymond James acquires the U.S. private client services unit of Deutsche Asset & Wealth Management, operating under Alex. Brown brand
09/27/17 – Forbes: America’s Top Wealth Advisors
07/25/17 – Forbes: Top Millennial Advisors
04/19/17 – Barron’s: 2017 Top 100 Financial Advisors
03/06/17 – Barron’s: 2017 Top 1000 Financial Advisors
12/27/16 – Think Advisor: Alex. Brown is Back
04/21/16 – Acquisition announcement