Fiduciary Trust International Expands New York Office with Addition of Two Seasoned Portfolio Managers
Fiduciary Trust International, a subsidiary of Franklin Templeton (BEN), has expanded its New York office with the addition of two experienced portfolio managers: Debjani Bagchi, CFA, and Peter E. McEvoy, CFP®. Bagchi brings nearly 30 years of investment management experience, having previously managed multi-asset portfolios exceeding $2 billion at Deutsche Bank. McEvoy joins with almost 40 years of experience, most recently from Deutsche Bank International Private Bank.
This expansion aims to enhance Fiduciary Trust's expertise in the Northeast region, focusing on personalized wealth management and holistic portfolio construction for ultra-high-net-worth clients. The new hires are expected to leverage the firm's comprehensive investment platform and sophisticated portfolio construction capabilities to provide tailored services and foster lasting client relationships.
Fiduciary Trust International, una filiale di Franklin Templeton (BEN), ha ampliato il suo ufficio di New York con l'aggiunta di due gestori di portafoglio esperti: Debjani Bagchi, CFA, e Peter E. McEvoy, CFP®. Bagchi porta con sé quasi 30 anni di esperienza nella gestione degli investimenti, avendo precedentemente gestito portafogli multi-asset superiori a $2 miliardi presso Deutsche Bank. McEvoy si unisce con quasi 40 anni di esperienza, proveniente più recentemente da Deutsche Bank International Private Bank.
Questa espansione mira a potenziare l'esperienza di Fiduciary Trust nella regione nord-orientale, concentrandosi sulla gestione patrimoniale personalizzata e sulla costruzione olistica dei portafogli per clienti ultra-high-net-worth. I nuovi assunti dovrebbero sfruttare la piattaforma di investimento completa dell'azienda e le sofisticate capacità di costruzione del portafoglio per fornire servizi su misura e coltivare relazioni durature con i clienti.
Fiduciary Trust International, una subsidiaria de Franklin Templeton (BEN), ha ampliado su oficina en Nueva York con la incorporación de dos gestores de carteras experimentados: Debjani Bagchi, CFA, y Peter E. McEvoy, CFP®. Bagchi aporta casi 30 años de experiencia en la gestión de inversiones, habiendo gestionado anteriormente carteras de múltiples activos que superan los $2 mil millones en Deutsche Bank. McEvoy se une con casi 40 años de experiencia, más recientemente de Deutsche Bank International Private Bank.
Esta expansión tiene como objetivo mejorar la experiencia de Fiduciary Trust en la región noreste, centrándose en la gestión de patrimonio personalizada y la construcción holística de carteras para clientes de ultra alto patrimonio. Se espera que las nuevas incorporaciones aprovechen la plataforma de inversión integral de la empresa y sus sofisticadas capacidades de construcción de carteras para proporcionar servicios personalizados y fomentar relaciones duraderas con los clientes.
피듀셔리 트러스트 인터내셔널은 프랭클린 템플턴 (BEN)의 자회사로, 두 명의 숙련된 포트폴리오 매니저인 데브자니 바그치, CFA와 피터 E. 맥에보이, CFP®를 추가하여 뉴욕 사무소를 확장했습니다. 바그치는 이전에 도이치 뱅크에서 20억 달러 이상의 멀티 자산 포트폴리오를 관리한 경험이 있는 거의 30년의 투자 관리 경험을 가지고 있습니다. 맥에보이는 도이치 뱅크 국제 사모 은행에서 가장 최근에 40년 가까운 경력을 가지고 합류했습니다.
이번 확장은 피듀셔리 트러스트의 북동부 지역 전문성을 강화하여, 초고액 자산 고객을 위한 개인화된 자산 관리 및 전체적인 포트폴리오 구성을 집중적으로 제공하는 것을 목표로 하고 있습니다. 새로운 채용은 회사의 종합 투자 플랫폼과 정교한 포트폴리오 구성 능력을 활용하여 맞춤형 서비스를 제공하고 지속적인 고객 관계를 형성할 것으로 기대됩니다.
Fiduciary Trust International, une filiale de Franklin Templeton (BEN), a élargi son bureau de New York avec l'ajout de deux gestionnaires de portefeuille expérimentés : Debjani Bagchi, CFA et Peter E. McEvoy, CFP®. Bagchi apporte près de 30 ans d'expérience en gestion d'investissements, ayant précédemment géré des portefeuilles multi-actifs dépassant 2 milliards de dollars chez Deutsche Bank. McEvoy rejoint l'équipe avec presque 40 ans d'expérience, venant de Deutsche Bank International Private Bank.
Cette expansion vise à renforcer l'expertise de Fiduciary Trust dans la région du Nord-Est, en se concentrant sur la gestion de patrimoine personnalisée et la construction holistique de portefeuilles pour des clients à très haut patrimoine. Les nouvelles recrues sont censées tirer parti de la plateforme d'investissement complète de l'entreprise et des capacités sophistiquées de construction de portefeuilles pour fournir des services sur mesure et favoriser des relations clients durables.
Fiduciary Trust International, eine Tochtergesellschaft von Franklin Templeton (BEN), hat ihre Niederlassung in New York mit der Hinzufügung zweier erfahrener Portfoliomanager erweitert: Debjani Bagchi, CFA und Peter E. McEvoy, CFP®. Bagchi bringt nahezu 30 Jahre Erfahrung im Bereich Investmentmanagement mit, nachdem sie zuvor Multi-Asset-Portfolios mit einem Gesamtwert von über 2 Milliarden Dollar bei der Deutschen Bank verwaltet hat. McEvoy bringt fast 40 Jahre Erfahrung mit, zuletzt von der Deutschen Bank International Private Bank.
Diese Expansion zielt darauf ab, die Expertise von Fiduciary Trust in der Nordostregion zu verbessern, mit einem Fokus auf personalisierte Vermögensverwaltung und ganzheitliche Portfoliokonstruktion für ultra-hochvermögende Kunden. Die neuen Mitarbeiter sollen die umfassende Investmentplattform des Unternehmens und die ausgeklügelten Portfoliokonstruktionsfähigkeiten nutzen, um maßgeschneiderte Dienstleistungen anzubieten und langfristige Kundenbeziehungen zu fördern.
- Addition of two seasoned portfolio managers with extensive experience in managing multi-billion dollar portfolios
- Expansion of expertise in the Northeast region, potentially leading to improved client services
- Enhanced capability to serve ultra-high-net-worth clients, which could lead to increased assets under management
- None.
"Expanding our expertise in the Northeast region enables us to keep our unwavering attention on the unique aspects of our clients’ lives and their financial profiles," said Anne Fitzpatrick Donahue, Fiduciary Trust International regional managing director for the
Ms. Bagchi brings nearly three decades of investment management experience to the team. Before joining Fiduciary Trust, Ms. Bagchi served for more than 10 years as managing director and senior portfolio manager at Deutsche Bank Private Wealth Management. There, she oversaw multi-asset portfolios exceeding
"I am honored to join Fiduciary Trust International and contribute to its legacy of wealth management leadership and investment excellence," said Ms. Bagchi. "I look forward to leveraging our full array of institutional-quality investment solutions to empower clients in achieving their diverse financial objectives."
Earlier in her career, Ms. Bagchi held roles at international financial organizations such as the International Finance Corporation (IFC), the United Nations Capital Development Fund (UNCDF), and the Asian Development Bank (ADB), where she served as an investment consultant and lead analyst. She started her career as a senior associate for
Ms. Bagchi, a member of the CFA Institute and CFA Society New York, holds an MPA in Economics and Development with a Certificate in Demography from
Mr. McEvoy, with nearly four decades of experience, joins Fiduciary Trust International from Deutsche Bank International Private Bank, where he was a senior portfolio manager overseeing large complex family and institutional relationships on both an agency and fiduciary basis. Before that, he spent almost 20 years as a senior portfolio manager and northeast team leader at BlackRock Private Investors (formerly Merrill Lynch Investment Managers, MLIM). He began his career in 1987 as a portfolio manager at Bankers Trust.
"I am proud to join Fiduciary Trust International, a firm known throughout the industry for its leading investment management solutions," said Mr. McEvoy. "I look forward to leveraging the flexibility of our comprehensive investment platform and sophisticated portfolio construction capabilities to provide clients with tailored service, while also fostering lasting relationships."
Mr. McEvoy holds a Master of Business Administration (MBA) in Finance from Fordham University and a Bachelor of Arts in Economics from Rutgers University. He is an EFFAS Certified ESG Analyst (CESGA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), a member of the Financial Planning Association of Metro New York and is a recipient of the Distinguished Eagle Scout Award from the Boy Scouts of America.
"Debjani and Peter bring extensive experience in serving ultra-high-net-worth clients," said Carin L. Pai, CFA, executive vice president and head of portfolio management and equities at Fiduciary Trust International. "Debjani's exceptional talents in managing multi-billion-dollar portfolios and Peter's proven track record in overseeing complex institutional relationships will amplify our ability to build and manage personalized investment portfolios in pursuit of client goals."
About Fiduciary Trust International
Fiduciary Trust International, a global wealth management firm headquartered in
About Franklin Templeton
Franklin Resources, Inc. [NYSE: BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the
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Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com
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ft@jconnelly.com
Source: Fiduciary Trust International
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