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Dynasty Adds $1 Billion Texas-Based Wealth Team From Credit Suisse

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Dynasty continues to build … well, a dynasty, at least in the independent advisory space.

Dynasty Financial Partners announced Monday that it had added Texas-based Point Bridge Capital to its wealth management services and technology platform.

With offices in Dallas and Fort Worth, Point Bridge Capital is an investment management and capital advisory firm founded by former Credit Suisse director Hal Lambert. Prior to Credit Suisse, Lambert headed discretionary investments for the Southwest United States at JPMorgan Chase & Co.  Jeff Wildin, also a former director at Credit Suisse, heads the Dallas office for Point Bridge Capital as a managing director.

“Point Bridge Capital was built around our desire to provide all the capabilities of legacy Wall Street firms with a boutique, multifamily office approach,” Lambert, the firm’s CEO, said in a statement.  “As an independent firm, we provide unparalleled, institutional-quality capital advisory services to ultrahigh-net-worth individuals, family offices and institutional clients. This is possible through Dynasty’s open-architecture platform of best-in-class resources.  All of our clients benefit from the scale of the Dynasty Network.”

Tim Bello, partner and director of strategic implementation at Dynasty, said, “After a long and thoughtful process, Hal and his team founded an independent firm that enables them to focus on the needs of their client base. Point Bridge has access to the widest platform of solutions and services, and the best investments and expertise available. Hal and his team have ambitious plans to expand and now have the platform in place to expand their business across the United States.”

The company will access Dynasty’s investment platform, which integrates proprietary research from Wilshire Associates and Callan Associates and Envestnet’s portfolio tools and reporting technology. Pershing Advisor Solutions LLC will provide clearing and custody services.

“The Point Bridge team consists of extraordinary investment advisors who have built a remarkably successful business.  With their newly launched firm, we expect they will have even greater success,” said Shirl Penney, President and CEO of Dynasty Financial Partners.  “Dynasty is excited to partner with Hal and his team, and we are proud to add them to our network of truly independent advisors.”

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