DALLAS--(BUSINESS WIRE)--Requisite Capital Management, a fully-integrated wealth management firm serving ultra-high net worth (UHNW) individuals and families, today announced its launch.
The firm is led by Douglas John, formerly a Managing Director at UBS Private Wealth Management, where he advised on approximately $1 billion of client assets, and Bryn Basiardanes Talkington, a Regional Director at UBS Asset Management. Both had been employees of their former firm for more than 14 years. Requisite Capital has offices in Dallas and Houston.
“We are thrilled about our new company and our ability to define and manage the client experience. We look forward to delivering a broad array of investment opportunities and services. Technology is transforming the wealth management industry. With the formation of Requisite, we can now embrace this new technology and use it as a catalyst to reshape how we deliver solutions for our clients,” noted Doug. “Our clients asked and we listened.”
“This is a tremendously exciting time for us and especially for Requisite’s clients,” said Bryn. “I am looking forward to tailoring our expanded capabilities in ways that allow us to best serve clients. We will be able to provide clients a full view of their overall balance sheet. Bottom line, we appreciate that proper management of wealth is far more encompassing than just managing client investments. We believe that our collective experience enables us to focus on what truly matters to clients.”
Concurrently, Requisite Capital Management announced that it has chosen FallLine Securities as its exclusive platform provider. FallLine’s offering includes a highly-customized, integrated technology platform, investment solution support, a broker-dealer that specializes in ultra-high net worth clients, comprehensive compliance services, custody by Raymond James and a network built exclusively for UHNW private wealth advisors. FallLine is the first wealth management platform designed exclusively for independent private wealth advisors and their ultra-high net worth clients.
“We are delighted that Requisite has chosen FallLine’s platform. Ultra-high net worth clients have unique needs and Requisite’s offering is tailor-built to address those needs,” said John Straus, FallLine’s CEO and co-founder. “We are impressed with Requisite’s vision and ability to define and manage the client experience and to work with clients in the manner that is best for the client. We are confident that this approach will make Requisite a leader among its peers. We look forward to a long and beneficial association with Doug, Bryn and the rest of the Requisite team.”
Joining John and Talkington are Ryan Dilworth, Executive Director, Investments; Angie Parra, Executive Director, Client Experiences; and Briggs Long, Associate Director.
About Requisite Capital Management
Requisite Capital Management, LLC is a fully-integrated wealth management firm serving ultra-high net worth individuals and families. It offers a full spectrum of solutions, embracing technology as a catalyst for defining and managing the client experience.
About FallLine Securities
FallLine Securities LLC, an industry innovator, is the first wealth management platform designed exclusively for independent private wealth advisors who serve ultra-high net worth (UHNW) clients. FallLine is the only UHNW-focused firm that combines a registered broker-dealer, a customized technology, investment solutions and services platform, comprehensive transition services and a network built exclusively for UHNW private wealth advisors. FallLine provides entrepreneurial private wealth advisors with a clear, unified path to their own hybrid RIA. Learn more at www.falllinesec.com.