“This is our initial location for gaining visibility and brand recognition in the region,” said Anthony C. Weagley, President and CEO. “Malvern offers a wide range of private banking and wealth management services delivered with exceptional client service that appeals to this marketplace and serves clients we have in both the Northeast and in Florida.”
Malvern’s Private Wealth Management provides customized wealth management solutions – including trust, investment management, and brokerage services – to high net worth individuals and families, foundations, and endowments.
Malvern’s Wealth management partner, Bell Rock Capital, is an SEC Registered Investment Advisor based in southern Delaware, with satellite offices in northern Delaware, Florida, Pennsylvania, New Jersey, and California. Client assets are managed as Separately Managed Accounts, for high net worth individuals and families, as well as banks and insurance companies.
The firm utilizes proprietary research as well as technology-driven investment tools to manage its accounts and conduct fundamental and technical analysis on the companies considered before investing.