Research & Market Insights Press Releases

03.30 2016

Mercer Advisors and Kanaly Trust Merge to Create One of the Largest Independent Wealth Managers in the United States

Client-Centric Approaches and Highly Complementary Platforms Provide Additional Scale That Will Facilitate Superior Tools for Clients SANTA BARBARA, Calif. and HOUSTON, March 28, 2016 /PRNewswire/ — Mercer Advisors and Kanaly Trust, two leading wealth management firms, today announced that they have reached a definitive agreement to merge. Upon the merger completion, the combined company will…

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11.03 2014

Kanaly Trust Announces Launch of Executive Financial Planning Program to Help HR Professionals Assist Executives in Making Smart Financial Decisions

Program will offer unbiased financial advisory services to executives ensuring they receive the best solution for their financial planning. A pioneer in the executive planning business, Kanaly Trust, LTA announced today that the firm has officially launched its executive financial planning program offering a full array of financial advisory services to executives through company-sponsored financial…

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08.25 2014

Kanaly Trust Partners With Meritage Capital to Create New Investment Solutions for HNW Investors in Alternatives

Client demand for alternatives is increasing and Kanaly sees some compelling investment opportunities in the alternatives space. Kanaly Trust, LTA announced today that the firm has partnered with Meritage Capital in developing alternatives investment solutions to offer to Kanaly HNW (high net worth) investors as part of their portfolio strategy. This is a joint effort…

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01.14 2014

Drew Kanaly Assuming Expanded duties as Chairman & President of Houston-Based Kanaly Trust, LTA

Will oversee all client service and business development activities at one of the first independent trust companies in the U.S. HOUSTON (January 14, 2014) – Kanaly Trust, LTA announced today that Drew Kanaly was appointed President of the firm and will be assuming expanded responsibilities overseeing all client service and business development activities firm-wide. Drew…

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09.18 2013

Capital Markets in Transition as Houston Leads Economic Recovery Say Experts at Annual BoyarMiller Forum

HOUSTON (Sept. 18, 2013) – Optimism regarding middle market M&A activity, private equity growth and Houston’s economic performance was dampened some by the uncertainty of the bond market and its expected “great rotation” at the annual “Current State of the Capital Markets” forum hosted annually by BoyarMiller. Expert panelists gave an overview about the key…

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10.09 2012

Kanaly Trust to Enter Partnership with Lovell Minnick

HOUSTON, October 9, 2012 – Kanaly Trust, LTA (“Kanaly Trust”) and Lovell Minnick Partners LLC (“Lovell Minnick”) are pleased to announce that Lovell Minnick has agreed to acquire Kanaly Trust, a leading independent trust company providing comprehensive wealth management and financial planning services to families, individuals and estates. Kanaly Trust has offered independent investment advice…

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06.15 2012

Kanaly Trust Designated as Premier Advisor in Houston, Texas by the National Association of Board Certified Advisory Practices

HOUSTON, TEXAS – June 15, 2012 – Kanaly Trust announced today that the firm has been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in Houston, Texas. The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered…

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