Fiduciary Trust Company International Appoints Jim Le Rose Managing Director and Relationship ManagerJanuary 2013
New York, January 23, 2013 - Fiduciary Trust Company International today announced the appointment of Jim Le Rose as managing director and relationship manager. Mr. Le Rose is responsible for managing the delivery of the firm’s in-house expertise and global resources to best meet the needs of clients, their families and their advisors.
“Fiduciary Trust understands how important integrated wealth management is to our clients’ multi-generational needs and we have seen continued demand as investors look for trusted partners with demonstrated expertise in safekeeping and growing assets,” said vice chairman and general trust counsel Gail Cohen, who oversees the firm’s relationship management professionals. “The depth of Jim’s experience as a trusted advisor is an excellent complement to Fiduciary Trust’s holistic approach to managing our clients’ wealth. We’re delighted to have him join us working with our clients and their advisors.”
Mr. Le Rose has held senior positions with leading financial institutions and joins Fiduciary Trust with more than 28 years’ experience working with individuals, families and foundations. Prior to joining Fiduciary Trust, Mr. Le Rose served as a senior relationship manager with Lazard Wealth Management and senior client account manager at Bessemer Trust, where he focused on providing wealth solutions for families. Previously, Mr. Le Rose was a private banker with Chase Manhattan Private Bank. Mr. Le Rose began his career at Citibank, based both in Europe, where he was responsible for U.S. correspondent banking services, and in the Middle East, where he was in charge of institutional relationships. Mr. Le Rose earned a B.A. from the University of Richmond.
Fiduciary Trust Company International, a leading wealth management firm, has served individuals, families, endowments and foundations since 1931. The firm specializes in strategic wealth planning, investment management, trust and estate services, as well as tax, custody and banking services. The firm and its subsidiaries maintain offices in New York, Miami, Los Angeles, San Mateo, Washington, D.C., Wilmington, London and Hong Kong. For more information, please visit fiduciarytrust.com.
Fiduciary Trust Company International is a wholly-owned subsidiary of Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management solutions managed by its Franklin, Templeton, Mutual Series, Fiduciary Trust, Darby and Bissett investment teams. The San Mateo, CA-based company has more than 65 years of investment experience and over $781 billion in assets under management as of December 31, 2012. For more information, please visit franklintempleton.com.
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