Strategic Partnerships Bel Air operates under Hightower’s regulatory and support umbrella, signaling a strong channel for cross-sell opportunities with clients of Hightower’s network and potential collaboration on custody, compliance, and tech solutions.

Wealth Client Focus Founded to serve wealthy individuals and families, Bel Air presents an ongoing need for bespoke investment solutions, family office services, and multi-generational wealth planning partnerships.

Growable Assets With managed assets in the range of eight billion previously under Fiera and current revenue in the hundreds of millions, there is significant room to expand advisory relationships, alternative investments, and customized reporting for high-net-worth portfolios.

Strategic Hire Recent appointment of a director of investment strategy indicates emphasis on portfolio research and solution development, offering a doorway for advanced research services, analytics platforms, and model portfolio collaborations.

Tech & Ops Fit Existing tech stack and reliance on Hightower for back-office support creates opportunities to propose enhanced technology integrations, data analytics, ESG reporting, and scalable compliance solutions to improve efficiency and client reporting.