Apollon Wealth Management has expanded its presence in New York City by acquiring C.J. Lawrence, enhancing its investment capabilities and client offerings.

Target Information

Apollon Wealth Management, a distinguished financial advisory firm headquartered in Charleston, has taken a significant step in its expansion by acquiring C.J. Lawrence, a well-regarded boutique investment management firm based in New York City. Founded in 1864, C.J. Lawrence has garnered a solid reputation for its proprietary research, disciplined portfolio management, and personalized wealth management services catered to high-net-worth clients and institutions. The firm's leadership, under CEO Bernhard Koepp, brings over 30 years of extensive experience in managing diverse asset management and wealth management operations, which contributes to a team with more than a century of combined expertise in investment management.

Industry Overview

The investment management industry in New York is noteworthy, as the city serves as a global financial capital. The presence of a myriad of investment firms, ranging from boutique operations to multinational corporations, underscores its significance. With substantial assets under management, New York's investment landscape offers a synergistic environment for firms looking to leverage established networks and client bases.

Recent trends in the industry reflect an increasing demand for personalized and transparent financial services. High-net-worth individuals are seeking more tailored solutions, correlating with the growing appet