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PCM Encore Tops $1.2 Billion in AUM in First Six Months Serving External Families
Bellevue, WA - September 04, 2025 - (SeaPRwire) - PCM Encore announced it has surpassed $1.2 billion in client assets under management, marking a milestone just six months after opening its platform to outside families. The firm, founded by Michael Paulus, has established itself as a trusted partner for 57 families nationwide, offering a comprehensive suite of tax-efficient investment and wealth planning solutions.PCM Encore entered the market to provide institutional-quality investment access, advanced tax strategies, and family office services to clients navigating an increasingly complex financial environment. In its first two quarters, the firm expanded its reach with registered advisors in Aspen, Charlotte, Dallas, Denver, and Seattle, and plans for further growth in 2025.Key Highlights From PCM Encore's First Six MonthsSince inviting external families onto the platform, PCM Encore has:Surpassed $1.2 billion in client assets under management Onboarded 57 families across the U.S. Expanded its network of registered advisors in Aspen, Charlotte, Dallas, Denver, and Seattle Built a dedicated direct investments team in Menlo Park Scaled the team to over 15 professionals, including key hires in direct investments, compliance, client service, and technology Delivered planning services across tax strategy, estate planning, and investment management Facilitated client access to a broad range of private and public market strategies, including direct indexing, private credit, real estate, infrastructure, private equity, and venture capitalAfter-Tax Outperformance Through Volatility & Direct IndexingAmid a turbulent start to 2025, PCM Encore's investment team implemented aggressive TLH strategies—particularly during the April market pullback triggered by the "Liberation Day" tariffs. As a result, while broad indices like the S&P 500 were flat year-to-date through May, PCM Encore clients finished meaningfully ahead on an after-tax basis."It's easy to overlook the value of tax-aware investing until you see it in action," said Bradford Lin, Direct Investments Principal at PCM Encore. "Even in a flat market, we've helped clients compound wealth more effectively through precise tax loss harvesting and proactive portfolio management."The firm reported over 1% tax alpha in Q1, and expects even stronger results for Q2 after the volatility surrounding Liberation Day—though full data is still pending. Past performance is not indicative of future results, and tax alpha results may vary based on individual circumstances and market conditions.Delivering Results That MatterBeyond working with best-in-class fund managers, PCM Encore backs its wealth platform with active sourcing and direct investments across asset classes. Recent highlights include:A successful exit from Vector, a trucking and logistics software firm, at a nine-figure valuation, where PCM Encore was a seed investor and board member Breaking ground on the first major multifamily development of 2025 in the Seattle metro area, in partnership with ACG and PrudentialThese investments reflect the firm's ability to originate, underwrite, and manage differentiated opportunities in alignment with client portfolios."Our first six months have demonstrated the value of deep investment expertise combined with a client-first mindset," said Michael Paulus, founder of PCM Encore. "We have worked closely with our asset management partners and direct investment team to deliver meaningful outcomes for families seeking to preserve and grow their wealth in a challenging environment."PCM Encore's early momentum reflects a broader shift among ultra-high-net-worth clients seeking customized solutions outside of traditional wirehouses. According to the 2025 Wealth Industry Survey by Natixis Investment Managers, global AUM is projected to grow 13.7% this year, with persistent demand for alternative strategies and after-tax planning.A Platform Built for the Next Generation of WealthOver the past six months, PCM Encore's team has grown to more than 15 professionals. The firm's roster includes a number of key hires, including:Bradford Lin, Direct Investments Principal and former KKR private equity executive John Shepard, Chief Technology Officer and former Microsoft executive Sam Rice, Chief Compliance Officer Andrew Weiss, Chief Marketing OfficerPCM Encore's approach has resonated with families who value tailored guidance and access to a diverse range of investment opportunities. The firm's platform continues to evolve, with plans to add new services and expand its reach to additional markets in the coming year."We will focus on expanding our platform, deepening client relationships, and advancing the delivery of wealth solutions," Paulus added. "We aim to help families achieve their long-term goals through thoughtful, data-driven strategies and a focus on client outcomes."Visit PCM Encore's website to learn more about PCM Encore's services and platform.About PCM EncorePCM Encore is a technology-forward, independent fiduciary financial advisor serving ultra-high-net-worth individuals, trusts, and family offices. The firm combines a personalized, client-first approach with institutional investment access, proprietary strategies, and deep expertise in tax and estate planning. PCM Encore is headquartered in Bellevue, Washington, with advisors and investment professionals based in Aspen, Charlotte, Dallas, Denver, Seattle, and Menlo Park.Contact InformationOrganization: PCM EncoreContact: Michael PaulusEmail: hello@encoreinvestment.comWebsite: https://encoreinvestment.com/04/09/2025 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.comEQS
Sep 4, 2025
“EV King” Losing Steam? BYD To Cut 2025 Sales Target by 16%, Slowest Growth Since 2020
TradingKey - According to Reuters, BYD (1211.HK), the global electric vehicle giant, has held multiple internal discussions in recent months about lowering its 2025 EV sales target, potentially cutting the full-year goal from the previously stated 5.5 million units to 4.6 million, a 16% reduction.TradingKey
Sep 4, 2025
Premarket Movers | American Eagle Soars 24%; Credo Jumps 13%; Asana Gains 10%; Sanofi Falls 9%
American Eagle Outfitters shares jumped 24% in premarket trading on Thursday.American Eagle Outfitters forecast third-quarter comparable sales above expectations on Wednesday, signaling a demand boost in the fall season from its Sydney Sweeney and Travis Kelce partnerships.Its shares surged as the...Tiger News
Sep 4, 2025
Salesforce Shares Plunge 6% Despite Strong Earnings, as AI Looms Large
TradingKey - On Wednesday, September 3, Salesforce (CRM), a leader in customer relationship management software, released its Q2 earnings for fiscal year 2026. The company reported double-digit growth in both revenue and earnings, surpassing expectations. Yet, a weak revenue outlook for the current
TradingKey
Sep 4, 2025
Nasdaq raises listing standards for Chinese companies entering U.S. markets
Nasdaq announced plans on Thursday to revise its listing rules in a bid to solidify its commitment to capital investment. The initiative also aims at ensuring investor protection while maintaining market integrity.Cryptopolitan
Sep 4, 2025
Trump Family's American Bitcoin Stock Rises 3% After Soaring 17% in Previous Trading Day
The Trump family's American Bitcoin stock rose 3% after soaring 17% on the previous trading day.A bitcoin company tied to President Donald Trump's two oldest sons more than doubled in value in its stock market debut on Wednesday, valuing the sons' stake at well over $1.5 billion as the first familTiger News
Sep 4, 2025
Trump Hosts Tech Titans — But Elon Musk Is Not on the Guest List
TradingKey - U.S. President Donald Trump is set to host a dinner on Thursday (local time) with more than two dozen tech leaders, including Apple’s Tim Cook, Microsoft’s Bill Gates, Google’s Sundar Pichai, Meta’s Mark Zuckerberg, and OpenAI’s Sam Altman, to discuss the future of artificial intelligen
TradingKey
Sep 4, 2025
How Macy's CEO Engineered a Surprise Turnaround: 20% Stock Jump on First Comparable Sales Growth Since 2022
TradingKey - Macy's Inc. shares surged 20% on Wednesday as the market expressed confidence in its recent performance improvement, with the company not only significantly raising its full-year profit forecast but also reporting its first comparable-store sales growth in nearly three years.
TradingKey
Sep 4, 2025
Nvidia's Planned New AI Chip for China Market, if Approved, Likely to Be Double Price of the H20 Chip, Sources Say
Chinese customers remain keen on Nvidia ai chips despite government pressure not to purchase them, sources say. Nvidia's planned new AI chip for china market, if approved, likely to be double price of the H20 chip, sources say. Nvidia has assured chinese customers not to worry about availability of ...Tiger News
Sep 4, 2025
Crypto Daily｜Polymarket Passes Regulatory Hurdles For US Launch; Eric Trump And Donald Trump Jr.'s Stake In ABTC Worth $1.5B
Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.Crypto NewsPolymarket Passes Regulatory Hurdles for US Launch, CEO SaysPolymarket, the crypto-based prediction market, has the regulatory approvals needed to launch in the US ...Tiger News
Sep 4, 2025
U.S. Congress Passes Historic Bill: Full Ban on Congressional Stock Trading, Market Sell-Off Pressure Looms?
TradingKey - On Wednesday, bipartisan lawmakers in the U.S. House of Representatives announced an agreement on the "Restoring Confidence in Congress Act", a landmark piece of legislation that would ban members of Congress, along with their spouses and dependent childrenTradingKey
Sep 4, 2025
Hong Kong Stocks Decline Intensified; NIO And Horizon Robotics Fell 6%; SMIC Dropped 5%; Alibaba And POP MART Down 3%
The decline in Hong Kong stocks intensified, with the Hang Seng Index and the Tech Index falling by 1%.DUALITYBIO-B and HENGRUI PHARMA down 7%; WANGUO GOLD GP, NIO Inc. and Horizon Robotics-W fell over 6%; SMIC dropped over 5%; BABA-W and POP MART declined more than 3%.Tiger News
Sep 4, 2025
Cross-Era Intelligent Economy Operator Virtual Mind Holding announces funding agreement with GEM Global Yield
Cross-Era Intelligent Economy Operator Virtual Mind Holding announces funding agreement with GEM Global Yield.Virtual Mind Holding (HKG: 1520), an innovative enterprise focused on the intelligent economy sector, which drives cross-era intelligent economic operations and business model innovation through IP + AI + Web3, has secured a Share Subscription Facility (SSF) of up to HKD $225 million with GEM Global Yield LLC SCS. The agreement, announced on Friday,allows VMH to draw down funds in tranches over a three-year period in exchange for issuing new shares to GEM. There is no minimum drawdown obligation.The SSF provides VMH with working capital at its discretion. Drawdowns will occur at a price equivalent to 90% of the average closing bid price during the 15-day pricing period, with VMH having the right to set a minimum drawdown price and put a floor price on each drawdown, as long as GEM will not become a connected person or trigger any mandatory general offer obligation under the Hong Kong Takeovers Code.In consideration for the SSF, VMH will issue warrants to GEM to subscribe shares at HK$1.97 per share, for up to 31 million shares, with an 18 months’ term. VMH Chairman Mei Weiyi stated that this funding will allow VMH to execute its growth strategy and accelerate the commercialisation of its cutting-edge technology solutions as well as its overseas business expansion particularly in the Kingdom of Saudi Arabia. 04/09/2025 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.comEQS
Sep 4, 2025
HK Movers｜Gold Stocks Declined; Tongguan Gold Falling 9%; Wangguo, China Gold And Lingbao Gold Down 6%; Chifeng Gold Down 4%.
Hong Kong gold stocks declined during the trading session, with Tongguan Gold falling 9%; Wangguo, China Gold Intl and Lingbao Gold down 6%; Chifeng Gold down 4%.Tiger News
Sep 4, 2025
HK Movers｜Pharma Stocks Fell. Zai Lab Plummeted 11%; JW Therap Down 7%; Hengrui Pharma Down 5%; WuXi AppTec Down 4%
Hong Kong pharmaceutical concept stocks collectively fell. Zai Lab(09688.HK) plummeted over 11%; JW Therap down 7%; Hengrui Pharma down 5%; WuXi AppTec down 4%; WuXi XDC, Tigermed, Microport, Innocare down 3%.Tiger News
Sep 4, 2025
Figma’s First Post-IPO Earnings Miss Expectations, Shares Plunge 14% After Hours
TradingKey - Global collaborative design platform Figma (FIG.US) triggered a market sell-off with its first earnings report since going public, sending shares down more than 14% in after-hours trading on Wednesday.TradingKey
Sep 4, 2025
24H | American Eagle Soars 24%; American Bitcoin Jumps 7%; C3.ai Sinks 11%; Figma Plunges 15%
American Eagle Outfitters shares soared 24.4% in overnight trading after the apparel company said its partnership with Sydney Sweeney has been its “best” advertising campaign to date as it announced fiscal second-quarter earnings that beat expectations.American Bitcoin shares jumped another 6.7% in ...Tiger News
Sep 4, 2025
SeaPRwire Launches Automated News Summarization Tool to Enhance News Consumption
Hong Kong - September 01, 2025 - (SeaPRwire) - SeaPRwire, a prominent Public Relations Communication Platform, has introduced an innovative Automated News Summarization Tool, developed in collaboration with its partner Asia Presswire (https:/asiapresswire.com). This advanced system utilizes cutting-edge natural language processing (NLP) technology to automatically generate concise and accurate summaries of news articles, making it easier for users to quickly grasp key points and enhance their reading experience.As the volume of news content continues to rise, it has become increasingly difficult for readers to stay updated and extract essential information from lengthy articles. This challenge has prompted SeaPRwire to develop a solution that streamlines the news consumption process. The new Automated News Summarization Tool addresses this need by offering a quick and efficient way to summarize news articles, saving time and improving the overall user experience."The launch of our Automated News Summarization Tool is a key milestone in making news consumption faster and more efficient," said Max Jackson, Information Director at SeaPRwire. "By leveraging natural language processing technology, we are able to provide a tool that not only helps users get to the core of news stories but also enhances their engagement with content. This is especially valuable in an age where time is a premium and readers want to stay informed with ease."The tool is designed to scan and analyze news content, extracting the most important details and presenting them in a clear, succinct format. It ensures that the essence of the story is preserved while eliminating unnecessary details. Users can now access summaries of breaking news, press releases, and other articles in a matter of seconds, allowing them to stay on top of the latest developments without spending extensive time reading through long texts.By offering an automated solution to summarize news, SeaPRwire aims to help businesses, media outlets, and public relations professionals better manage the flow of information. With the ability to quickly disseminate summarized content, organizations can engage their audiences more effectively and keep them informed without overwhelming them with lengthy articles."The speed and accuracy with which this tool can generate news summaries will significantly impact how organizations handle news distribution and content engagement," Jackson added. "In a fast-paced digital landscape, this tool empowers users to make better-informed decisions and helps them stay ahead of the curve in a competitive environment."SeaPRwire's collaboration with Asia Presswire ensures that the system is powered by the latest advancements in natural language processing, making it a valuable addition to any organization's communication strategy. By enabling quicker and more efficient content consumption, the Automated News Summarization Tool is set to revolutionize how news is consumed and shared.This new tool is now available to SeaPRwire's clients across multiple regions, providing an essential resource for those looking to streamline their news engagement and keep up with the rapid pace of modern media.About Asia PresswireAsia Presswire (https:/asiapresswire.com) is a press release distribution service that provides tailored solutions for public relations firms, agencies, organizations, and corporations worldwide. They specialize in delivering customized press release distribution, including direct-to-editor email delivery to targeted media editors at newspapers, magazines, and broadcast outlets. Their extensive network spans 172 countries, connecting with over 230,000 media outlets and 3.6 million self-media platforms. Supporting over 46 languages, including English, Chinese, French, German, and Japanese, Asia Presswire ensures effective communication across diverse linguistic regions. Their services are designed to enhance brands' online visibility and reputation, enabling effective connection with target audiences. About SeaPRwireSeaPRwire is a leading earned media communications management platform in Asia, designed to empower PR and communications professionals. Its Branding-Insight Program streamlines communication management by connecting clients with a network of over 80,000 journalists, editors, magazines, and online media outlets, along with 300 million followers of key opinion leaders (KOLs). Leveraging AI-driven technology, SeaPRwire enables users to identify relevant media and KOLs, personalize pitches, and measure the impact of their communications efforts. Operating across regions including Japan, China, Korea, Hong Kong, Singapore, Vietnam, Thailand, Malaysia, Indonesia, and the Philippines, SeaPRwire enhances brand awareness and educates audiences effectively.Media ContactBrand: SeaPRwireContact: Media teamEmail: cs@seaprwire.comWebsite: https://seaprwire.com04/09/2025 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.comEQS
Sep 4, 2025
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