The decision between a family office and a wealth management firm ultimately comes down to your needs, goals and resources.

Focus has been consolidating some of its partner firms since it was taken private by the private-equity firm Clayton, ...

Explore the key differences between investment banking and wealth management. Understand the distinct roles, services, and ...

Azets Wealth Management has bought Newcastle-based Laurus Associates Limited for an undisclosed sum. Founded in 2002 by Karen ...

Cardinal Point Capital Management joined Focus in 2021, specializing in “cross-border wealth management.” Focus CEO Michael ...

Marc Turansky has joined Citi Wealth in a new role, head of Investment Advisory Programs for Investment Solutions, after 12 ...

AI is reshaping wealth management by driving personalized client interactions and enhancing operational efficiency.

A women-led wealth management firm has started the new year with a strategic acquisition to expand its reach in California’s Bay Area. Treehouse Wealth Advisors has merged with The Humphrey’s Group, a ...

Wellington Management (“Wellington”), one of the world’s largest independent investment management firms and a leading global hedge fund manager, toda ...

Insurance companies eager to deploy surplus capital could lead the next wave of asset management consolidation in the UK.