The demand for legal services among high-net-worth individuals is rising, and Bay Street firms are preparing to meet this ...

UBS announced today that The Matthews Group, an advisor team based in the firm’s Bellevue office, has been named to the Forbes America’s Top Wealth Ma ...

How Citizens Private Wealth is building a boutique-style wealth management experience with institutional strength.

Private equity has long been accessible to large institutional investors, says Hamza Azeem, on the Evergreen Portfolio ...

Tolleson's new executive most recently worked for a firm that helps manage the wealth of Michael Dell and his family.

ARK CIO research shows a paradigm shift in wealth management, moving beyond safety, liquidity, and returns toward a holistic, value-driven approach that prioritizes preservation over maximization. The ...

Capital Wealth Advisors hired a team of three from F.N.B. Wealth Management, Pittsburgh's second-largest regional money manager, to start its Mid-Atlantic Group. Zachary Craig, Benton Elliott Jr. and ...

A Family Investment Company (FIC) is a type of private limited company used by families to manage and pass on wealth ...

Affiliated Advisors aims to recruit, retain and advance wealth management professionals with resources aimed at three ...

Weil, Gotshal & Manges has had a comparatively informal leadership structure most of its existence. The firm has had only two ...

Klay, a global boutique financial services firm specializing in wealth management, multi-family office, corporate advisory ...