As the influence of family offices continues to grow and new opportunities arise, other investors may be wondering when it ...

The acquisition complements Tocqueville’s blended client base of institutional and ultrahigh-net-worth retail investors.

Join Russ Norwood, chief executive officer at Venturi Wealth Management, discusses how they focus on serving high-net-worth individuals, particularly executives and founders of private companies.

The company has steadily built up a base of existing high-net-worth clients ... thought the venture firm was interested in investing in a boutique wealth-management business, but quickly realized ...

Encore Merges Silicon Valley Innovation With Personalized Financial StrategyBellevue, Washington, United States, February 10, 2025 -- PCM ...

Evan Schmidt and Dominic Hubert of Schmidt Financial Mgt. are recognized as Top Advisors by Investment News for managing ...

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

In the world of wealth management and generational wealth transfer, legal and financial complexity should be managed by skilled professionals.

Fuel Ventures, a UK venture capital firm, announced its investment of £2 million in Prosper, a wealth management platform targeting high net worth individuals that is shaking up the way wealth is ...

Fuel Ventures has spearheaded a £4m ($4.95m) investment round in wealth management platform Prosper, which caters to high-net-worth individuals ... offering. The firm will also use the capital ...

Venture firm General Catalyst has hired 20 former staffers from First Republic Bank, one of the casualties of the 2023 ...