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

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

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

MOIQ Digital is more than just a technological upgrade—it’s a statement of intent. By challenging outdated industry norms and ...

In today’s digital-first world, investors expect more than generic thought leadership or one-size-fits-all advice.

As wealth strategies continue to shift, golden visas and second passports have emerged as crucial tools in safeguarding ...

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

With a strong presence across Australia, Switzerland, and United Arab Emirates, Capital Haus is expanding into new ...

serving a select group of UHNW and high-net-worth families and households. The firm provides comprehensive family office services, including investment management, estate planning coordination ...

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 ...

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 ...