ODDO BHF (Switzerland) has appointed Thomas Burri as the head of private wealth management (PWM) Switzerland, effective 1 ...

The head of Constellation Wealth Capital explains what makes independent RIA businesses attractive to his investment firm, ...

With over 35 years of experience, the executive will now lead a firm managing more than $4.5 billion in assets.

In a Citi research report, diversified financials analysts explore private wealth, which looks poised for substantial growth ...

According to UBS’s billionaires report in 2024, multigenerational billionaires have inherited a total of US$1.3 trillion ...

BlackRock’s U.S. wealth business accounted for about a quarter of its revenue last year, or roughly $5 billion. Model ...

With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close ...

Younger heirs are increasingly seeking innovative solutions that prioritise agility and customisation, demanding wealth strategies that align with their lifestyles.

Corient Private Wealth LLC bought a new stake in Privia Health Group, Inc. (NASDAQ:PRVA – Free Report) during the 4th quarter ...

Corient Private Wealth LLC grew its stake in shares of CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 2.0% in the ...