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

Predictive analytics powered by AI can detect fraud patterns before they escalate. By analyzing vast data sets, AI-driven ...

InCred Group has acquired Dubai-based financial and investment advisory firm Arrow Capital (DIFC) Limited to expand its ...

Venture firm General Catalyst has hired 20 former staffers from First Republic Bank, one of the casualties of the 2023 regional banking crisis, to create a wealth-management business.

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

Goldman Sachs' CEO touched on the growth around the firm's private wealth management platform and how the market is ...

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

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 By challenging outdated industry norms and ...

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 ...

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

Seamlessly integrating public markets, private equity, real estate, and investment banking into a bespoke boutique offering ...

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 ...