Banco Santander SA’s new wealth consultancy services for super-rich clients are set to reach Miami, Switzerland and Brazil ...

That the firm is broadening out into high-end wealth management is an industry trend – that business can be complementary to institutional consultants and outsourced chief investment officers ...

Prior to Ashton Thomas, Mr. Millar and Mr. Preziose worked at SVB Private, a division of First Citizens Bank, where they ...

With 20 years of financial services industry experience, Daniel Noonan joins the firm as a senior vice president with a focus on the RIA, broker-dealer, U.S. private bank, multi-family office ...

Wealth management isn’t what it used to be. For high-net-worth individuals and families, managing money isn’t about checking ...

Hightower Holding, a Chicago-based wealth management firm, has agreed to acquire a majority stake in Boston-based investment consulting firm NEPC. Hightower and NEPC executives said the deal ...

STOCKHOLM & ZÜRICH, March 31, 2025--(BUSINESS WIRE)--Private market assets under management (AuM ... attracted by high returns in the space, wealth managers and fund managers must adapt their ...