Engelhorn, now 32, is one of many beneficiaries of what has become known as the Great Wealth Transfer. Over the next 20 years ...

Adrienne Penta started work at the Boston-based SCS this week after spending 15 years at Brown Brothers Harriman.

Kingswood has appointed former Succession Wealth executive Peter Coleman as its new chief executive. Coleman was hired as CEO ...

Shackleton, the advice business led by former Quilter chief executive Paul Feeney, charges clients £400 a year to receive ...

Emirati billionaire Hussain Sajwani said on Friday he expects more investments from the oil-rich Gulf into the U.S. as ...

Security is becoming a central consideration in structuring everything from family offices to succession plans.

Julius Baer Group Ltd’s new Chief Executive Officer Stefan Bollinger used his first address to staff to say that the bank’s pursuit of growth should be paired with more discipline on costs — including ...

Capitec is one of South Africa’s biggest success stories, and in the process, it has created some of the country’s richest ...

The latest AMFI data shows that the average AUM of the MF industry has reached Rs. 69.33 lakh crore in December 2024. This is ...

Merger of two operating companies positions the Atlanta-based RIA for its next phase of continued rapid growth.

BofA said yesterday that Merrill has introduced an ultra-high-net-worth advisory group to enhance service for clients with ...