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Newest additions from firms including Morgan Stanley, Farther, and Valeo come as firm stresses tech-enabled independence.
Fairstone has surpassed £20bn in assets under management (AUM) with the completion of its latest deals this spring.
This milestone represents a significant advancement in Fosun Wealth Holdings' fintech strategy and a solid step forward for Finloop in deepening its foothold in wealth management market in Hong Kong.
Tom Ruggie, CEO of Destiny Wealth Partners, has been a leader in wealth management for decades, but 2024 has been a standout ...