Corient Private Wealth announces the acquisition of Rootstock Advisors, a Pennsylvania-based RIA with approximately $600 million in assets.

India's private wealth management sector is experiencing unprecedented growth, driven by a surge in high-net-worth (HNW) and ...

Pitcairn, the Montgomery County family office that serves ultra-high-net-worth clients, has completed the first acquisition ...

The firm provides comprehensive family office services, including investment management ... “Rootstock’s expertise in serving ultra-high-net-worth families and deep commitment to providing ...

NewEdge Wealth now has over 50 ultra high net worth advisors in 14 locations ... RIA Firm and Forbes’ America’s Top RIA Firm*, is the wealth management business unit of EdgeCo Holdings LP ...

Credit Suisse and Morgan Creek Capital Management. He joined Edge Capital Partners in 2014 where he had a key role in the firm’s strategic initiatives. NewEdge Wealth now has over 50 ultra high net ...

Standard Chartered Bank, India, has recognised the fundamental shifts in the management of UHNI wealth and is proactively building its capabilities to cater to this influential segment. With deep ...

It was 10 years ago that Michael Kaumeyer founded Grayhawk Wealth, a multi-office firm that grew to $1.5 billion AUM. And as Kaumeyer settles into a new UHNW-focused role at Nicola Wealth, his former ...

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