Dave Breslin, formerly head of First Republic’s private-wealth unit, runs the new firm, which is being launched as GC Wealth. The company has steadily built up a base of existing high-net-worth ...

CEO Dan Daviau emphasized optimism for fiscal 2026, driven by recovery in mid-market equities and continued strength in wealth management contributions. He highlighted the M&A market as one of the ...

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set ...

Meketa Investment Group named Chris Rosato and Christian McCormick to develop private markets investment solutions for the ...

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

The company details plans to improve the profitability of its wealth management unit, with a focus on the U.S. market.

Financial advisors often have to deal with tech execs and their concentrated portfolios. Here's what they say about their ...

He's the CEO of Norway's sovereign wealth fund, a financial juggernaut that is worth nearly $2 trillion. It is the largest of ...

This analysis is by Bloomberg Intelligence Senior Analyst Alison Williams and Analyst Neil Sipes. It appeared first on the ...

RBC Capital analyst Jon Arfstrom maintained a Hold rating on Cullen/Frost Bankers (CFR – Research Report) yesterday and set a price target of ...

Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner.