People Moves
January 14, 2021

Former Private Client Resources CSO Resurfaces

The new business is a software-as-a-service solution aimed at removing inefficiencies within

M and A
December 8, 2020

Deals Of The Day: The Latest In Wealth Management M&A - Private Client Resources

The latest M&A deals in wealth and asset management.     

Technology
July 29, 2020

Technology And Alternative Investments - The View From Private Client Resources

Earlier in July this news service interviewed the US-based tech firm Canoe about how it is revving

M and A
June 10, 2019

NYC Private Equity Fund Backs Private Client Resources

The fund has made a significant investment into the data aggregator firm that serves wealth

Technology
October 12, 2018

Private Client Resources Forges Another Partnership

This is another partnership deal for PCR.

People Moves
July 28, 2016

EXCLUSIVE: Private Client Resources Brings In Fintech Veteran

Private Client Resources, which works with family offices, RIAs and private banks, has taken on a

New Products
July 22, 2016

Private Client Resources Aims To Ease The Pain Of Filing Securities Class Actions

Private Client Resources, which provides wealth data aggregation and client reporting solutions,

People Moves
March 31, 2015

Private Client Resources Creates Chief Client Officer Role

Connecticut-based Private Client Resources has created a new role dedicated to its sales, marketing

People Moves
July 17, 2013

Private Client Resources Recruits Managing Director From GenSpring

Strategy
March 21, 2013

Private Client Resources Links Up With Chicago-Based Hedge Fund Research