News, Comment & Analysis results for Founder
Summit Trail Advisors Add $3 Billion AuM Group
The new offices in Portland, Oregon, and Denver, Colorado, will join existing locations across the
Cresset Buys Michigan-Based MFO, Takes AuM Over $52 Billion
One of the oldest multi-family offices in the US, Connable has served seven generations of its
What’s New In Investments, Funds? – Kintsugi
The latest news in investment offerings, financial products and other services relative to wealth
New Platform Launched To Connect Sports, Entertainment And Wealth Industry
The brand will provide a suite of customizable wealth, insurance, financial and consulting services
Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?
In this news analysis, the editor examines whether firms have figured out decisively how to cater
Canadian Wealth Manager Hails C$30 Billion AuA Milestone
The firm has told this news service that it aims to disrupt and revolutionize the Canadian wealth
How Not To Blow It: After A Deal Closes
When a merger and acquisition deal is concluded, this is just the start of a series of challenges
Gold Starts To Shine Again
This commentary from an investment house grapples with recent moves in the gold market and how, in
J Stern & Co Likes Today's "Shovel Provider" Firms In Tech Play; Smiles On Industrials
This news service speaks to an investment partnership – born out of a family office – with
Summary Of North American Wealth Management Executive Moves – March 2024
A round-up of senior moves, appointments, personnel changes and other news around senior roles in