News, Comment & Analysis results for Focus Financial
Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?
Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW
How Focus Financial’s Future Is Tied To PE Owner’s Endgame
Looking back at a takeover of the US wealth management house, our correspondent examines how Focus
Summary Of M&A Deals In North American Wealth Management
A round-up of the main transactions involving North American wealth management during April, May
Investors Inject Capital Into Savvy Wealth To Power Growth
A mix of new and existing investors have put money into the tech-driven wealth management
Focus Financial Makes First External M&A Foray Since Rebrand
This is the first external firm to be acquired by Focus since it held its brand refresh at the
Spike In Expat Interest Spurs Cross-Border Planning Activity
Political changes and other forces are encouraging more HNW US citizens to consider moving abroad,
CAIS Builds Capital Markets Division
CAIS is one of several firms, such as iCapital (US) and Moonfare (Germany) that have opened access
Deals Of The Day: The Latest In Wealth Management M&A – Prime Quadrant, Focus Financial – Report
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Price Pressures, Desire For Independence Fuels Need For Guidance
The North American wealth sector has its share of challenges, and also opportunities for ambitious
What’s Next For Robinhood, Sovereign Wealth Funds And AI? Most Interesting Industry Questions, Part 2
In the second part of this two-part review, our US correspondent examines the questions most likely