Thomas Carroll, independent insurance, risk, wealth management and insurtech company, is to open its first office in Bristol ...

FAMILY offices have evolved significantly from their origins as closely held structures for wealth management. Today, they are complex organisations facing an ever-changing landscape of legal, ...

Family offices, the secretive wealth management companies of ultra-rich dynasties, are executing larger, more sophisticated ...

News from the high-net-worth universe from private banking withdrawals to VAT on private school fees and a foodie comeback.

How are family offices driving India’s economic journey? See what’s shaping wealth, investments, and long-term growth across ...

Stonehage Fleming, a multi-family office, has appointed Bev Stewart as the head of family office in Jersey, replacing Richard ...

Top Palm Beach County business professionals moving up within their industry or standing out in their community.

Cidel Asset Management Inc. grew its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.4% in the 4th quarter, ...

Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech ...

We sat down, one day out from the launch of U.S. President Trump’s global tariff war. His message to the more than 3,000 ...

Hedeker Wealth LLC lifted its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.5% during the 4th quarter, according to ...

In 2018 it expanded its coverage of the Middle East and North African region with a UAE office in Dubai. Following this, the ...