Vincent Lecomte, chief of the wealth management unit at BNP Paribas, is setting his sights on next-gen investors, Asia’s ...

Ducere Wealth, a multi-generational, tech-forward wealth management firm, proudly announces its official launch, offering a people- and progress-driven alternative to the conventional financial ...

Thinking about launching your own wealth management firm? Learn the 9 essential steps to go independent, build your brand, ...

For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their ...

Karan Bhagat, who heads one of the country’s largest wealth management firms, is on the cusp of a major deal with UBS to expand his business.

ICG has emerged as lead in a sizable single-asset continuation vehicle as it continues to focus on concentrated GP-led opportunities. The firm is leading General Atlantic’s single-asset CV for ...

A Strategic Leap in Global Wealth Management The acquisition of Intercam Advisors, Inc. and Intercam Securities, Inc. offers a host of strategic benefits, positioning StoneX as a formidable player in ...

In a 2020 report declaring women as the next growth phase in wealth management, consulting firm McKinsey & Co. noted differences in how affluent women approach wealth management compared to their ...

Bank of Montreal is buying Burgundy Asset Management Ltd., boosting its wealth management business by adding an established Canadian firm that manages money for affluent individuals, pensions and ...

About The Wealth Consulting Group The Wealth Consulting Group (WCG) is one of the fastest-growing independent wealth management and financial services enterprises in the country.