Fund Management
October 7, 2024

What's New In Investments, Funds? – Summit Partners

The latest news in investment offerings, financial products and other services relative to wealth

Wealth Strategies
August 1, 2022

Partners Capital Brings "Endowment Mindset" To Investments

The firm, founded in 2001, is one of a number of outsourced CIOs overseeing money for institutions

M and A
December 7, 2021

Client Onboarding Specialist Appway Agrees To M&A Deal

The specialist area of client onboarding, wealth management and private banking has seen the rise

M and A
June 3, 2020

US Investment House Makes Big Appway Stake

Appway has been something of a trailblazer in harnessing technology to handle the onboarding chores

Asset Management
December 16, 2016

INTERVIEW: Dynamo Software Relishes Challenge Of Tracking Multi-Asset Portfolios

Family offices and institutional investors are challenged by tracking how well multi-asset

Strategy
July 16, 2013

Focus Financial Partners Secures $216 Million Investment

Uncategorised
January 20, 2010

Focus Financial Buys Into Maryland RIA And CPA Firm

M and A
November 17, 2009

Wealth Partnership Wins Renewed Investment

Family Office
December 3, 2008

Focus Financial out to woo elite brokerage teams

Family Office
October 16, 2008

Alts shop brings in Nuveen Investments executive