The wealth management firm signed a five-year lease for the property acquired by the Menashe family in August.

Citi Wealth has appointed Kate Moore as chief investment officer, effective February 2025. Moore will report directly to Andy ...

Canada's Canaccord Genuity is working with bankers to review its British wealth management business, with potential outcomes ranging from a sale to bringing in another investor, the Financial Times ...

The Virginia-based startup plans to use the new capital to pursue expansion plans, including platform development and adding ...

Wealthstream's Michael Goodman describes his philosophy and approach behind managing a successful wealth advisory firm and ...

Canaccord Genuity Group Inc. is shutting down rumours that it’s planning to sell its wealth management business in the U.K.

Internal company documents describe the bank’s weak anti-money-laundering controls and failure to complete due-diligence ...

Fera Jeraj, Chief Technology Officer at Canaccord Genuity Wealth Management, on how AI is reshaping sector priorities ...

The financial industry veteran will be taking over a broad mandate, including developing investment strategies and overseeing ...

And it’s something NBFWM understood early on. They’ve been a committed leader in the space for women investors. They’re ...

Commenting on the event, Faisal Al-Hamad, CEO, NBK Wealth, emphasized that hosting this major event reflects NBK Wealth Group’s unwavering commitment to equipping its clients with cutting-edge ...

Australian private equity is only really starting to crack the holy grail – wealthy families. How are they doing it? One name ...