“Everybody is feeling better,” said Scott Welch, senior managing director for Fortigent, the Rockville, Md.-based outsourced wealth management platform provider whose 90 client firms have about $45 billion...
Luminous Capital, the fast growing Los Angeles and Menlo Park-based wealth management firm, is gearing up to open its first office outside California in 2011.
The ultra-wealthy are still pretty risk averse, according to a recent survey by the Institute for Private Investors, a membership organization for ultra-high-net worth individuals and families. But they may begin...
New York City will be the cornerstone of U.S. Bank’s east coast wealth management build-up, according to Heidi Steiger, who was appointed Atlantic region president of the bank’s Private Client Reserve unit...
According to Wealth-X’s state-by-state analysis of individuals with a net worth of more than $30 million, California far outpaces the rest, with over 9,800 ultra-high-net worth residents, compared with 7,327...
