Wealth Management

Companies | 16 Feb 23

Company hires former director of an SJP partner firm to run the operation

M&A Deals | 10 Jan 23

Group led by CEO Daniel Daviau offered a 30.7% premium on firm’s share price

Companies | 14 Dec 22

Most feel they will be pressured to pay compensation for failing to understand clients’ risk profiles

Companies | 4 Oct 22

Both companies have wealth management and private client offerings

Alternatives | 4 Oct 22

To give wealth industry more access to private market strategies