Focus Financial Partners has launched a multifamily office, Beryllus Capital, in a joint venture with Hinduja Group, a diversified Indian conglomerate.
Beryllus, which will have offices in London, Geneva and Singapore, was co-founded by Amit Kotha, former head of RBC Wealth Management’s enterprise strategic clients business in London.
Last year, Focus expanded its footprint to Australia with the acquisition of Melbourne-based Mediq Financial Services, a firm with a niche of serving members of the medical profession.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
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As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
