What Private-Equity Player Karl Heckenberg Looks For in Wealth Management Firms
The head of Constellation Wealth Capital explains what makes independent RIA businesses attractive to his investment firm, ...
Women will get most of the $124 trillion 'great wealth transfer.' Here's why.
Roughly $54 trillion will go to surviving spouses — a shift also referred to as the “horizontal wealth transfer.” ...
Pensions & Investments2d
Buyout firm CVC eyes U.S. private credit in expansion drive
CVC Capital Partners has identified private credit in the U.S. as an area for potential acquisitions, according to Chief ...
Flagstar names Mark Pittsey head of private banking and wealth management
Flagstar Bank N.A. (NYSE:FLG) named Mark Pittsey as executive vice president, head of Private Banking and Wealth Management, ...
Crain's Chicago Business8d
As Chicago’s wealth management industry grows, independent firms carve out their niche
Chicago-based Burling Wealth Partners has amassed $800 million in assets under management since launching in September.
Daily Graphic2d
FirstBank Ghana introduces private banking, wealth management service
FirstBank Ghana has introduced its Private Banking and Wealth Management service to its customers, a new offering tailored to ...
FLAGSTAR BANK APPOINTS MARK PITTSEY AS HEAD OF PRIVATE BANKING AND WEALTH MANAGEMENT TO DRIVE STRATEGIC GROWTH
Flagstar Bank, N.A., (the "Bank") a subsidiary of Flagstar Financial, Inc. (NYSE: FLG) (the "Company"), is pleased to announce the appointment of Mark Pittsey as Executive Vice President, Head of ...
Charlotte wealth management firm expands team with Wells Fargo, Edward Jones advisors
Carnegie exited Wells Fargo Advisors in 2023 and partnered with LPL to establish its own practice. The firm was founded by ...