The acquisition complements Tocqueville’s blended client base of institutional and ultrahigh-net-worth retail investors.

Asset Management One Co. Ltd. increased its stake in shares of Piedmont Office Realty Trust, Inc. (NYSE:PDM – Free Report) by 3.3% in the 4th quarter, according to its most recent 13F filing with the ...

CIBC Asset Management Inc increased its position in shares of Laboratory Co. of America Holdings (NYSE:LH – Free Report) by 4 ...

Klay, a global boutique financial services firm specializing in wealth management, multi-family office, corporate advisory ...

Chevy Chase's Artemis Real Estate Partners and its $11 billion in assets under management are being sold to a Charlotte, North Carolina global asset manager.

There were 123 such family-office conferences in 2024, and nearly twice as many — 244 — are scheduled for this year.

The Boston-based firm is seeking a buyer for 525 West Van Buren Street, which it bought for $135 million in 2019.

Public equities performed strongly in 2024, driven primarily by U.S. large-cap growth assets. That created some imbalances in ...

Valerie Red-Horse Mohl has been named deputy CIO for responsible investing for the five pension funds in the $279.7 billion ...

Rothschild & Co Bank in Zurich recently opened an office in Dubai and sees tremendous opportunities there. Nevertheless, ...

For the first time in a quarter century, the S&P 500 Index turned in back-to-back calendar year returns greater than 20%.

City Office REIT (CIO) emphasizes growth in Sunbelt markets with 35% leasing activity increase in 2024. Discover key earnings insights and 2025 projections.