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Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...
Cetera was established in February 2010 when Dutch multinational banking and financial services corporation ING Group sold three broker-dealers to private equity firm Lightyear Capital. The three broker-dealers—Financial Network Investment Corporation, founded in 1983, Multi-Financial Securities Corporation, founded in 1981, and PrimeVest ...
Harris myCFO is the American wealth management unit of BMO Harris Bank serving high-net-worth individuals and families. [1] In 2002, Harris acquired certain assets of myCFO, Inc., founded by James H. Clark, in a $30 million deal. [2] Harris myCFO provides a variety of services including investment advisory and family office services.
Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.
In March 2021, Guardian Capital Group completed the acquisition of BNY Mellon's Canadian wealth management business. The acquisition included BNY Mellon Wealth Management Advisory Services and its related operations, adding significant expertise and client assets to Guardian's existing platform.
The following is a list of the world's largest publicly traded financial services companies, ordered by annual sales for the latest Fiscal Year in millions of U.S. dollars according to the Fortune Global 500. (Currently the top 50 public companies are included, while privately held companies are not included).
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