Seven Bridges Wealth Advisors (Seven Bridges) announced today that it will operate as a full-service independent firm. An advisor-owned and led firm, Seven Bridges controlled $1 billion in total ...

UHNW families are becoming much more purposeful about who they choose to work with. Access to capital is no longer limited; ...

A key advantage to partnering with a wealth management firm is gaining a complete view of each client's financial picture.

UBS promoted Lisa Golia to lead its U.S. wealth management advisers in the field on March 1 after serving as chief operating ...

The biggest winners in Sweden’s latest procurement of global equity funds for its pension system were Swedbank Robur Fonder AB and Waystone Fund Management Lux SA.