Waterfield Advisors, an independent wealth advisory and multi-family office, has raised $18 Million in a funding round led by Jungle Ventures, a venture capital fund managing assets in excess of $1bn.

Capital Wealth Advisors hired a team of three from F.N.B. Wealth Management, Pittsburgh's second-largest regional money manager, to start its Mid-Atlantic Group. Zachary Craig, Benton Elliott Jr. and ...

The company will use the fresh capital to expand its presence across key financial hubs, and deepen the client engagement ...

Waterfield Advisors secures $18 million investment from Jungle Ventures to scale client-centric wealth advisory in India.

Lower interest rates over the next several years will stifle net interest income growth. The company may have a greater opportunity to recruit advisors as it fills holes in its geographic footprint ...

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