News, Comment & Analysis results for Focus Financial

M and A
6 February 2023

Private Equity Group Makes Offer For Focus Financial

Wealth management groups, given their relatively sticky revenue streams and play on multi-trillion...

Family Office
23 March 2021

Focus Financial, Indian Conglomerate Builds Family Office JV

The new joint venture business will focus on UHNW clients and operate from offices in London,...

22 February 2019

Focus Financial's Income, Revenues Surge

The US-based firm recently bought wealth management firms catering for ultra-HNW individuals in...

M and A
20 February 2019

Deals Of The Day: The Latest In Wealth Management M&A - Focus Financial

The latest M&A deals in wealth management across Asia-Pacific. ...

2 July 2015

US-Based Focus Financial Expands With Four "Marquee" Deals

The US financial advisory network has added new partners to its ranks. ...

People Moves
11 June 2014

Former Rothstein Kass Family Office Principals Create Independent Firm In US

The former family office principals at Rothstein Kass, which was recently acquired by KPMG, have...

M and A
9 October 2013

Two East Coast Wealth Management Firms Merge


People Moves
24 September 2013

Focus Financial Partners Makes Raft Of Strategic Hires


People Moves
24 September 2013

Focus Financial Partners Announces Raft Of Strategic Hires

Focus Financial Partners has made five hires from firms including Goldman Sachs and HighTower...

13 August 2013

Focus Financial Adds $2.2 Billion Michigan Investment Advisor


Comment & Analysis results for Focus Financial

17 July 2008

Consolidating in the US – Where Big Business Meets Independent

The consolidator model, or “roll up” as they are sometimes known, is the newest structure to...

11 February 2008

2008 is the Year of the Registered Investment Advisor in the US

Within the advice industry, no matter where you are in the world, there exists a rift between tied...