Focus Financial Partners has launched a multifamily office, Beryllus Capital, in a joint venture with Hinduja Group, a diversified Indian conglomerate.
Beryllus, which will have offices in London, Geneva and Singapore, was co-founded by Amit Kotha, former head of RBC Wealth Management’s enterprise strategic clients business in London.
Last year, Focus expanded its footprint to Australia with the acquisition of Melbourne-based Mediq Financial Services, a firm with a niche of serving members of the medical profession.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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