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Wealth management firms
Wealth management firms in Miami
Lydian makes its move in Miami
Can a boutique wealth management firm make it in a big-bank kind of town?
Orange County emerges from L.A.’s shadow
LOS ANGELES — Fueled by a flood of money from private-equity firms buying local businesses as well as a spectacular appreciation of real estate values, California’s Orange County has emerged from the shadows of neighboring Los Angeles as a wealth management powerhouse in its own right.
In La-La Land, business managers direct finances
LOS ANGELES — In most of the country, wealth managers deal directly with their clients.
City National’s Lydian deal a bid to attract jet-setters
LOS ANGELES — City National Corp.’s acquisition of Lydian Wealth Management Co. LLC, which closed this month, marks a bold move by the financial services company to make significant inroads into the ultrahigh-net-worth market.
Los Angeles entices wealth managers
Like Southern California itself, the Los Angeles wealth management market is vibrant, sprawling, lucrative, growing and fragmented.
