Marsh McLennan Agency (MMA), a business of Marsh and a leading provider of business insurance, employee health and benefits, retirement and wealth, and private client insurance solutions across the US ...

It follows the acquisition in September 2024 of Phillips Bros. Insurance Agency, a Midwest company specialising in private client and commercial property and casualty solutions. Korach Woan said ...

Number of Prudential Private Client Advisors serving HNW individuals rose six-fold since 2018 to meet increased demand for specialised wealth advisory servicesSINGAPORE - ...

These insurance dedicated funds (IDFs ... according to Dietz. Client demand for private credit and tax-efficient ways to get a piece of the action is only increasing. “Family offices and ...

Founded in 1985, CCIG is known for its commercial line, surety, employee benefits and private client insurance brokerage services. In 2023, it purchased Cairn Advisors, an employee benefits company.

That has helped fuel the insurance industry’s increased allocation of money to private investments, according to Moody’s. At end 2023, private equity-backed life insurers allocated 18 per cent ...

RBC Wealth Management's unique expertise, innovative solutions and client-centric approach make it the leader in private ...