All articles by Satarupa Bhowmik
Satarupa Bhowmik
Mercer Advisors sets up women-focused wealth practice
The new practice will concentrate on areas such as longevity planning, career transitions, and business ownership.
J. Safra Sarasin concludes majority stake purchase in Saxo Bank
The transaction involves J. Safra Sarasin acquiring about 71% of Saxo Bank shares.
Stone Point Capital invests in UK wealth manager Amber River
Completion of the deal is expected in summer 2026, contingent on regulatory clearance.
Julius Baer profit slumps in 2025 over credit losses
Assets under management rose 5% to SFr521bn, supported by SFr 14.4bn in net new money.
Deutsche Bank profit soars on gains across all businesses
The Private Bank division posted 2025 net revenues of €9.7bn, up 3% year on year.
Syz Bank appoints new CEO
Philippe Turrian will take over as sole head of wealth management, having previously shared responsibility for the division.
Azimut to take majority stake in Brazilian wealth manager Unifinance
Azimut described Unifinance as having a “strong” position in wealth management for the ultra-high-net-worth (UHNW) category.
BTA Finance selects Avaloq to enhance wealth management operations
BTA Finance will implement the cloud-based Avaloq platform to enhance its core wealth infrastructure and digital banking channels.
Barclays strengthens UK PBWM divisions with two senior appointments
Sid Azad will lead Mass Affluent and Growth, while Nick May will serve as head of Crown Dependencies.
Bernstein expands wealth management team with new hires
Kadet and Bolding will lead teams of wealth advisors focused on high-net-worth and ultrahigh-net-worth clients.