All articles by Satarupa Bhowmik
Satarupa Bhowmik
Shackleton buys IM Asset Management from Irwin Mitchell
IMAM and TWP together have 20 advisers, serving about 1,600 clients and managing approximately $1.8bn in funds.
Northern Trust names new chief investment strategists
Both strategists will report to global co-CIOs Michael Hunstad and Chris Roth.
Focus Partners Wealth to buy Los Angeles’ Churchill Management
The addition of Churchill is projected to boost Focus Partners Wealth’s regulatory assets under management by about $9.4bn.
Mattioli Woods, Kingswood Group to join forces in $37bn merger
The new organisation will serve more than 25,000 clients and employ over 200 financial advisers in more than 40 UK offices.
Sanlam invests in Indian asset management firm Shriram AMC
This investment provides SEMM with a 23% direct ownership in Shriram AMC.
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HSBC reportedly cuts analyst positions in restructuring effort
This decision also involves the termination of Steven Major, the global head of fixed income research.
Cantor Fitzgerald to buy UBS’ O’Connor alternatives investment platform
After the acquisition, O’Connor’s investment and support teams will move to Cantor Fitzgerald.
Integrated Partners extends Greater Boston presence with six-member team
Corey Wealth Partners manages around $370m in assets, specialising in high-net-worth and ultra-high-net-worth clients.
Jio BlackRock secures approval to launch mutual fund business in India
The company plans to launch investment solutions to meet the growing demand from Indian retail mutual fund investors.
JPMorgan Chase opens 14 new financial centres in US
The expansion comes after the establishment of two new centres in late 2024, increasing the total to 16.