All articles by Satarupa Bhowmik
Satarupa Bhowmik
Summit Financial invests in Parsons Broach Financial Services
Parsons Broach Financial Services, based in Montgomery, Alabama, oversees more than $250m in client assets.
Deutsche Bank bolsters UAE foothold with ADGM licence
The licence allows the bank to participate in regulated activities under the Financial Services and Markets Regulations 2015.
The Mather Group acquires California’s Pillar Wealth Management
This move adds over $200m in assets to TMG’s books and represents its fourth acquisition in the San Francisco Bay Area.
Lido Advisors teams up with HPS to fuel long-term growth
This latest partnership is said to enhance Lido’s collaboration with Charlesbank Capital Partners.
IQ-EQ acquires fund administrator South Watch
The rebranding of South Watch to IQ-EQ will begin immediately as part of the integration process.
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Addepar acquires Arcus to boost AI capabilities
The acquisition aligns with Addepar’s strategy to enhance its technology by integrating advanced AI and ML into its platform.
UBS rejigs wealth management unit
GWM co-heads Iqbal Khan and Rob Karofsky confirmed the organisational changes in an internal communication.
Investing platform Seeds lands $10m Series A investment
The investment will be used to expedite product development and support strategic growth through key hires.
Columbia Threadneedle to roll out active ETF offering in Europe
The ETFs will offer European investors access to global, US, European, and emerging market equities.
Mizuho, Mercer collaborate for OCIO services in Japan
The tie-up will help Mizuho enhance its OCIO services, using solutions from Mizuho Trust & Banking and Asset Management One.