All articles by Satarupa Bhowmik
Satarupa Bhowmik
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.
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.
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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.
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.