All articles by Satarupa Bhowmik

Lunate picks stake in wealth manager Azura Partners

Azura works with high-net-worth and ultra-high-net-worth individuals, entrepreneurs, and family offices globally.

CW Advisors expands with acquisition of two RIAs in US

The deals increase CWA’s assets under management by over $1.4bn.

BNY secures licence for regional headquarters in Saudi Arabia

The new RHQ in Riyadh will provide strategic, administrative, and corporate services for BNY throughout the Middle East.

UBS reports $1.69bn profit in Q1 2025

Operating expenses for the quarter rose to $10.32bn, up from $10.25bn in Q1 2024.

AI employment in major banks sees 13% rise, reports Evident

Focus Financial Partners appoints new president and COO

Both individuals have experience within the company and will report directly to CEO Michael Nathanson.

Wealthtech provider Zoe nets $29.6m in Series B round

Several RIA partners of Zoe and their executives team members participated in the round.

F2 Strategy acquires financial technology and software provider MD Solutions

This acquisition enhances F2’s presence in the RIA and SFO markets, with all MD Solutions employees and projects being integrated into F2 immediately.

EP Wealth expands in California with NBS Financial Services

This deal bolsters EP Wealth’s Westlake Village office and adds over $230m in assets under management.

GIB Group, Stanhope team up to offer wealth advisory across GCC region

This collaboration aims to offer institutional and eligible private clients a full spectrum of services.