All articles by Satarupa Bhowmik

Edelman buys Cahill Wealth Management

Cahill Wealth Management oversees around $426m in assets for 125 clients.

Mercer finalises SECOR Asset Management purchase

More than 40 SECOR employees from New York and London joined Mercer as part of the acquisition.

Mariner expands in Ohio with Hyre Personal Wealth Advisors

This acquisition establishes Mariner’s second office in Columbus and eighth location in Ohio.

ADIO, Alpheya join forces to support AI-driven wealth management

Alpheya eyes operational investments over the next three years, starting with the launch of a new office in Al Ain Region.

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.