All articles by Satarupa Bhowmik

Emigrant Partners picks minority stake in Elevation Point

The collaboration aims to enhance Elevation Point’s services for high-net-worth clients and improve family office offerings.

VisionPoint, Navitas merge to launch $3.7bn RIA Balefire

Balefire targets $215m in annual revenue and seeks to expand its team to 300 professionals.

UBS enters private credit alliance with General Atlantic

The tie-up aims to offer investing clients and borrowers access to a wider range of direct lending and credit products.

UBS to pay $511m to settle Credit Suisse tax evasion case

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.