All articles by Satarupa Bhowmik
Satarupa Bhowmik
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.
Perpetual Wealth Management expands team with five appointments
The recruitment of Kent and Bosman is anticipated to enhance the firm’s ‘Advice for Women, by Women’ initiative.
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Industry veterans unveil RIA succession incubator Uniting Wealth Partners
UWP’s model is strategically designed for sale to an institutional buyer within the next three to five years.
Citi Markets hires former Goldman Sachs banker Christopher Chan
Chan is set to begin his role in July this year and will be based in Singapore.
Mediobanca makes $7.1bn bid for Italy’s Banca Generali
Mediobanca plans to sell its stake in Assicurazioni Generali and reinvest the proceeds into Banca Generali.
Harbourfront Wealth takes over KJ Harrison & Partners
With this acquisition, Harbourfront Wealth’s total assets under administration will be nearly C$11bn (approximately $7.9bn).
UK’s FCA proposes 70% reduction in red tape for investment firms
While capital requirements remain unchanged, the FCA looks to streamline rules on what qualifies as regulatory capital.