All articles by Satarupa Bhowmik
Satarupa Bhowmik
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.
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).
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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.
HSBC launches new wealth centre in Singapore
The new centre is the second of three planned wealth centres, with the final one set to open by the end of this year.
EFG appoints Soha Nashaat as executive chair of Dubai subsidiary
Nashaat will be based in Dubai, reporting to Patrick Ramsey, head of EFG’s Continental Europe and Middle East region.
Stone Point Capital invests in Ultimus Fund Solutions
After the transaction, GTCR and Stone Point will have equal governance of the company.
Concurrent introduces WealthSelect investment platform
WealthSelect eases wealth management with intuitive tech, institutional-grade investment strategies, and dedicated consulting.