All articles by Satarupa Bhowmik
Satarupa Bhowmik
New financial advisory firm SoundRidge Private Wealth launched in NYC
Partnering with FiNet allows the new firm to leverage improved infrastructure while customising services to client needs.
Mashreq teams up with Goldman Sachs for discretionary offerings
This collaboration will help Mashreq make a variety of discretionary portfolios available for its wealth clients.
Indian advisory firm Ambit opens Dubai office
The new Dubai office aims to serve a diverse clientele, including non-resident Indians, foreign nationals, and family offices.
Rothschild & Co expands UK wealth management team
The new hires aim to meet the growing demand for wealth management services in UK regions.
Bank of England warns of increasing risks to financial stability
BoE noted that the UK banking system remains “well capitalised”, supported by “strong” asset quality.
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AllianzGI names new private markets head in leadership overhaul
Michael Krautzberger will take on the role of CIO for public markets and join the executive committee.
Envestnet adds custom portfolios from BlackRock and State Street
The partnerships, announced at the Elevate 2025 conference in Las Vegas, will enable RIAs to offer more personalised investing strategies.
Perspective Financial expands with nine new acquisitions
The deals added four new offices in Stockbridge (Hampshire), Uckfield (East Sussex), and Grimsby and Waltham (Lincolnshire).
Kansas wealth manager NoxNumis joins Osaic network
NoxNumis oversees $450m in client assets and is led by partners John Toothaker and Ron Gabel.
Modern Wealth expands in California with two acquisitions
The acquisitions of Wade Financial Advisory and Planned Asset Management will increase Modern Wealth’s AUM to over $7bn.