All articles by Satarupa Bhowmik
Satarupa Bhowmik
Desjardins to buy Guardian Capital in $1.21bn take-private deal
Guardian Capital serves institutional, retail, and private clients through its subsidiaries.
Lombard Odier net profit falls 4% in H1 2025
The group’s total client assets amounted to SFr323bn at the close of June 2025.
FNZ partners with Microsoft to enhance wealth management through technology
The collaboration will leverage FNZ’s expertise in wealth management and Microsoft’s capabilities in AI and cloud infrastructure.
iA Financial to buy wealth management firm RF Capital
RF Capital, operating under the Richardson Wealth brand, manages more than C$40bn in assets.
UBS terminates Aladdin contract with BlackRock
The bank aims to complete this transition by the end of the current year.
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Marex to buy Winterflood Securities for £103.9m
Winterflood provides execution services to more than 400 institutional clients.
Wealthtech firm AssetMark to expand into private markets
The private markets programme offers advisors diversified portfolios that balance public and private investments.
EFG first half profit grows on insurance settlement gains
The Swiss private bank’s net new assets amounted to Sfr 5.4bn, translating to an annualised growth rate of 6.5%.
IQ-EQ to buy fund platform Gordian Capital
Gordian Capital operates offices in Singapore, Tokyo, Hong Kong, Shanghai, and Melbourne, managing $17bn in assets.
Investment platform Yieldstreet raises $77m
The funding aims to improve Yieldstreet’s platform and integrate private markets into individual investors’ portfolios.