All articles by Satarupa Bhowmik
Satarupa Bhowmik
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.
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%.
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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.
Cetera introduces new AI platform for financial advisors
IntelligenceEngine is Cetera’s branded version of Share of Wallet Suite, featuring a connected ecosystem of proprietary and third-party tools.
Maridea acquires Pinnacle Wealth Management
Brian Sheehy, founder of Pinnacle, is set to join Maridea as a senior investment advisor.
Morgan Stanley’s revenue and net income increase in Q2 2025
The wealth management division reported net revenues of $7.8bn, an increase from $6.8bn the previous year.