All articles by Satarupa Bhowmik
Satarupa Bhowmik
Bernstein expands wealth management team with new hires
Kadet and Bolding will lead teams of wealth advisors focused on high-net-worth and ultrahigh-net-worth clients.
Bajaj Broking launches Privé for ultra-high net worth individuals
This initiative aims to establish a platform for affluent investors, providing various investment options such as portfolio management services.
JTC dismisses Permira’s takeover offers
A report from Bloomberg indicated that the offers would have valued JTC at approximately £2bn.
Former Credit Suisse executives reach settlement in risk management lawsuit
The suit accused them of inadequate risk management practices that led to financial losses during the years 2020 and 2021.
MassMutual, Orion unveil new wealthtech platform
The WMS-Orion platform consolidates vital functions for advisors into a singular, integrated solution.
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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.