All articles by Satarupa Bhowmik
Satarupa Bhowmik
Waverly deepens Florida reach with Fiduciary Wealth Advisors purchase
FWA founder Scott Collins will become a partner and wealth advisor at Waverly Advisors.
Sustainable wealth manager EQ Investors weighs potential sale
John Spiers highlighted AI’s transformative impact and the drawbacks of charity ownership as key reasons for this move.
Wealthtech firm additiv opens new office in Manila, Philippines
The new office will help the company to strengthen its presence in the Asia-Pacific and support financial institutions in their digital transformation.
Calastone introduces blockchain fund distribution platform
The new solution connects traditional investment funds with blockchain networks like Ethereum, Polygon, and Canton.
Cook Wealth merges with Cerity Partners
The collaboration expands Cerity Partners’ wealth advisory services, including financial planning, investment management, and tax planning.
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OSL rolls out crypto wealth platform in Hong Kong
The platform combines OTC trading, crypto exchange, custody, and prime brokerage into a unified service for digital asset investors.
Cary Street Partners buys wealth manager Keene & Dorchak
The expansion enhances CSP’s foothold across Texas, adding to its San Antonio and Austin offices.
Stonehage Fleming names new family office head in Jersey
Bev Stewart, who joined Stonehage Fleming in 2021, reports to Greg Harris, head of family office British Islands.
DWS fined $27m for misleading ESG claims
Prosecutors said that DWS’s claims of being an ESG “leader” and that ESG was an integral part of its DNA did not match reality.
EP Wealth acquires California’s Peninsula Wealth
The partnership adds over $660m in assets under management to EP Wealth.