All articles by Satarupa Bhowmik

EQT names new private wealth head in Australia

Daniel Bullock will be based in Sydney and report to Sueann Yeo, the head of APAC private wealth.

Emirates NBD, BlackRock join forces on private markets access

The tie-up is said to “democratise” the alternative assets space, which is projected to grow to $30tn by the end of the decade.

Robinhood introduces suite of wealth management services

The suite comprises Robinhood Strategies, Robinhood Banking, and Robinhood Cortex.

Dynasty teams up with Goldman Sachs for custody services

Waverly expands with acquisition of GGM Wealth Advisor

The acquisition adds GGM’s $400m in assets under management to Waverly’s portfolio, raising its total AUM to about $17.4bn.

CW Advisors buys New Jersey’s Delta Financial Group

The acquisition of Delta increases CWA’s assets under management (AUM) by $1.3bn.

ODDO BHF (Switzerland) names private wealth management head

Burri will manage all PWM activities in the country and serve on the Swiss Management Committee.

Rathbones Group names Jonathan Sorrell as new CEO

Sorrell will move to Rathbones from Capstone Investment Advisors, where he has held the position of president since early 2020.

Copia Wealth Studios launches new AI wealth platform

The platform’s AI assistant provides intelligent insights and answers queries by understanding the user’s portfolio.

Indiana’s Ever Wealth joins Osaic network

The alignment with Osaic was done via Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction led by Rita Robbins.