All articles by Satarupa Bhowmik
Satarupa Bhowmik
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.
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Pure Financial Advisors takes over Personal Investment Management
Addition of PIM’s clients, mainly based in Seattle and surrounding areas, is said to bolster Pure’s foothold in the “key” market.
Merit Financial Advisors expands into Idaho
This acquisition enables Merit to enter Idaho and boost its assets by $1.6bn.
Julius Baer secures nod for Italian onshore market foray
The new branch is part of Bank Julius Baer Europe in Luxembourg, which has presence in Dublin, Madrid, and Barcelona.
DWS, Deutsche Bank partner to expand private credit investment opportunities
The partnership gives DWS preferred access to private credit assets, including asset-based finance and direct lending opportunities from Deutsche Bank.
Citi Private Bank rolls out philanthropy advisory service in Asia
The solutions have been launched in alliance with two Singaporean charities – Community Foundation of Singapore (CFS) and AVPN.