All articles by Satarupa Bhowmik
Satarupa Bhowmik
Summit Financial invests in New Jersey’s Gateway Advisory
Gateway Advisory specialises in investment advice, tax planning, risk management, and wealth transfer planning.
VP Bank Group reports 58% drop in net profit in 2024
As of 31 December 2024, VP Bank’s client assets under management rose 9.5% year-on-year to SFr50.7bn ($57.4bn).
RBC Wealth Management appoints new head of private banking in Singapore
This move supports the firm’s expansion and client engagement in Southeast Asia.
SCB WEALTH, BlackRock partner to expand global investment access in Thailand
The partnership aims to expand Thai investors’ access to global markets, targeting THB180bn ($5.3bn) in assets by 2026.
UBS secures approval for partial stake sale in China venture
CSS, a securities joint venture established in 2008, has seen Credit Suisse holding a 51% interest since June 2020.
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Twenty Four Wealth Management acquires Florida RIA
The acquisition expands Twenty Four Wealth’s assets under management to $1.1bn.
Edward Jones launches new service for HNW clients in US
The service is slated for select client access in the second quarter of this year and a broader rollout in 2026.
Docupace buys workflow management tech provider Hubly
The acquisition automates client onboarding, account opening, and tax preparation, saving Hubly’s customers hours.
New family office “Five Eleven Partners” launches in US
The company is headquartered in New York, with locations in Chicago, West Palm Beach, and San Francisco.
Alaris launches AI matchmaking platform for RIA M&A
The platform boosts M&A success by prioritising cultural and financial compatibility.