All articles by Satarupa Bhowmik
Satarupa Bhowmik
Michigan’s Prout Financial Design joins Integrated Partners
Prout Financial is said to benefit from access to improved marketing support and the Integrated CPA Alliance programme.
Focus Partners firm Kovitz to add Transform Wealth
The deal will see Transform Wealth add approximately $3bn to Kovitz’s $32bn in regulatory assets under management.
Brooks Macdonald expands Scotland team with three hires
Martin latterly held the position of head of office and divisional director at RBC Brewin Dolphin in Glasgow.
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).
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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.
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.