All articles by Satarupa Bhowmik
Satarupa Bhowmik
Americana Partners expands into California with Boulevard Family Wealth
This move marks Americana’s first venture outside of Texas, creating a $12bn platform RIA.
Safra Sarasin to buy 70% stake in Saxo Bank
The acquisition boosts Safra Sarasin’s client assets to $247bn and Saxo Bank’s to $118bn.
Bank of Singapore appoints Hong Kong investment solutions head
Tang will lead the product and solutions strategy for the bank’s Hong Kong branch, focusing on capital markets and alternative investments.
WRISE opens new office and wealth academy in Shenzhen
The WRISE Academy provides programmes for independent wealth consultants and family office practitioners.
Bain and CC Capital increase Insignia buyout bids to $2.1bn
The proposals are subject to due diligence, board approval, a scheme implementation deed, among other conditions.
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CI Wealth adopts Conquest’s AI financial planning platform
The partnership equips CI Wealth advisors with tools for personalised financial advice.
AI advisory tech provider Zocks raises $13.8m in Series A funding
The funding will support Zocks’ product development, team expansion, and market penetration plans.
Schroders targets £150m cost savings in strategy update
The firm’s strategy will focus on four areas, which includes ensuring effective utilisation of resources and capital.
Captrust acquires Carolinas Investment Consulting
CIC is an investment consulting and financial planning firm that manages over $1.4bn in assets.
Wealthtech firm Osaic integrates Jump and Zocks AI platforms
Jump is said to help the wealthtech enhance compliance and alleviate administrative load.