All articles by Satarupa Bhowmik
Satarupa Bhowmik
Perpetual secures revised offer from KKR for wealth and corporate trust units
Negotiations on the financial details of the updated proposal are ongoing, with shareholder profits still to be finalised.
Global Wealth Management appoints new CEO
With Minkov at the helm, the company will continue working on improving client services, and growing its advisor network.
Prudential weighs listing Indian asset management JV
The company plans to return net proceeds from the divestment to shareholders and will share updates soon.
Swiss Life acquires ZWEI Wealth to enhance HNWI services
The acquisition supports Swiss Life’s strategy to expand private client investments by 2027.
Hightower Advisors appoints new CEO
Restieri, also joining the board of directors, will take on the new responsibilities in spring 2025.
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Merit expands in Pennsylvania with Hershey Wealth acquisition
The acquisition adds $233m to Merit’s assets and expands its presence in the state.
Bluespring Wealth buys Kentucky’s Reliant Wealth Planning
The acquisition adds over $560m in assets under management to Bluespring’s portfolio.
Aument Capital gets FSRA’s in-principle nod for Category 4 licence
The move empowers the firm to address specific financial needs of entrepreneurial families and global wealth creators in UAE.
Prime Capital expands in US with Sugarloaf Wealth
Sugarloaf gains access to Prime Capital’s platform and expertise, to boost client experience and support personalised service.
J.C. Flowers invests in Canada’s Infinite Investment Systems
The company will utilise the capital to expand its product line-up, improve its services, as well as deepen its footprint.