All articles by Satarupa Bhowmik
Satarupa Bhowmik
Investment platform Yieldstreet raises $77m
The funding aims to improve Yieldstreet’s platform and integrate private markets into individual investors’ portfolios.
Cetera introduces new AI platform for financial advisors
IntelligenceEngine is Cetera’s branded version of Share of Wallet Suite, featuring a connected ecosystem of proprietary and third-party tools.
Maridea acquires Pinnacle Wealth Management
Brian Sheehy, founder of Pinnacle, is set to join Maridea as a senior investment advisor.
Morgan Stanley’s revenue and net income increase in Q2 2025
The wealth management division reported net revenues of $7.8bn, an increase from $6.8bn the previous year.
Citigroup plans 15% increase in Japan investment banking workforce
According to Jan Metzger, Citi’s head of investment banking for Asia Pacific, this initiative aims to boost the bank’s growth in the Asia Pacific region.
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Weil, Gotshal & Manges and CMS lead European M&A legal advisers in H1 2025
Weil, Gotshal & Manges topped the deal value with $20.6bn in transactions, while CMS led in deal volume with 130 transactions.
Cathay United Bank, Avaloq team up for onshore private banking in Taiwan
The partnership leverages Avaloq’s core banking technology to enhance operational efficiency and client service.
Atlas acquires RIA firm Central Wealth Management
As agreed, CWM founder Eric Heiting will now lead the wealth management division at Atlas.
Goldman Sachs, PwC lead European M&A advisers in H1 2025
Goldman Sachs led in advisory value with $23.8bn in transactions, while PwC topped in deal volume with 52 transactions.
JPMorgan Chase launches Strategic Financing Solutions unit
This unit will reportedly focus initially on structured private solutions, strategic asset-backed securities, infrastructure finance, merchant banking, and direct lending.