All articles by Satarupa Bhowmik
Satarupa Bhowmik
Wealthtech firm AssetMark to expand into private markets
The private markets programme offers advisors diversified portfolios that balance public and private investments.
EFG first half profit grows on insurance settlement gains
The Swiss private bank’s net new assets amounted to Sfr 5.4bn, translating to an annualised growth rate of 6.5%.
IQ-EQ to buy fund platform Gordian Capital
Gordian Capital operates offices in Singapore, Tokyo, Hong Kong, Shanghai, and Melbourne, managing $17bn in assets.
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.
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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.
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.