All articles by Satarupa Bhowmik
Satarupa Bhowmik
Sequoia Financial to buy Minnesota wealth manager Carlson Capital
Carlson Capital provides integrated wealth management to about 1,300 clients, mainly in the Minneapolis-St. Paul area.
Mediobanca turns down Monte dei Paschi’s $14bn buyout offer
The board is concerned that the MPS offer could undermine Mediobanca’s identity and business profile.
Wealth Partners Capital Group, HGGC invest in The Wealth Alliance
The collaboration includes a minority equity investment in The Wealth Alliance to strengthen its platform.
Mission Wealth acquires Houston advisory firm Logic Capital
Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.
360 One WAM enters deal to buy India’s Batlivala & Karani Securities
The move is expected to enhance 360 One WAM’s broking platforms across UHNI, HNI, retail, and institutional segments.
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Julius Baer chairman to step down
The board has already started a search for external candidates for the chair position, which is expected to conclude soon.
Arax buys Colorado RIA Cedrus Financial
The deal, whose financial terms remain undisclosed, adds around $1bn in assets to Arax.
UBP registers 15% profit growth in 2024
The bank’s total income for 2024 reached CHF1.34bn, up 9.4% from CHF1.23bn in the prior year.
Carlyle names new head for APAC Global Wealth division
McCarthy will focus on enhancing Carlyle’s wealth platform across Asia Pacific and improving client offerings.
Titan Wealth acquires Jersey advisory firm Advisa
Founded in 1995, Advisa Wealth provides lifestyle planning, investment advice, life protection, and corporate solutions.