All articles by Satarupa Bhowmik

OneDigital invests in Canadian wealth manager PWL Capital

PWL will adopt the OneDigital brand while remaining an independent subsidiary under the new partnership.

Bain Capital matches CC Capital’s offer in Insignia pursuit

Revolut rolls out robo-advisory service in Singapore

The service supports investment in diversified portfolios without the need for extensive research or active management.

Constellation invests in Virginia RIA Bogart Wealth

Bogart Wealth plans to use this investment to bolster its client services, technology, hiring, and marketing efforts.

Generali, BPCE announce $1.9tn global asset management JV

The combined entity will have equal ownership, with each party holding 50% and sharing governance and control.

Wealth-tech Envestnet appoints new CEO

Todd takes over from Jim Fox, who has been serving as interim CEO.

HSBC bolsters wealth capabilities in India

HSBC’s enhanced wealth management in GIFT City meets the growing needs of premier and private banking clients.

M&G Investments names new CFO

Arona will manage M&G Investments’ global financial operations and execute its financial strategy.

Coller Capital launches new office in Singapore

The Singapore office is Coller Capital’s fifth location in the Asia Pacific region.

Hoxton Wealth acquires UK’s Family First Financial Services

Family First provides comprehensive financial planning, offering guidance on wills and potential inheritance tax obligations.