All articles by Satarupa Bhowmik

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.

Kirkland & Ellis, Demarest Advogados top 2024 M&A legal advisor rankings in South and Central America

Goldman Sachs, UBS lead South America M&A financial advisory rankings in 2024

Goldman Sachs topped by value with $12.7bn in deals, while UBS led by volume with 12 transactions.

Generali to buy majority stake in credit investment firm MGG for $320m

MGG will remain under Kevin Griffin’s leadership, with its investment strategy and processes unchanged.