All articles by Satarupa Bhowmik

Advisory firm Indivisible Partners onboards New York team upon launch  

Indivisible Partners offers advisors “autonomy, flexibility and support” to manage their clients’ evolving needs.

Balfour Capital appoints new Australia division head

Previously, Oberoi was senior project officer at the Department of Justice and Community Safety in Victoria.

Insignia Financial gets $1.8bn buyout bid from CC Capital

The latest offer is contingent on satisfactory due diligence, a unanimous board recommendation, and regulatory approvals.

Hawksmoor Investment names Michael Bishop as managing director

Michael succeeds Sarah Soar, who has resigned after five years of leadership at Hawksmoor.

Orion concludes acquisition of Summit Wealth Systems

Reed Colley, co-founder and CEO of Summit Wealth Systems, becomes president of Orion Advisor Technology.

Treehouse Wealth Advisors merges with The Humphreys Group

The merged organisation will retain the Treehouse Wealth Advisors name, with offices in Walnut Creek and San Francisco, US.

Deutsche Bank aims to boost fixed income trading in Americas

Ram Nayak, co-head of Deutsche Bank’s investment bank, has announced a goal to boost fixed income revenue by 20% from 2023 to 2027.

Cosmea Financial gets SEBI nod to expand into mutual fund market

SEBI launches new regulatory framework for passive mutual funds

The initiative simplifies entry, attracts new players, and reduces compliance burdens in the sector.

Bajaj Finserv Asset Management unveils new Gilt Fund

The open-ended debt scheme is designed with relatively high interest rate risk and low credit risk in mind.