All articles by Satarupa Bhowmik
Satarupa Bhowmik
Rothschild buys Swiss advisory firm Tenalis
The deal enhances Rothschild’s services in succession planning, taxation, and real estate consulting.
Citi Wealth teams up with Allfunds to enhance client services
The initiative will launch for Citi Private Bank clients in EMEA later this year, with expansion to other regions planned for 2026 and 2027.
Evelyn closes sale of fund solutions business to Thesis
The transaction follows the sale of its professional services business, signalling Evelyn’s shift to focus on wealth management.
KKR establishes new financial advisory platform in Singapore
Ascend Asia will provide its members with “strategic” expertise, industry know-how, and operational resources.
UBS announces new $2bn share buyback programme
This follows the completion of a buyback programme in April 2024, which helped repurchase $2bn in shares.
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Edward Jones to buy Natixis IM’s overlay management services
The deal is set to be finalised later this year, allowing Edward Jones to become the overlay manager for its US UMA offerings.
Mediobanca plans $5.7bn shareholder payout to thwart MPS takeover
MPS has received approval from the European Central Bank and plans to launch an all-share bid for Mediobanca next month.
TA Associates to invest in Australia’s Viridian Financial Group
Viridian manages around $16bn in funds across Viridian Advisory, Infinity Capital Solutions, Smartmove Lending.
B. Riley divests advisory services arm to TorQuest
GlassRatner has a workforce of approximately 200 across its offices in the US, Canada, and Mexico.
UK’s Fairstone adds 100th firm under DBO Programme
Richardson Premier Wealth is a family-owned business with presence in Halifax and Glasgow.