All articles by Satarupa Bhowmik
Satarupa Bhowmik
Carlyle, Citi partner to explore fintech specialty lending opportunities
Both firms have created a framework for sharing market insights and exploring co-investment and financing opportunities.
Siebert invests in wealth management platform FusionIQ
The alliance will integrate FusionIQ’s technology into Siebert, aiming to improve its digital services and investment workflows.
Carson expands in Colorado with Wambolt & Associates acquisition
Founded by Greg Wambolt in 2010, Wambolt & Associates manages around $570m in assets.
Wealthbox gets $200m investment to boost growth
This investment aims to improve Wealthbox’s operational efficiency and accelerate product “innovation”.
Amundi plans 50 layoffs in Italy by year-end
The cuts, which represent 13.8% of the Italian staff, are part of Amundi’s strategy to meet savings goals.
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Nomura to shut down Zhejiang office by end of year
Nomura Orient International Securities is downsizing its wealth management services in mainland China following years of financial setbacks.
Mercer to buy Fundhouse’s UK business
Fundhouse managed $2.84bn in assets and advised on $13.5bn as of 1 May 2025.
Swiss proposal mandates UBS to boost capital by $26bn
UBS has been given a timeframe of six to eight years to comply after the legislation is enacted.
Hong Leong Bank and Lombard Odier partner on multi-asset funds
The funds will serve varied risk profiles, including conservative, balanced, and growth-oriented investors.
Digital investment platform Scalable Capital lands $175m funding
Existing investors Balderton Capital, Tencent, and HV Capital joined the funding round, raising its total investment to over $535m.