All articles by Shivam Mishra
Shivam Mishra
Performativ secures Series A to expand AI wealth management platform
The company said the fresh capital will support product development and regional expansion, with a focus on serving private banks and larger financial institutions.
Goldman Sachs and Houlihan Lokey top M&A advisers list in Q1 2026
The rankings showed Goldman Sachs advised on deals worth a combined $267bn during the quarter.
HSBC banker Gerry Keefe exits after restructuring
Gerry Keefe’s departure follows a reorganisation of the bank’s global operations.
Schroders chief says wealth arm will stay after Nuveen deal – report
Schroders acquired Cazenove in 2013 for £424m.
SMBC and Julius Baer plan India tech hubs – report
The moves highlight India’s increasing importance to global finance as a base for GCCs.
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Titan Wealth moves to buy Plymouth adviser Sound Financial Management
Titan Wealth said the acquisition would increase its regional presence and enhances its proposition.
Morgan Stanley and Houlihan Lokey top 2025 M&A financial advisors list
Morgan Stanley advised on transactions worth a combined $872.7bn, the highest aggregate value recorded among advisers during the period.
Asset manager Robeco names new CIO
The incoming CIO brings over 25 years of experience in global financial markets.
SS&C enters around $1bn deal to acquire fund network Calastone
Calastone manages a network linking more than 4,500 financial institutions across 57 markets worldwide.
KGI Bank opens first overseas branch in Hong Kong
The bank anticipates that this expansion would enhance its operational scale and business capabilities.