All articles by Shivam Mishra
Shivam Mishra
French wealth management fintech RockFi garners €18m funding
With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close of 2026.
Seviora Group opens first Middle East office in Abu Dhabi
The new office complements Seviora’s existing locations in Singapore, India, China, and Indonesia.
UBS mulling Swiss headquarters relocation over capital demands-report
The Swiss government is aiming to strengthen banking regulations, which UBS has opposed.
HSBC names new head of global private banking for North Asia and Hong Kong
Kanas Chan, with three decades of experience in wealth management, will transition from Deutsche Bank to HSBC.
Edmond de Rothschild logs 12% AUM growth in 2024
This growth was driven by “strong” inflows and the performance of its investment teams.
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Robertson Stephens launches family office for ultra-high-net-worth clients
This initiative targets clients who have outgrown a multi-family office platform but are not yet ready for a single-family office environment.
PAG exploring options for majority stake in Nuvama Wealth Management
PAG, backed by Blackstone, is working with financial advisers to conduct a strategic review and evaluate possible outcomes.
Elevation Point acquires minority stake in Triton Wealth
The firm, which manages over $225m in assets, caters to business owners, professionals, and retirees, offering services from high-net-worth to mass affluent clients.
IDB Bank appoints new New York private banking and wealth management head
Christian Rocchio will focus on driving strategic growth, enhancing client success, and expanding IDB’s wealth management services.
HSBC investment bank job cuts to start in Asia next week-report
The redundancies will be staggered over several weeks and months, based on performance and to streamline operations.