All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
AlphaCore launches family office affiliate via Streamline acquisition
The new unit will function as a separate affiliated business focused on non-advisory family office work.
Apella buys South Carolina RIA Morris Financial Concepts
The transaction brings about $544m in assets under management to Apella and broadens its presence in the southeastern US.
HSBC brings Access platform to Singapore UHNW clients
Through the platform, qualifying clients can take part in opportunities linked to high-growth innovation businesses.
Schroders wealth chief weighs acquisitions – report
Any deal would be intended to expand the group’s position in the high-net-worth segment in the UK and overseas.
Ogier Global appoints new director for Jersey private wealth team
In the new position, Murray will work with clients, intermediaries and colleagues across the firm’s international network.
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Citi Private Bank hires ex-Bank of America executive Teresa Radzinski
Radzinski will work with individuals and family offices with balance sheets above $500m.
Modern Wealth adds $710m in AUM with Sanchez Wealth purchase
Sanchez Wealth was established by Christen (Chris) Sanchez and has operated for more than 25 years.
UBS to shutter China fund sales arm – report
UBS set up the Shenzhen unit in late 2022 and aimed it at wealthy Chinese clients through the digital wealth platform WE.UBS.
Savvy Wealth secures $100m in Series C financing
Proceeds will be used for expanding Savvy Intelligence into more parts of an advisor’s daily work and recruiting technical staff.
Google, Y Combinator back Aqua’s alts platform launch
The capital will go towards faster business and product development, growth in its engineering and partnership teams.