All articles by Satarupa Bhowmik
Satarupa Bhowmik
Summit makes minority investment in Gordon Asset Management
Gordon Asset Management manages about $220m in assets and $1.1bn in qualified plan assets.
Rothschild & Co names new CFO for Swiss wealth management
Eisenring will take over from Christian Bouet, the current CFO of Rothschild & Co’s Wealth and Asset Management.
HSBC names new interim CEO for Swiss Private Bank
Shipman will take over from Gabriel Castello, who was recently appointed as the interim CEO of HSBC’s global private banking.
Waverly Advisors expands in US with Planning Capital Management
The latest deal increases Waverly’s assets under management to approximately $15.9bn.
Merit Financial Advisors acquires Oregon’s Roth Asset Management
With the acquisition of Roth Asset Management, Merit Financial Advisors increases its assets under management by $773m.
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Lombard Odier appoints new regional head for Asia, Private Clients
Omar Shokur will also take on the role of CEO for the bank’s Singapore subsidiary.
BNP Paribas appointed Insignia Financial’s custodian in Australia
The appointment supports BNP Paribas’ efforts to bolster its position within the Australian market.
JBWere teams up with UBS to roll out fixed income funds
The new products are UBS JBWere Australian Credit Fund and UBS JBWere International Credit Fund.
Jupiter Asset Management names new UK head
John Morrison will remain interim head of UK until Tyler arrives, then return to his role as deputy head.
BlackRock’s $3.2bn Preqin acquisition faces UK CMA scanner
The preliminary stage aims to assess the transaction’s potential impact on UK competition before a formal investigation.