All articles by Satarupa Bhowmik
Satarupa Bhowmik
Docupace buys workflow management tech provider Hubly
The acquisition automates client onboarding, account opening, and tax preparation, saving Hubly’s customers hours.
New family office “Five Eleven Partners” launches in US
The company is headquartered in New York, with locations in Chicago, West Palm Beach, and San Francisco.
Alaris launches AI matchmaking platform for RIA M&A
The platform boosts M&A success by prioritising cultural and financial compatibility.
Standard Chartered unveils investment club for UHNW clients
The CIC is now open to eligible clients in Singapore, Hong Kong, and UAE, with an aim to extend its reach to Jersey in the UK.
Wealthtech firms OneVest and Envestnet enter alliance
The partnership will integrate OneVest’s configurable technology solutions into Envestnet’s portfolio management platform.
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Americana Partners expands into California with Boulevard Family Wealth
This move marks Americana’s first venture outside of Texas, creating a $12bn platform RIA.
Safra Sarasin to buy 70% stake in Saxo Bank
The acquisition boosts Safra Sarasin’s client assets to $247bn and Saxo Bank’s to $118bn.
Bank of Singapore appoints Hong Kong investment solutions head
Tang will lead the product and solutions strategy for the bank’s Hong Kong branch, focusing on capital markets and alternative investments.
WRISE opens new office and wealth academy in Shenzhen
The WRISE Academy provides programmes for independent wealth consultants and family office practitioners.
Bain and CC Capital increase Insignia buyout bids to $2.1bn
The proposals are subject to due diligence, board approval, a scheme implementation deed, among other conditions.