All articles by Satarupa Bhowmik
Satarupa Bhowmik
Schroders appoints UK head, Americas CEO
Phil Middleton, who joined Schroders in 1992, held several roles in distribution and marketing.
Wealth Enhancement Group acquires New Jersey’s M&R Capital Management
M&R Capital Management, headed by chairman and CEO John Maloney, has more than $536m in client assets.
Standard Chartered Global Private Bank appoints relationship managers in UK
The three new hires are expected to bolster the firm’s private banking services for UHNWIs.
Advanta Solutions acquires City Financial Planning
The deal, whose financial terms remain undisclosed, expands Advanta Solutions’ AUM by £800m.
Miracle Mile Advisors launches new Chicago office
The new office will cater to the city’s burgeoning tech community, offering customised wealth management services.
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Insigneo expands team with appointment of ex-Merrill Lynch executive
Diaz’s career started in Santiago, Chile, working with financial institutions such as Banco Penta and Banco BICE.
Liechtenstein’s VP Bank names new CEO
Urs Monstein has been named as VP Bank Group CEO after serving as the interim Group CEO since May 2024.
EP Wealth Advisors expands US presence with double deal
With the acquisition of Gather Financial Planning and Riley Private Client, EP Wealth Advisors adds over $240m to its AUM.
Focus partner firms GYL Financial, Colony merge operations
The merger is expected to expand The Colony Group’s assets and capabilities in wealth management services.
Aspen Standard Wealth buys San Francisco RIA Summitry
The acquisition adds $2.8bn in AUM to Aspen Standard Wealth’s portfolio.