All articles by Satarupa Bhowmik
Satarupa Bhowmik
Vanguard to set up new advice and wealth management unit
Joanna Rotenberg will join Vanguard in January 2025 as managing director and member of the company’s senior leadership team.
HSBC global private banking and wealth chief to quit
Gabriel Castello has been named interim CEO of global private banking, with search for a permanent CEO to start in “due course”.
Singapore’s Temasek launches new private credit platform
The platform currently has a portfolio worth about S$10bn ($7.4bn), including direct investments and credit funds.
NRI rolls out new digital solution for asset management sector
Converting reports to HTML and leveraging customer data enables asset managers to share information with investors faster.
Apex, Advyzon partner to streamline investment management for advisors
This collaboration integrates Advyzon Investment Management solutions to simplify investment management for financial advisors.
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Valu-Trac adopts Temenos tech to enhance fund administration in UK
Temenos’ cloud technology and API-first design allow Valu-Trac to integrate smoothly with various systems.
J.P. Morgan’s data platform to incorporate FactSet analytics
The move helps clients focus on investment insights and alpha generation while leveraging modern data management.
Wealth manager Mariner bolsters US foothold with double deal
These acquisitions add around $878m in assets under management to Mariner’s portfolio.
GAM hires UK and Channel Island distribution head from Amundi
Williams, with a background in asset management sales, will report to GAM Global Head of Client Solutions Rossen Djounov.
Dynasty Financial Partners enters alliance with Nasdaq Private Market
This collaboration will integrate Dynasty’s wealth advisory services within the NPM SecondMarket Liquidity Platform.