All articles by Satarupa Bhowmik

Satarupa Bhowmik

Uptiq launches new enterprise AI platform for wealth managers, banks

Uptiq’s platform offers a suite of pre-packaged agents to support financial advisors, loan officers, and back-office staff.

Lovell Minnick invests in US wealth manager Americana Partners

LMP marks the first outside institutional investor for Americana, which manages over $8.5bn in assets.

Banco Azteca accelerates digital transformation with UiPath AI

The company utilised UiPath Platform within its Center of Excellence, to develop 190 automations to optimise several processes.

Northern Trust reports profit of $464.9m in Q3 2024

Total revenue was $1.96bn in Q3 2024, up from $1.74bn in the same quarter last year.

Wendel to acquire majority stake in private credit manager Monroe Capital

Wendel will acquire 50% stake from Monroe’s management and 25% from Bonaccord Capital Partners.

Goldman Sachs, Rothschild lead Europe M&A financial advisory for Q1-Q3 2024 

Goldman Sachs secured the top spot by value with advisory on deals worth $67.37bn.

Swedish wealth manager Söderberg invests in four UK IFAs

The acquired businesses are George Square, Cheltenham IFA, Bluezone Capital, and Alexander Bates Campbell.

White & Case, CMS lead Europe M&A legal advisory rankings for Q1-Q3 2024

Freshfields Bruckhaus Deringer followed closely in second place by value, advising on deals amounting to $38bn.

JP Morgan, UBS lead APAC M&A financial advisory rankings for Q1-Q3 2024

JP Morgan secured the top spot in terms of deal value, having advised on transactions worth $17bn.

Simpson Thacher & Bartlett, TriLegal lead Q1-Q3 2024 APAC M&A legal advisory ranking

Simpson Thacher & Bartlett secured the top spot by value, advising on transactions worth $22.1bn.