All articles by Satarupa Bhowmik
Satarupa Bhowmik
Bain Capital closes $4.5bn acquisition of wealthtech Envestnet
Reverence Capital and Norwest also took part in the deal, which made Envestnet a private company.
Barclays to set up Singapore private banking centre by 2026
The centre will offer clients access to quasi-institutional investment solutions and cross-asset class offerings.
Mubadala seals deal to take Canada’s CI Financial private
The agreement stipulates the acquisition of all CI shares at C$32 per share in cash, excluding those held by senior management.
Tavistock to buy UK asset manager Alpha Beta Partners
The acquisition comes after Tavistock sold its appointed representative network and registered individuals to Saltus.
Banca Investis launches Gen AI-driven investment advisory app
NIWA’s key feature is an AI-driven chatbot that provides instant, real-time answers to questions about investment portfolios.
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Objectway taps CBAM to support digital transformation
The platform’s flexibility enables CBAM to tailor and adapt services to client requirements.
Montana RIA Front Street joins SEI’s custody platform
The partnership will provide Front Street with a unified infrastructure for all advisor business operations.
Steward adds over $850m in assets with Mainstay Wealth Management
The Mainstay Wealth Management team is composed of 14 professionals with over three decades of industry experience.
Sanlam enters asset management deal with Ninety One
Sanlam will appoint Ninety One as the permanent investment manager for assets managed by its UK subsidiary, Sanlam Investments.
MAG Wealth Management takes over Ovation Wealth Advisors
The merger is set to establish Minnesota’s first Carson Wealth location, with $350m in assets.