All articles by Satarupa Bhowmik
Satarupa Bhowmik
AllianzGI names new private markets head in leadership overhaul
Michael Krautzberger will take on the role of CIO for public markets and join the executive committee.
Envestnet adds custom portfolios from BlackRock and State Street
The partnerships, announced at the Elevate 2025 conference in Las Vegas, will enable RIAs to offer more personalised investing strategies.
Perspective Financial expands with nine new acquisitions
The deals added four new offices in Stockbridge (Hampshire), Uckfield (East Sussex), and Grimsby and Waltham (Lincolnshire).
Kansas wealth manager NoxNumis joins Osaic network
NoxNumis oversees $450m in client assets and is led by partners John Toothaker and Ron Gabel.
Modern Wealth expands in California with two acquisitions
The acquisitions of Wade Financial Advisory and Planned Asset Management will increase Modern Wealth’s AUM to over $7bn.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Yieldstreet to introduce automated private markets investment platform
This platform aims to offer individual investors diversified access to private equity, credit, and real estate aligned with their financial goals.
UK’s FCA proposes overhaul of alternative asset management regime
The proposed changes seek to ease market entry, boost growth, enhance competition, and foster innovation in the sector.
Waverly deepens Florida reach with Fiduciary Wealth Advisors purchase
FWA founder Scott Collins will become a partner and wealth advisor at Waverly Advisors.
Sustainable wealth manager EQ Investors weighs potential sale
John Spiers highlighted AI’s transformative impact and the drawbacks of charity ownership as key reasons for this move.
Wealthtech firm additiv opens new office in Manila, Philippines
The new office will help the company to strengthen its presence in the Asia-Pacific and support financial institutions in their digital transformation.