All articles by Satarupa Bhowmik
Satarupa Bhowmik
Danske Bank adopts BlackRock’s Aladdin Wealth platform
The Aladdin Wealth platform integrates portfolio management with data and risk analytics to streamline investment management.
JP Morgan expands Morgan Private Advisory arm
The private advisory team now offers specialised services in tax strategy, philanthropy, trust and estate analysis.
Wealth-tech OneVest raises $20m in Series B financing
OneVest aims to expand into alternative investments, providing enterprises with tools to diversify client portfolios in a volatile market.
Sequoia Financial to buy Minnesota wealth manager Carlson Capital
Carlson Capital provides integrated wealth management to about 1,300 clients, mainly in the Minneapolis-St. Paul area.
Mediobanca turns down Monte dei Paschi’s $14bn buyout offer
The board is concerned that the MPS offer could undermine Mediobanca’s identity and business profile.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Wealth Partners Capital Group, HGGC invest in The Wealth Alliance
The collaboration includes a minority equity investment in The Wealth Alliance to strengthen its platform.
Mission Wealth acquires Houston advisory firm Logic Capital
Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.
360 One WAM enters deal to buy India’s Batlivala & Karani Securities
The move is expected to enhance 360 One WAM’s broking platforms across UHNI, HNI, retail, and institutional segments.
Julius Baer chairman to step down
The board has already started a search for external candidates for the chair position, which is expected to conclude soon.
Arax buys Colorado RIA Cedrus Financial
The deal, whose financial terms remain undisclosed, adds around $1bn in assets to Arax.