All articles by Satarupa Bhowmik
Satarupa Bhowmik
Alvarez & Marsal launches RIA for ultra-HNW clients
AMPWP will offer investment advice, wealth planning, as well as family office services.
Goldman Sachs, GeoWealth team up to enhance HNW investor options
Goldman Sachs will create open-architecture custom models that embody the RIAs’ investment perspectives and choices.
CogniCor expands Wealth Co-Pilot platform
Insight Engine allows users to leverage all of the platform’s data to provide tailored financial solutions on a large scale.
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.
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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.