All articles by Satarupa Bhowmik

Arax buys Colorado RIA Cedrus Financial

The deal, whose financial terms remain undisclosed, adds around $1bn in assets to Arax.

UBP registers 15% profit growth in 2024

The bank’s total income for 2024 reached CHF1.34bn, up 9.4% from CHF1.23bn in the prior year.

Carlyle names new head for APAC Global Wealth division

McCarthy will focus on enhancing Carlyle’s wealth platform across Asia Pacific and improving client offerings.

Titan Wealth acquires Jersey advisory firm Advisa

Founded in 1995, Advisa Wealth provides lifestyle planning, investment advice, life protection, and corporate solutions.

OneDigital invests in Canadian wealth manager PWL Capital

PWL will adopt the OneDigital brand while remaining an independent subsidiary under the new partnership.

Bain Capital matches CC Capital’s offer in Insignia pursuit

Revolut rolls out robo-advisory service in Singapore

The service supports investment in diversified portfolios without the need for extensive research or active management.

Constellation invests in Virginia RIA Bogart Wealth

Bogart Wealth plans to use this investment to bolster its client services, technology, hiring, and marketing efforts.

Generali, BPCE announce $1.9tn global asset management JV

The combined entity will have equal ownership, with each party holding 50% and sharing governance and control.

Wealth-tech Envestnet appoints new CEO

Todd takes over from Jim Fox, who has been serving as interim CEO.