All articles by Satarupa Bhowmik
Satarupa Bhowmik
Swiss Life acquires ZWEI Wealth to enhance HNWI services
The acquisition supports Swiss Life’s strategy to expand private client investments by 2027.
Hightower Advisors appoints new CEO
Restieri, also joining the board of directors, will take on the new responsibilities in spring 2025.
Merit expands in Pennsylvania with Hershey Wealth acquisition
The acquisition adds $233m to Merit’s assets and expands its presence in the state.
Bluespring Wealth buys Kentucky’s Reliant Wealth Planning
The acquisition adds over $560m in assets under management to Bluespring’s portfolio.
Aument Capital gets FSRA’s in-principle nod for Category 4 licence
The move empowers the firm to address specific financial needs of entrepreneurial families and global wealth creators in UAE.
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Prime Capital expands in US with Sugarloaf Wealth
Sugarloaf gains access to Prime Capital’s platform and expertise, to boost client experience and support personalised service.
J.C. Flowers invests in Canada’s Infinite Investment Systems
The company will utilise the capital to expand its product line-up, improve its services, as well as deepen its footprint.
US President Trump plans to end “carried interest” tax loophole
Trump is revisiting his unsuccessful 2017 bid to end the special tax treatment for PE and hedge fund financiers.
RISR, Wealthcare Capital Management partner to boost client service
The partnership with RISR enables Wealthcare to provide its more than 170 affiliated advisors with the capability to improve client engagement and optimise operations.
Morgan Creek Digital spearheads investment boost for Hex Trust
This round, which also saw participation from global investors, has brought Hex Trust’s total funding so far to over $100m.