All articles by Shivam Mishra
Shivam Mishra
Robertson Stephens launches family office for ultra-high-net-worth clients
This initiative targets clients who have outgrown a multi-family office platform but are not yet ready for a single-family office environment.
PAG exploring options for majority stake in Nuvama Wealth Management
PAG, backed by Blackstone, is working with financial advisers to conduct a strategic review and evaluate possible outcomes.
Elevation Point acquires minority stake in Triton Wealth
The firm, which manages over $225m in assets, caters to business owners, professionals, and retirees, offering services from high-net-worth to mass affluent clients.
IDB Bank appoints new New York private banking and wealth management head
Christian Rocchio will focus on driving strategic growth, enhancing client success, and expanding IDB’s wealth management services.
HSBC investment bank job cuts to start in Asia next week-report
The redundancies will be staggered over several weeks and months, based on performance and to streamline operations.
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Nuveen reportedly mulling stake sale in $78bn private-capital unit
This unit, which includes Churchill Asset Management and Arcmont Asset Management, manages $78bn.
Goldman Sachs and Houlihan Lokey lead in global M&A financial advisory for Q1-Q3 2024
Goldman Sachs secured the top spot in the value rankings by advising on deals worth $308.8bn.
Kirkland & Ellis leads global M&A legal advisory in Q1-Q3 2024
Kirkland & Ellis advised on a total of 423 deals, which cumulatively are valued at an $310.5bn.
B. Riley to divest Great American unit to Oaktree Capital for $386m
The division being sold comprises the appraisal and valuation services, retail, wholesale & industrial solutions, and real estate advisory businesses.
HSBC launches review of China digital wealth business Pinnacle
This scrutiny could potentially lead to layoffs and represents a shift from the bank’s previous growth plans for the unit.