All articles by Vidya Sagar Maddela
Carta acquires Sirvatus to enhance private credit fund operations
Carta becomes the first fully integrated platform, offering fund administration, loan operations, and investor reporting in a single solution.
Merit Financial Advisors acquires Obsidian Planning Solutions
The acquisition would bolster Merit’s expertise in business succession planning and enhance Obsidian’s operational scale.
Universal Investment opens new office in Singapore
The Singapore office will help clients in pursuing international growth, particularly in the region’s real estate market.
BNP Paribas closes acquisition of HSBC’s operations in Germany
The acquisition is expected to strengthen BNP Paribas Wealth Management’s position in the European market.
Schroders and Lloyds to end wealth management partnership-report
The decision follows the unit’s failure to meet growth targets.
Visa to launch stablecoin pilot for faster cross-border payments
Visa will partner with select participants who meet the criteria, with the aim to expand the pilot programme by 2026.
US Bank appoints new president of Affluent Wealth Management
In the new capacity, Jodi Rolland will also serve as CEO for USBI and USBA.
Corpay, Mastercard expand payment services to new markets
The partnership leverages Mastercard Move’s network to provide faster cross-border payments.
Abound Credit Union taps Jack Henry for its Symitar core platform
The partnership with Jack Henry is part of the credit union’s strategy to modernise its services and appeal to younger generations.
Aldisyn Investments unveils AURIX AI 4.0 for intelligent investing
The AURIX AI 4.0 investment system, catering to both individual and institutional investors, is set to revolutionise asset and risk management.