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Aly Kassim-Lakha
In PWD coverage since October 6, 2026 · 2 stories
PWD coverage
M&A
Aspen Standard Wealth acquires Cullen Investment Group, its fourth deal of 2026
Cullen's Form ADV shows 86% of its $1 billion-plus in regulatory assets belongs to high-net-worth clients, a retail book despite the firm's institutional pitch.