All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Clifton Asset Management appoints Edward Ellis as CFO
The new finance chief will be based in London and will also spend time regularly with the finance team in Bristol.
Osiris forays into Guernsey fiduciary market
The new Guernsey operations will deliver trustee services, corporate administration, private client structuring and family office support.
Ravi Malani to head portfolio management services at Sanctum Wealth
Malani has 33 years of experience in investment management, having worked across PMS, direct equities, equity mutual funds and long/short funds.
Switzerland consults on tighter “too-big-to-fail” banking rules
One proposal would introduce a senior managers regime for more complex banks, defined as institutions with at least 250 staff.
Merit buys Southern California wealth manager Bridgeway
Bridgeway manages about $900m in assets overall and is ledby long-time partners Matt Dupon, Sean Montgomery and Scott Miller.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Goldman Sachs to buy ETF manager NEOS in $2.25bn deal
Goldman Sachs said the transaction would add to its range of derivative-based ETF products.
Hightower to acquire Pennsylvania’s Valley Financial Group
The deal forms part of Hightower’s plan to widen the business through established advisory firms.
Doris Meister named CEO of Fiduciary Trust Company
Austin Shapard, who has led the firm for 12 years, will move into an advisory position.
F.N.B. expands family wealth services for UHNW clients
The new structure, operating as F.N.B. Private Family Wealth, is intended to address long-term and multigenerational financial planning needs.
True Potential, Origo collaborate to automate adviser valuation data
Through the Origo Integration Hub, daily valuations from a range of providers can be supplied in a single location.