All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
JPMorgan AWM operations head Julie Harris to retire in 2027 – report
Fred Crosnier willtake over leadership of AWM operations from 1 Januaryand report to AWM CEO Mary Callahan Erdoes.
Godrej Wealth plans India asset management entry next year
The wealth business already has a portfolio management services licence and runs a Category II alternative investment fund.
Asset manager Mirova reshapes executive team
The new executive committee combines leaders from investment, business development, strategy, transformation and corporate roles.
Amundi picks 9.9% stake in asset manager ICG
Amundi will serve as the sole global distributor in the wealth channel for ICG’s evergreen products and certain other offerings.
Apex Fintech, FusionIQ enter digital wealth alliance
The alliance combines Apex’s clearing, custody and brokerage infrastructure with FusionIQ’s end-to-end digital wealth platform.
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CA next bank deploys Avaloq’s new mobile banking app
It gives CA more scope to widen digital self-service functions and launch later changes at faster pace as customer needs shift.
ABG Sundal Collier and Nordnet form private banking joint venture
The venture will combine ABGSC’s advisory work and discretionary portfolio management with Nordnet’s digital investment platform.
AlphaCore launches family office affiliate via Streamline acquisition
The new unit will function as a separate affiliated business focused on non-advisory family office work.
Apella buys South Carolina RIA Morris Financial Concepts
The transaction brings about $544m in assets under management to Apella and broadens its presence in the southeastern US.
HSBC brings Access platform to Singapore UHNW clients
Through the platform, qualifying clients can take part in opportunities linked to high-growth innovation businesses.