All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Julius Baer introduces model portfolios for UK advisers
The offering consists of two types of portfolios: “active” and “passive+”.
AI wealth tech firm Sherpas raises funds in seed round
Sherpas technology was recently tested within large advisory organisations.
BIP Wealth secures investment from Constellation Wealth Capital
The investment is intended to assist BIP Wealth in expanding both its organic and inorganic growth efforts.
Pictet to administer Pareto’s Luxembourg UCITS fund
The Pareto SICAV umbrella includes four subfunds, holding a combined €3.2bn in assets.
LLB Group sees asset growth despite flat profit in 2025
The rise in operating income was largely due to the acquisition and integration of the former ZKB Österreich.
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Lombard Odier net profit increases 12% in 2025
Assets under management stood at SFr 223bn at the end of December, up from SFr 215bn the year before.
Citi Wealth appoints Chad Reddy to lead western US market
In this position, Reddy will be responsible for overseeing the bank’s operations in the Western US.
EFG profit edges up in 2025 despite litigation headwinds
The firm’s assets under management (AuM) reached SFr185bn at the end of 2025, up 12% compared to the end of 2024.
Centralis Group buys US-based PINE Advisor Solutions
The deal enhances Centralis’ expertise in regulatory compliance and fund services.
Monte dei Paschi board greenlights Mediobanca merger and delisting plan
This move will end Mediobanca’s presence as an independent listed company, concluding its role as a major banking institution in Italy.