All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Barclays and Houlihan Lokey top Q1 2026 financial services M&A adviser rankings
Barclays advised on transactions worth $31.4bn in the quarter. Houlihan Lokey worked on 15 deals, the highest volume among advisers in the sector.
Iress teams up with Thoughtworks on wealth tech
Thoughtworks will contribute work in technology advisory, engineering, cloud and AI as Iress moves to reshape wealth platform.
MCF buys Kentucky wealth manager Hoff Bujnoch & Associates
The purchase increases MCF’s footprint in Northern Kentucky and broadens its financial planning and wealth management operations.
Citigroup targets more than $700bn in prime brokerage balances by 2028
Citigroup said the business was one of its investment priorities, with spending aimed at expanding coverage, capacity and analytics.
UOB targets doubling wealth income by 2030
The near-term priorities are to lift assets under management and raise the share of invested assets under management.
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UBS chief eyes US growth amid capital debate
“I’m focused on one option, making UBS strong out of Switzerland,” Ermotti said, adding that the bank has a fiduciary duty to be ready for any scenario.
Morgan Stanley names France investment banking co-heads
The bank appointed Alexandre Bartolin and Frederic Proust as co-heads of investment banking in France.
Anthropic targets financial services with new AI agents
The company is launching ten agents designed to automate routine financial tasks, including preparing pitchbooks.
Deutsche Bank denies training former trader in market manipulation
James Vorley says he was directed by more senior employees to trade in a way that later left him exposed to criminal action in the US.
Goldman Sachs adds members to management committee
Stephan Feldgoise and Joshua Schiffrin will join the management committee, while Ericka Leslie has been named chief administrative officer.