All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Wellesley Asset Management acquires Halbert Wealth in US
The transaction extends Wellesley’s geographic reach into the Austin market.
UBS settles French tax case with €835m
The Swiss banking giant was accused of helping clients evade taxes by offering services to conceal assets.
JPMorgan expands mid-cap investment banking team with three hires
Rohan Juneja, Ryan Lake and Lauren Vitale will join a unit comprising more than 250 bankers.
WH Ireland agrees sale of Wealth Management business to Oberon
The transaction comes after WH Ireland sold its Capital Markets division in July.
Generali, BPCE drop break-up fee in asset management deal- report
This move comes amid uncertainty over the deal’s completion, with opposition from key Generali shareholders and concerns from the Italian government.
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FE fundinfo buys Luxembourg regulatory reporting firm AlphaOmega
The deal is expected to roughly double FE fundinfo’s presence in the country, making it its second-largest office by size.
Mercado Pago to acquire Nikos DTVM in Brazil – report
Nikos DTVM is a securities distribution firm that specialises in the investment-as-a-service model and authorised by the Central Bank.
FNZ, AJ Bell extend long-term technology partnership
FNZ’s technology supports essential functions such as market connectivity, trading, settlement, custody, and the management of books and records.
BlackRock expands executive committee with 20 leaders – report
These adjustments are made as BlackRock seeks to increase its market value over the next five years.
HSBC Private Bank unveils new AI-driven platform
The platform is specifically designed for teams that interact with clients, as well as for investment advisors and product experts.