All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Wealth Enhancement expands with acquisition of Arizona RIA
The transaction brings on board a team that includes two advisors and two support staff, managing over $164m in client assets.
SS&C Technologies integrates wealth offerings into single platform
The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.
Former JPMorgan executives set up new wealth manger Alta Vera
Alta Vera caters to a client base comprising affluent individuals, business founders, and institutional entities.
Hoxton Wealth enters Asia with new purchase
The deal will add £225m in assets to Hoxton Wealth’s books, increasing the total to £2.5bn.
Texas judge advances suit against BlackRock, State Street, Vanguard
The lawsuit alleged the asset managers of leveraging their holdings to influence coal companies to cut production by 50% by the year 2030.
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UBS to settle Credit Suisse’s RMBS obligations with $300m payment
The obligations stem from a 2017 agreement related to the bank’s legacy residential mortgage-backed securities business.
Schroders CEO denies family stake sale reports
The speculation emerged in the wake of a challenging period for Schroders, with its shares declining about 40% from their peak in 2021.
Titan Wealth to buy UK’s Finance Shop and FS Wealth Management
Finance Shop is known for its independent advisory services, while FS Wealth Management specialises in discretionary portfolio management.
Evercore to acquire UK advisory firm Robey Warshaw
Set up in 2013, Robey Warshaw has been providing advisory services to some of Europe’s leading multinational companies.
UBS Q2 profit before tax surges 49% to $2.19bn
The net profit attributable to shareholders amounted to $2.39bn, reflecting a 111% increase year-on-year.