All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Iron North Private Wealth introduces new advisory business
The business will offer services including financial and retirement planning, investment management, tax planning and business exit planning.
Blackstone and Goldman back Anthropic’s $1.5bn AI joint venture
The move is aimed at introducing its AI tools across a wide range of portfolio companies.
OCBC to acquire HSBC Indonesia retail and wealth units
OCBC Indonesia expects its assets under management to rise by 25%, while credit card balances are projected to increase by more than 150%.
WisdomTree closes £150m purchase of Atlantic House
The acquisition supports WisdomTree’s plan to broaden its presence in areas of asset and wealth management.
Lazard profit soars 67% in Q1 2026 on asset management growth
As of 31 March 2026, the company’s assets under management were $259bn, up 14% from last year and 2% from previous quarter.
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Ex-Julius Baer India chief establishes new wealth venture
Veriqus Partners is in late-stage talks with a major private equity firm, an Indian business family and a senior corporate executive for funding.
iCapital taps Anthropic for AI client tools
iCapital plans to apply Claude’s reasoning and interpretability in a compliance-first environment.
MUFG leads APAC M&A adviser table in Q1 2026
Figures from GlobalData’s Financial Deals Database showed the firm worked on 12 transactions with a combined value of $36.7bn.
TriLegal and Cyril Amarchand Mangaldas lead APAC M&A legal advisers in Q1 2026
TriLegal was the highest-placed firm by value, having worked on transactions worth $7.6bn.
UBS Q1 2026 profit soars 80% on broad-based growth
Global wealth management invested assets fell by $85bn to $4.66tn.