All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Cerity to merge with New York financial advisory firm Graypoint
Graypoint’s clientele includes high-net-worth and ultra-high-net-worth individuals and institutions.
J O Hambro Capital Management hires new CEO
Street has formerly worked at State Street Global Advisors, J.P. Morgan, and PwC, among others.
BlackRock to manage around $80bn in wealth assets for Citi
The banking giant joined forces with BlackRock to introduce ‘Citi Portfolio Solutions powered by BlackRock’.
Goldman Sachs to invest up to $1bn in T. Rowe Price
The firms will collaborate to provide a suite of investment solutions for the retirement and wealth sectors.
JPMorgan names new continental Europe head for private bank
Simultaneously, Pietro Sala has been appointed as the market manager for JPMorgan Private Bank in Italy and Greece.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Aon seals $2.7bn deal to offload majority of NFP’s wealth business
The sale encompasses Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, and related platforms.
LLB refers clients to Rothschild after UAE exit
Rothschild will assume control of LLB’s Dubai office, with approximately 20 LLB employees transitioning to Rothschild.
Corient agrees to buy UK’s Stonehage Fleming and Stanhope Capital
The combined group will manage around $430bn in client’s assets for ultra-high-net-worth wealth families and institutions.
Indosuez Wealth Management wraps up Banque Thaler acquisition
The legal integration of Banque Thaler into Indosuez is projected to conclude by the end of 2025.
DIFC Courts opens Mediation Service Centre and notary service
The Mediation Service Centre provides dispute resolution with assistance from registered mediators, while Notary Service attests legal documents in English.