All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Raymond James to acquire Clark Capital Management
Clark Capital offers a range of investment solutions including multi-asset-class portfolios, proprietary model portfolios, and mutual funds.
BlackRock to trim around 1% of global headcount – report
The announcement comes as part of the firm’s customary review intended to enhance operational efficiency.
UBS CEO Sergio Ermotti expected to step down in 2027 – report
Ermotti is anticipated to exit after completing the integration work between the two banking institutions.
HSBC sets up asset management operation in UAE
The new funds are managed from within the UAE by HSBC Asset Management, which has more than 600 investment professionals.
Kotak, Federal Bank lead bids for Deutsche Bank’s India retail portfolio – report
The assets on offer are understood to have a book size of at least $2.5bn.
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PGIM considers divesting Indian asset management unit – report
The sources said that PGIM has appointed EY to provide advisory services for the potential sale of PGIM India Asset Management.
Aurum Capital unveils AI-driven quantitative wealth advisory platform
The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.
The Mather Group announces partnership with Hogan-Knotts
Founded in 1979, The Hogan-Knotts Financial Group delivers financial planning, investment management, and advisory services.
Cerity Partners merges with SOL Capital Management
The deal will see SOL Capital adopt the Cerity Partners name going forward.
Apex and Allfunds partner on offshore investment access
The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.