All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
JPMorgan abandons proxy advisers and turns to AI
The decision applies immediately and comes as regulatory scrutiny increases around the proxy advisory sector.
Mercer expands in US with purchase of two wealth management firms
The two wealth managers are Poterack Capital Advisory (PCA) and Long Run Wealth Advisors.
EP Wealth adds Capital Insight Partners to network
Established in 2008, CIP provides wealth management services for both private clients and employer-sponsored retirement plans.
Apella acquires PBMares Wealth Management
PBMares Wealth Management is an independent registered investment advisory firm, with a focus on “personalised” financial advice.
Standard Chartered strengthens global CIO team with key hires
Sundeep Gantori joined as CIO for equities and Jonathan Liang was named CIO for fixed income & FX.
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SBI Funds Management engages nine banks for $1.4bn IPO – report
The formalisation of the appointments is expected soon, with estimates suggesting the company’s valuation may reach about $14bn.
Commerce Bancshares concludes acquisition of FineMark
Upon the merger, Commerce Bancshares reported total assets of around $36bn and assets under administration of $90bn.
SMBC raises stake in Philippines-based RCBC to 24.46%
The stake increase is part of SMBC’s multi-franchise strategy, which is centred on growth opportunities across Asian markets.
Invesco teams up with LGT Capital to roll out private markets solutions
This collaboration seeks to facilitate access to private markets through portfolio offerings and investor education initiatives.
Mitsui Sumitomo acquires 12.5% stake in W. R. Berkley
This move follows the Japanese company’s agreements with the Berkley Family, which includes a company and trusts owned by Berkley family members.