All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Lunate and Brevan Howard to set up $2bn investment platform in Abu Dhabi
Lunate will acquire a minority ownership stake in Brevan Howard, marking its expansion into hedge funds.
Carlyle to buy intelliflo from Invesco in deal worth up to $200m
intelliflo is a UK-based provider of cloud-based practice management software for independent financial advisors.
Mizuho, MUFG eye global market via overseas deals – report
The move is aimed at capturing a larger slice of the global investing market, with a particular focus on private assets in Europe and the US.
AllianceBernstein appoints new CEO for Asia Pacific
The leadership transition comes as Ajai Kaul, the current CEO for Asia Pacific, prepares for retirement at the end of 2025.
HSBC Swiss Private Bank cuts ties with middle eastern clients amid scrutiny
The action particularly targets clients with assets above $100m, who are deemed high-risk by the bank’s internal assessments.
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Mediobanca shareholders reject $7bn bid for Banca Generali
The acquisition was intended as a move to counter an unsolicited €13.3bn bid from Monte dei Paschi di Siena (MPS) to purchase Mediobanca.
Canaccord Genuity to fully acquire Wilsons Advisory in Australia
For the fiscal year ending 30 June, Wilsons reported net revenue of A$81m ($52m) and managed A$16.7bn in assets under advice.
Aberdeen Group to divest financial planning arm to Ascot Lloyd
The transaction does not encompass the entirety of Aberdeen Financial Planning’s operations.
Sequoia Financial to buy wealth manager The Martin Worley Group
The acquired company managed assets worth $430m as of 30 June 2025.
Merit Financial Advisors buys Texas-based Global Wealth Advisors
The merger brings an additional $860m in client assets under Merit’s management.