All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Eagle Point Securities oversees $2bn funds as sole dealer manager
The investment strategies include portfolio debt securities, regulatory capital relief transactions and collateralised loan obligation securities.
FCA to streamline sustainability reporting for asset managers
The regulator has updated its sustainability reporting requirements webpage, offering guidance on efficient reporting under both TCFD and SDR rules.
Goldman Sachs’ Erich Bluhm to retire – report
Bluhm has been a key figure in the bank’s Americas equity capital markets coverage for financial institutions.
Citigroup names new co-head of mergers and acquisitions from JPMorgan
Guillermo Baygual will work alongside Drago Rajkovic, another ex-JPMorgan executive who joined Citigroup in June, an internal memo said.
Vanguard reaches settlement in lawsuit over investor tax bills – report
This legal action originated from a shift by Vanguard in December 2020, lowering the minimum investment threshold for its institutional clients.
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Octopus Money to acquire Virgin Money’s investment business
The deal will add 150,000 customers and strengthen Octopus Money’s position as a direct-to-consumer investing platform.
Generali to review Mediobanca’s €6.3bn bid for Banca Generali
Mediobanca has scheduled a shareholder vote on its Banca Generali takeover bid for 21 August.
Wealth Enhancement expands with acquisition of Arizona RIA
The transaction brings on board a team that includes two advisors and two support staff, managing over $164m in client assets.
SS&C Technologies integrates wealth offerings into single platform
The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.
Former JPMorgan executives set up new wealth manger Alta Vera
Alta Vera caters to a client base comprising affluent individuals, business founders, and institutional entities.