All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
The Wealth Company introduces GIFT City fund of fund for NRIs
The fund can allocate across equity-focused schemes, gold and silver ETFs, index-based strategies and SIFs, among others.
Citigroup names Adam Clark wealth planning head
Clark is due to move from JP Morgan, where he has held the position of global head of trusts and estates since 2016.
IOL Privé wealth platform debuts in Uruguay with DriveWealth tech
The service uses DriveWealth’s brokerage infrastructure to offer wealth advisory support.
Clifton Asset Management appoints Edward Ellis as CFO
The new finance chief will be based in London and will also spend time regularly with the finance team in Bristol.
Osiris forays into Guernsey fiduciary market
The new Guernsey operations will deliver trustee services, corporate administration, private client structuring and family office support.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Ravi Malani to head portfolio management services at Sanctum Wealth
Malani has 33 years of experience in investment management, having worked across PMS, direct equities, equity mutual funds and long/short funds.
Switzerland consults on tighter “too-big-to-fail” banking rules
One proposal would introduce a senior managers regime for more complex banks, defined as institutions with at least 250 staff.
Merit buys Southern California wealth manager Bridgeway
Bridgeway manages about $900m in assets overall and is ledby long-time partners Matt Dupon, Sean Montgomery and Scott Miller.
Goldman Sachs to buy ETF manager NEOS in $2.25bn deal
Goldman Sachs said the transaction would add to its range of derivative-based ETF products.
Hightower to acquire Pennsylvania’s Valley Financial Group
The deal forms part of Hightower’s plan to widen the business through established advisory firms.