All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Söderberg & Partners takes stake in three UK adviser firms
The three firms are MoneyWeb Financial Advisers, Oakwood Asset Management and Liberty Partnership.
Amundi, KKR, Temasek vie for stake in UOB asset unit – report
Those close to the talks say proposals have been submitted as part of UOB’s review of options for its asset management business.
AllianzGI names Julie Koo as Asia Pacific distribution head
In this role, Koo will oversee the development of AllianzGI’s business in the Asia Pacific region.
Emigrant to acquire majority of Fortis Management Group
Fortis will anchor Emigrant’s new unit offering specialised non-investment family office services to wealthy clients.
Morgan Stanley to cut 2,500 jobs amid strategic shift – report
The layoffs will impact the investment banking and trading, wealth management, and investment management divisions.
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Aspen Standard Wealth adds $1bn in assets with BlueSky purchase
BlueSky, established in 1999, specialises in investment management and financial planning.
JPMorgan appoints Stephanie Davis to lead private wealth alternatives
Sean Flynn has also been appointed as Private Wealth Alternatives National Manager.
7IM combines private client arm with Amicus Wealth
The merger comes after 7IM acquired UK-based Amicus Wealth in December 2023.
EFG Luxembourg offices raided over money laundering suspicion
The probe is focused on suspected money laundering activities and failures in anti-terrorism financing controls.
China greenlights cross-border funds for Fidelity and JPMorgan AM – report
The approvals from the securities regulator came as China’s central bank implemented measures aimed at curbing the yuan’s appreciation.