All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
The Mather Group announces partnership with Hogan-Knotts
Founded in 1979, The Hogan-Knotts Financial Group delivers financial planning, investment management, and advisory services.
Cerity Partners merges with SOL Capital Management
The deal will see SOL Capital adopt the Cerity Partners name going forward.
Apex and Allfunds partner on offshore investment access
The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.
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.
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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.
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.