All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Rise Growth Partners invests in Florida RIA Cyndeo
Priorities will include expanding advisor recruitment and onboarding in Florida and neighbouring states.
Monte dei Paschi and Mediobanca approve full merger plan
Mediobanca shareholders would receive 2.45 MPS shares for each Mediobanca share offered.
Easterly Asset Management to buy Olstein fund business
The deal outlines plan for Olstein’s mutual funds to be integrated into the Easterly fund structure.
Cresset names Susie Cranston as new CEO
Co-founders Avy Stein and Eric Becker will remain with Cresset as executive co-chairs.
Fidelity, Hamilton Lane invest in Corastone private markets platform
The company’s blockchain network is being used as infrastructure and a data standard for private markets operations.
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Standard Chartered to expand private banking team in Singapore – report
Up to 50 new relationship managers are expected to be hired in Singapore this year, with the bank seeking to attract clients from China.
Carson Group takes over ZeroCelsius Wealth Studio
ZeroCelsius, which manages about $134m in assets, has been led by managing partner and wealth advisor Ross Gott.
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.