All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Schroders wealth chief weighs acquisitions – report
Any deal would be intended to expand the group’s position in the high-net-worth segment in the UK and overseas.
Ogier Global appoints new director for Jersey private wealth team
In the new position, Murray will work with clients, intermediaries and colleagues across the firm’s international network.
Citi Private Bank hires ex-Bank of America executive Teresa Radzinski
Radzinski will work with individuals and family offices with balance sheets above $500m.
Modern Wealth adds $710m in AUM with Sanchez Wealth purchase
Sanchez Wealth was established by Christen (Chris) Sanchez and has operated for more than 25 years.
UBS to shutter China fund sales arm – report
UBS set up the Shenzhen unit in late 2022 and aimed it at wealthy Chinese clients through the digital wealth platform WE.UBS.
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Savvy Wealth secures $100m in Series C financing
Proceeds will be used for expanding Savvy Intelligence into more parts of an advisor’s daily work and recruiting technical staff.
Google, Y Combinator back Aqua’s alts platform launch
The capital will go towards faster business and product development, growth in its engineering and partnership teams.
Danske Bank unveils new wealth advisory platform
The platform will support data-based oversight of client portfolios and broader use of stress testing and scenario analysis.
Goldman Sachs, IG Wealth tie up on Canadian wealth portfolios
The alliance links IG’s financial planning operations with Goldman Sachs Asset Management’s investment management capabilities.
DWS Group to rebrand as Deutsche Asset Management in global identity shift
The change is meant to underline its positioning for investors using Europe as an entry point.