All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Julius Baer names two new board nominees
The nominees are Caroline Kuhnert as well as Elaine Arden.
RBC Wealth Management appoints chief commercial officer
William Hepburne-Scott will oversee the delivery of the firm’s commercial plans for European Wealth Management.
Nuveen concludes £9.9bn Schroders acquisition
The combined firm has $2.6tn in assets under management, operating in more than 40 markets globally.
BNP Paribas makes Nordic wealth management debut
The bank’s expansion will target ultra-high-net-worth individuals, entrepreneurs and family offices.
US market regulator proposes fund rule reforms and investor exam
Under the draft measures, RIAs would be permitted to receive performance-linked fees tied to capital growth.
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W1M Wealth Management appoints Wenyu Bai as AI head
Wenyu Bai will be responsible for setting W1M’s AI strategy and overseeing the adoption of related technologies across the firm.
Wealth Enhancement agrees to acquire RWA
Based in Boston, Massachusetts, RWA is directed by chief executive and chief economist Michelle Knight.
Waverly Advisors buys Virginia’s Heartwood Wealth
The deal extends Waverly’s operational reach in Virginia and will see Heartwood’s nine-member workforce join the buyer.
Singapore’s MAS commits S$6.5bn to asset managers in equity scheme
The latest group comprises Amundi, Franklin Templeton, HSBC Asset Management, M&G Investments, and Natixis Investment Managers.
Barclays secures FCA nod to provide targeted investor support
The service is scheduled to launch later this year, and the initial focus will be on helping new investors begin investing.