All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Bixby Wealth takes minority stake in F.L.Putnam
FLP will keep operating as a separate business and remain under its current management, headed by CEO Tom Manning.
Bank of Singapore uses agentic AI to speed up wealth client onboarding
The system, called HELIOS, is designed to simplify due diligence work and preparation of credit risk profiles for new clients.
Dubai DET partners with Julius Baer to support global investors
The partners will create formal routes for affluent clients under the Dubai Economic Agenda, D33.
Swiss court fines Lombard Odier in money laundering case
Lombard Odier released a statement, saying it “disagrees” with the ruling and plans to appeal.
Revolut opens access to private market funds
The offering gives individual investors access to assets across private equity, private credit and private infrastructure.
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Vontobel’s H1 profit jumps 87% as efficiency gains strengthen results
Assets under management stood at SFr252.2bn at 30 June 2026, up 5%.
Lazard net income plunges 91% over “elevated tax rate” in Q2 2026
Average assets under management were $279bn in the second quarter of 2026, 17% above the level of the second quarter of 2025.
Indian securities regulator may let portfolio managers invest abroad
SEBI has also suggested permitting 10% of client money to be allocated to unlisted debt, an area that is currently barred.
Indonesia’s Danantara to take control of four state-owned fund managers
Taken together, the four companies managed AUM of more than Rp170tn ($9.5bn) as of June 2026.
Advyzon debuts native AI system for advisers
The product is built with access to client relationships, workflow records, permissions and governance.