All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
EFG International AUM reaches SFr196.3bn in H1 2026
The first-half movement was primarily the result of organic net inflows, alongside supportive markets and currency movements.
Fidelis Capital names Herb Achey as partner
Achey joins after a 30-year career at U.S. Trust / Bank of America Private Bank.
CIMB unveils private wealth proposition for ASEAN clients
As per The Business Times, the group intends to roll out the private wealth business in Singapore and Thailand before year-end.
Julius Baer first half profit more than doubles on strong inflows
The Swiss wealth manager reported IFRS net profit of SFr673m ($831.2m) for the six months to June 2026.
Wealthtech Veriqus secures over $40m in funding
The company serves high net worth individuals, family offices, entrepreneurs and institutional clients.
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Australia’s Perpetual turns down updated EQT offer
The updated offer is 2% above EQT’s earlier indicative and non-binding offer of A$21.64 a share.
Temenos finalises purchase of wealth platform additiv
Additiv will continue to operate on a stand-alone basis under its founder-led management team.
Moneysupermarket introduces investment platform
The platform will offer 40 mutual funds and ETFs, including Vanguard LifeStrategy products, and AI and robotics ETFs.
AngelList buys private markets software provider Ark PES
Ark works with more than 500 general partners and fund administrators in venture capital and private equity.
State Street reports 56% growth in second quarter profit
Investment management assets under management reached a record $6.3tn, rising 23%.