All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
AI-driven wealth firm Arca lands $64m investment
The new capital will support efforts to add clients, increase the number of advisers, and further build its platform and brand.
European advisers face ‘management gap’ on clients’ digital assets – Study
The research revealed that a sizeable portion of clients’ digital asset holdings remains outside the advisory process.
Australian Financial Planning Group gets minority investment from Kudu
The funds will be used to back further expansion, including adding advisers and looking at acquisitions.
Financial advisers target asset growth despite market strains: Study
The study found that advisers expect assets under management to rise by 11.9% over the coming year.
US SEC reviews private equity continuation funds – report
SEC is looking at possible conflicts of interest and whether disclosures to investors are adequate and consistent.
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Ovata Capital to wind down as founder and staff join ExodusPoint
The move marks a broader push by the $14.5bn US multistrategy firm into Asian equities trading.
Harbourfront Wealth agrees C$1.775bn investment from Berkshire Partners
Audax Private Equity, the firm’s current capital partner, will retain a sizeable stake in Harbourfront after the transaction is completed.
Investment platform Seccl sets up Irish unit
The step follows demand from existing clients seeking to offer investment services outside the UK, noted Seccl.
Vontobel co-CEO to lead Swiss wealth banks association
Stefan Bollinger, chief executive of Bank Julius Bär & Co, was selected as the group’s next vice-president.
FusionIQ buys wealth technology firm Marstone
Following the deal, both founders of Marstone will take senior roles at FusionIQ.