All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Emigrant to acquire majority of Fortis Management Group
Fortis will anchor Emigrant’s new unit offering specialised non-investment family office services to wealthy clients.
Morgan Stanley to cut 2,500 jobs amid strategic shift – report
The layoffs will impact the investment banking and trading, wealth management, and investment management divisions.
Aspen Standard Wealth adds $1bn in assets with BlueSky purchase
BlueSky, established in 1999, specialises in investment management and financial planning.
JPMorgan appoints Stephanie Davis to lead private wealth alternatives
Sean Flynn has also been appointed as Private Wealth Alternatives National Manager.
7IM combines private client arm with Amicus Wealth
The merger comes after 7IM acquired UK-based Amicus Wealth in December 2023.
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EFG Luxembourg offices raided over money laundering suspicion
The probe is focused on suspected money laundering activities and failures in anti-terrorism financing controls.
China greenlights cross-border funds for Fidelity and JPMorgan AM – report
The approvals from the securities regulator came as China’s central bank implemented measures aimed at curbing the yuan’s appreciation.
Victory Capital makes bid for Janus Henderson to outstrip Trian deal
Late last year, Trian and General Catalyst agreed to buy Janus Henderson at $49 per share.
Oaktree considers sale or IPO of Utmost Group – report
Oaktree is nearing the appointment of advisers to oversee the process.
UBS names Lisa Golia as head of US wealth adviser team – report
Golia steps into this role after two years as chief operating officer for the division.