All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Barclays names Mike Joo and Adeel Khan investment bank co-CEOs
Joo will join from Bank of America, while Khan oversees Barclays’ global markets business and is co-head of investment bank.
MAI Capital buys Atlanta RIA Waypoint Wealth Counsel
Waypoint manages about $490m in assets and works with more than 100 client households.
Maridea expands Chicago footprint with Park Ridge Financial purchase
Park Ridge Financial is known for offering financial planning services, covering investment management, and retirement planning.
The Wealth Company introduces GIFT City fund of fund for NRIs
The fund can allocate across equity-focused schemes, gold and silver ETFs, index-based strategies and SIFs, among others.
Citigroup names Adam Clark wealth planning head
Clark is due to move from JP Morgan, where he has held the position of global head of trusts and estates since 2016.
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IOL Privé wealth platform debuts in Uruguay with DriveWealth tech
The service uses DriveWealth’s brokerage infrastructure to offer wealth advisory support.
Clifton Asset Management appoints Edward Ellis as CFO
The new finance chief will be based in London and will also spend time regularly with the finance team in Bristol.
Osiris forays into Guernsey fiduciary market
The new Guernsey operations will deliver trustee services, corporate administration, private client structuring and family office support.
Ravi Malani to head portfolio management services at Sanctum Wealth
Malani has 33 years of experience in investment management, having worked across PMS, direct equities, equity mutual funds and long/short funds.
Switzerland consults on tighter “too-big-to-fail” banking rules
One proposal would introduce a senior managers regime for more complex banks, defined as institutions with at least 250 staff.