All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
AlTi Global to deploy Nevis AI platform across global adviser base
The system will be used by advisers and support staff to handle meetings, administrative work and other operational tasks.
Corient to acquire Oklahoma RIA Capital Advisors
Capital Advisors offers tailored financial planning, investment oversight and other wealth management services.
Capital Fund Management opens Shanghai office
With two employees at present, the site is being used initially for data and engineering work.
Vestmark unveils AI monitoring tool
The tool runs in the background and reviews portfolio holdings, SEC filings, market developments, and client CRM information.
EFG CEO chosen to lead Swiss Bankers Association
He is due to take over from Marcel Rohner at Swiss Bankers Day on 17 September 2026.
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France’s Groupe Allen buys UK wealth manager Altyx
The deal also includes Altyx Corporate, which advises employers on pensions and staff benefits.
Fried Frank and Kirkland top Q1 2026 M&A legal adviser rankings
Fried, Frank, Harris, Shriver & Jacobson was at the top of the value ranking, having advised on deals worth $168.2bn during the quarter.
Al Ramz sets up new asset management subsidiary
The new company is fully owned by Al Ramz and operates as a regulated asset manager in ADGM.
Franklin Templeton unveils private markets models
The new portfolios are aimed at helping financial advisers add private market assets to client portfolios through a managed portfolio structure.
Conyers Dill & Pearman and CMS lead South and Central America M&A legal advisers ranking in Q1 2026
Conyers Dill & Pearman was at the top of the value table, having worked on transactions worth $6.4bn. CMS was first in the volume ranking with four deals.