All articles by Vidhya Edwards Munnangi

Vidhya Edwards Munnangi

WisdomTree to acquire London’s Atlantic House for $200m 

WisdomTree aims to increase its presence in the UK and add new capabilities in investment, ETFs and derivatives.  

River Global to sell asset management arm to Liontrust

Upon deal completion, River Global’s fund management operations are set to become part of Liontrust’s wider range of offerings.

Julius Baer announces board overhaul 

The wealth manager revealed plans to nominate Urban Angehrn and Colin Bell as new members of the Board at the 2026 AGM.  

Perpetual agrees to sell wealth management unit to Bain Capital 

Proceeds from the sale will be used by Perpetual to reduce its debt and fund growth in its Asset Management business. 

Adrish Ghosh named Barclays Private Bank India head 

Ghosh had been serving in the interim role since August last year, following the departure of Nitin Singh.  

Merit Financial Advisors buys Yeomans Consulting Group 

The purchase of Yeomans Consulting Group adds around $434m in assets to Merit’s books. 

Rise Growth Partners invests in Florida RIA Cyndeo

Priorities will include expanding advisor recruitment and onboarding in Florida and neighbouring states.

Monte dei Paschi and Mediobanca approve full merger plan

Mediobanca shareholders would receive 2.45 MPS shares for each Mediobanca share offered.

Easterly Asset Management to buy Olstein fund business

The deal outlines plan for Olstein’s mutual funds to be integrated into the Easterly fund structure.

Cresset names Susie Cranston as new CEO

Co-founders Avy Stein and Eric Becker will remain with Cresset as executive co-chairs.