All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Julius Baer finance chief to step down
The Swiss bank is working on succession plans and will name a replacement later.
Swiss court drops UBS from Mozambique tuna-bond money-laundering case
The court said UBS could not be held responsible for alleged misconduct connected to events that took place long before the emergency takeover of Credit Suisse.
Bank of Singapore hires Julius Baer exec as ASEAN private banking head
The appointment also fits within OCBC’s corporate strategy, The Next Frontier, including an Asia Shift focused on Asian wealth flows.
Corient to acquire Chicago-based Vivaldi Capital
The firm works with ultra-high-net-worth and high-net-worth individuals and families, offering wealth and investment management solutions.
Vintage Wealth Management takes over FMIFA
After the deal, the merged operation is reported to oversee £2.14bn of client assets.
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Citi sets tougher targets for private bankers – report
The updated measures centre on net revenue and on the amount of client money placed with Citi for investment.
Merit adds $586m in assets with Strategic Retirement Plans
The acquired business retirement income planning and financial advice for clients moving from employment into retirement.
Vontobel to open Düsseldorf branch in 2026
The Düsseldorf location will target family offices and high-net-worth private clients from North Rhine-Westphalia.
Generali Asset Management lines up new CEO
The planned management changes are intended to keep attention on global third-party institutional and pension clients.
TVS Venu Group to acquire PGIM India asset management arm
PGIM India operates as part of PGIM, the investment management arm of the US-based Prudential Financial.