All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Kotak, Federal Bank lead bids for Deutsche Bank’s India retail portfolio – report
The assets on offer are understood to have a book size of at least $2.5bn.
PGIM considers divesting Indian asset management unit – report
The sources said that PGIM has appointed EY to provide advisory services for the potential sale of PGIM India Asset Management.
Aurum Capital unveils AI-driven quantitative wealth advisory platform
The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.
The Mather Group announces partnership with Hogan-Knotts
Founded in 1979, The Hogan-Knotts Financial Group delivers financial planning, investment management, and advisory services.
Cerity Partners merges with SOL Capital Management
The deal will see SOL Capital adopt the Cerity Partners name going forward.
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Apex and Allfunds partner on offshore investment access
The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.
JPMorgan abandons proxy advisers and turns to AI
The decision applies immediately and comes as regulatory scrutiny increases around the proxy advisory sector.
Mercer expands in US with purchase of two wealth management firms
The two wealth managers are Poterack Capital Advisory (PCA) and Long Run Wealth Advisors.
EP Wealth adds Capital Insight Partners to network
Established in 2008, CIP provides wealth management services for both private clients and employer-sponsored retirement plans.
Apella acquires PBMares Wealth Management
PBMares Wealth Management is an independent registered investment advisory firm, with a focus on “personalised” financial advice.