All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Australian Financial Planning Group gets minority investment from Kudu
The funds will be used to back further expansion, including adding advisers and looking at acquisitions.
Financial advisers target asset growth despite market strains: Study
The study found that advisers expect assets under management to rise by 11.9% over the coming year.
US SEC reviews private equity continuation funds – report
SEC is looking at possible conflicts of interest and whether disclosures to investors are adequate and consistent.
Ovata Capital to wind down as founder and staff join ExodusPoint
The move marks a broader push by the $14.5bn US multistrategy firm into Asian equities trading.
Harbourfront Wealth agrees C$1.775bn investment from Berkshire Partners
Audax Private Equity, the firm’s current capital partner, will retain a sizeable stake in Harbourfront after the transaction is completed.
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Investment platform Seccl sets up Irish unit
The step follows demand from existing clients seeking to offer investment services outside the UK, noted Seccl.
Vontobel co-CEO to lead Swiss wealth banks association
Stefan Bollinger, chief executive of Bank Julius Bär & Co, was selected as the group’s next vice-president.
FusionIQ buys wealth technology firm Marstone
Following the deal, both founders of Marstone will take senior roles at FusionIQ.
OCBC to double wealth advisers in Indonesia after HSBC deal – report
The number of relationship managers will reach 400 by the end of 2026, through new recruitment and internal redeployments.
PAG weighs restart on Nuvama Wealth stake sale – report
Recent shareholding disclosures show PAG owns 54.13% of Nuvama Wealth Management.