All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
7IM combines private client arm with Amicus Wealth
The merger comes after 7IM acquired UK-based Amicus Wealth in December 2023.
EFG Luxembourg offices raided over money laundering suspicion
The probe is focused on suspected money laundering activities and failures in anti-terrorism financing controls.
China greenlights cross-border funds for Fidelity and JPMorgan AM – report
The approvals from the securities regulator came as China’s central bank implemented measures aimed at curbing the yuan’s appreciation.
Victory Capital makes bid for Janus Henderson to outstrip Trian deal
Late last year, Trian and General Catalyst agreed to buy Janus Henderson at $49 per share.
Oaktree considers sale or IPO of Utmost Group – report
Oaktree is nearing the appointment of advisers to oversee the process.
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UBS names Lisa Golia as head of US wealth adviser team – report
Golia steps into this role after two years as chief operating officer for the division.
One River to acquire team and IP from LGT Capital quant unit
The acquired business will become a fully owned subsidiary of One River and trade as One River Switzerland.
Brooks Macdonald eyes potential M&A despite profit dip in first half
Total funds under management and advice grew to £20.1bn, up from £19.1bn at the end of June 2025.
Julius Baer introduces model portfolios for UK advisers
The offering consists of two types of portfolios: “active” and “passive+”.
AI wealth tech firm Sherpas raises funds in seed round
Sherpas technology was recently tested within large advisory organisations.