All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Schroders to expand Hong Kong headcount and investment – report
The move to deploy further capital locally is supported by Hong Kong administration’s five-year blueprint unveiled last month.
Kestrel agrees to buy Irish wealth manager Kinsale Capital
The acquisition forms part of Kestrel’s strategy to develop an independent wealth management platform in Ireland.
Julius Baer names two new board nominees
The nominees are Caroline Kuhnert as well as Elaine Arden.
RBC Wealth Management appoints chief commercial officer
William Hepburne-Scott will oversee the delivery of the firm’s commercial plans for European Wealth Management.
Nuveen concludes £9.9bn Schroders acquisition
The combined firm has $2.6tn in assets under management, operating in more than 40 markets globally.
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BNP Paribas makes Nordic wealth management debut
The bank’s expansion will target ultra-high-net-worth individuals, entrepreneurs and family offices.
US market regulator proposes fund rule reforms and investor exam
Under the draft measures, RIAs would be permitted to receive performance-linked fees tied to capital growth.
W1M Wealth Management appoints Wenyu Bai as AI head
Wenyu Bai will be responsible for setting W1M’s AI strategy and overseeing the adoption of related technologies across the firm.
Wealth Enhancement agrees to acquire RWA
Based in Boston, Massachusetts, RWA is directed by chief executive and chief economist Michelle Knight.
Waverly Advisors buys Virginia’s Heartwood Wealth
The deal extends Waverly’s operational reach in Virginia and will see Heartwood’s nine-member workforce join the buyer.