All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
CI Global to buy Canadian alternative asset manager Forge First
Forge First administers four investment funds, comprising two liquid alternatives mutual funds and two limited partnerships.
Franklin Templeton names new chief commercial officer
Based in New York City, Daniel Gamba will be responsible for overseeing global sales, marketing, and product strategy.
BlackRock secures licences to operate in Kuwait
Ali Al-Qadi will lead the Kuwait office and will continue his role in managing client teams in Kuwait and Qatar.
Cerity to merge with New York financial advisory firm Graypoint
Graypoint’s clientele includes high-net-worth and ultra-high-net-worth individuals and institutions.
J O Hambro Capital Management hires new CEO
Street has formerly worked at State Street Global Advisors, J.P. Morgan, and PwC, among others.
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BlackRock to manage around $80bn in wealth assets for Citi
The banking giant joined forces with BlackRock to introduce ‘Citi Portfolio Solutions powered by BlackRock’.
Goldman Sachs to invest up to $1bn in T. Rowe Price
The firms will collaborate to provide a suite of investment solutions for the retirement and wealth sectors.
JPMorgan names new continental Europe head for private bank
Simultaneously, Pietro Sala has been appointed as the market manager for JPMorgan Private Bank in Italy and Greece.
Aon seals $2.7bn deal to offload majority of NFP’s wealth business
The sale encompasses Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, and related platforms.
LLB refers clients to Rothschild after UAE exit
Rothschild will assume control of LLB’s Dubai office, with approximately 20 LLB employees transitioning to Rothschild.