All articles by Vidhya Edwards Munnangi

Vidhya Edwards Munnangi

Julius Baer AUM reaches $643.4bn for 10M 2025  

The rise reflects net new money inflows of SFr11.7bn since the start of the year. 

HSBC Swiss private bank increases staff pay amid executive exits-report

HSBC’s Swiss arm has raised pay for some staff, including relationship managers, to discourage departures.

Mizuho seeks to expand investment banking business in India: report  

The Japanese bank has set a target to become the leading investment bank in Asia within five years.  

Mitsui Sumitomo Insurance to take 18% stake in MassMutual’s Barings for $1.4bn  

After the sale, MassMutual will continue to hold a majority position in Barings, maintaining an 82% stake and full governance control.  

The Mather Group partners with Napa Wealth Management

This partnership strengthens TMG’s presence in Northern California and expands its ability to serve business owners and families.

Deutsche Bank’s DWS to acquire 40% stake in Nippon Life India unit 

DWS and Nippon Life India Asset Management will jointly introduce passive investment products in both the Indian market and for UCITS investors.  

Mashreq and DIFC to advance digital banking and wealth services 

The MoU will focus on rolling out digital onboarding and banking solutions for clients operating within DIFC.  

Great-West Lifeco launches Keyridge Asset Management 

The European asset management businesses of Canada Life Asset Management, Setanta Asset Managers, and ILIM are brought under one umbrella. 

Wealthspire Advisors signs deal to acquire RoundAngle Advisors 

Following the acquisition, Bernstein, alongside Nela Diaz and Deirdre (Dee) DeRosa, will continue to manage the practice and assist clients.  

InCred Holdings files confidential DRHP for $338-$450m IPO 

The board of directors of InCred Holdings approved the capital raising via IPO in June.