All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Manulife WAM names new head of global investment products
Kellogg will run the global investment products unit, with oversight of strategy, product development and implementation.
Standard Chartered to acquire Zodia Custody
Zodia Custody’s regulated custody operations will be folded into Standard Chartered’s existing digital asset custody business.
Citi and BlackRock’s HPS team up on private capital programme
It is intended for borrowers whose main operations are in Continental Europe, the UK and, at a later stage, the Middle East.
Schroders stays “fully committed” to China despite local fund business exit
The development follows shareholder approval last month for the £9.9bn ($13.2bn) sale of Schroders to US firm Nuveen.
Rockefeller expands to Naples with Coplin Wealth team
Coplin Wealth Partners works with ultra-high-net-worth individuals and families on financial issues.
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Revolut weighs private banking move this summer – report
The discussions have included a possible eligibility threshold of £500,000 ($675,000).
AlTi Global to deploy Nevis AI platform across global adviser base
The system will be used by advisers and support staff to handle meetings, administrative work and other operational tasks.
Corient to acquire Oklahoma RIA Capital Advisors
Capital Advisors offers tailored financial planning, investment oversight and other wealth management services.
Capital Fund Management opens Shanghai office
With two employees at present, the site is being used initially for data and engineering work.
Vestmark unveils AI monitoring tool
The tool runs in the background and reviews portfolio holdings, SEC filings, market developments, and client CRM information.