All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
New Mountain exits Lincoln Investment stake
During the period of ownership, New Mountain worked with the Forst family on plans to update the company’s operating systems.
Aquiline to take controlling stake in wealthtech platform Flourish
Flourish, which is based in New York, works with more than 1,300 RIAs.
Jyske Bank agrees to buy Danish wealth manager Formuepleje
Formuepleje has about 14,000 investors, manages roughly DKr40bn in assets and employs nearly 100 people.
Fortress names private wealth heads for Japan and EMEA
Uminojoined Fortress in March 2026 from PIMCO Japanand Bushjoins from Nuveen.
Citi Wealth appoints Liz McElherne to lead AIMS platform management
McElherne’s remit will cover product management, product development and business execution.
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Sequoia Financial adds $2.3bn in assets with BSW Wealth purchase
Established in 1992, BSW services include financial planning and tailored wealth management for individuals and families.
Wealth Enhancement buys advisory business of Dickerson Jackson & Associates
The business being acquired was set up in 2004and is responsible for more than $376m in client assets.
Merit Financial Advisors names John Rajes chief technology officer
Rajes will lead the company’s technology strategy across architecture, systems integration, data and AI.
Groww AMC completes investment deal with State Street
State Street Investment Management will own a 4.85% voting stake in Groww AMC and a 23% economic interest.
Swiss panel backs compromise on UBS foreign unit capital
For the remaining 50%, the bank would be permitted to use AT1 instruments to reach full capitalisation of those operations abroad.