All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Aberdeen Group to divest financial planning arm to Ascot Lloyd
The transaction does not encompass the entirety of Aberdeen Financial Planning’s operations.
Sequoia Financial to buy wealth manager The Martin Worley Group
The acquired company managed assets worth $430m as of 30 June 2025.
Merit Financial Advisors buys Texas-based Global Wealth Advisors
The merger brings an additional $860m in client assets under Merit’s management.
iCapital, Apollo expand tie-up to offer evergreen private markets solutions
Apollo has made available a selection of evergreen private market products domiciled in Luxembourg on the iCapital Marketplace platform.
Mediobanca receives ECB approval for Banca Generali takeover
The nod allows Mediobanca to secure shareholdings that surpass the 10% threshold of the Mediobanca Banking Group’s consolidated equity.
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Goldman Sachs looking to bolster private wealth management team in Australia
The expansion aims to serve self-made multimillionaires and families seeking to diversify their investments on a global scale.
Evelyn Partners targets NatWest and RBC as potential buyers – report
The company’s private equity owners, Permira and Warburg Pincus, have appointed Evercore to facilitate the sale process.
SlateStone Wealth names new chief equity strategist
Erin Gibbs will focus on the development of a quantitative equity platform, starting with a strategy for small- and mid-cap investments.
Mubadala Capital wraps up purchase of Canadian wealth firm CI Financial
The expansion is in line with Mubadala’s objective to establish an asset management platform that integrates alternative investment classes and geographic markets.
Sarasin & Partners names new head of private clients
Tom Vernon will oversee the management of £4.9bn in assets for over 850 clients.