All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Mediobanca shareholders reject $7bn bid for Banca Generali
The acquisition was intended as a move to counter an unsolicited €13.3bn bid from Monte dei Paschi di Siena (MPS) to purchase Mediobanca.
Canaccord Genuity to fully acquire Wilsons Advisory in Australia
For the fiscal year ending 30 June, Wilsons reported net revenue of A$81m ($52m) and managed A$16.7bn in assets under advice.
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.
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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.
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.