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PMS firm Wealth First acquires wealth-management firm

Finance

30 June, 2026

PMS firm Wealth First acquires wealth-management firm

Public listed Wealth First Portfolio Managers Limited (WFPML), an independent financial advisor and a registered ......

LGT Wealth India appoints three MDs for different verticals

People

24 January, 2023

LGT Wealth India appoints three MDs for different verticals

LGT Group’s private wealth management company LGT Wealth India has onboarded three senior financial services ......

LGT group forays into India's wealth management space

Finance

21 October, 2022

LGT group forays into India's wealth management space

Private banking and asset management group LGT on Friday said it is planning to roll out wealth management services for ......

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OkCredit scouts for buyer after failed fundraising attempt

Finance

31 August, 2022

OkCredit scouts for buyer after failed fundraising attempt

Tiger Global-backed Psi Phi Global Solutions Pvt. Ltd, which owns the OkCredit brand, has been put on the block after ......

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Merisis Advisors set to foray into wealth management space

Finance

30 May, 2022

Merisis Advisors set to foray into wealth management space

Mumbai-based Indian investment banking advisory firm Merisis Advisors is in talks with asset management companies as it plans...

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Senior McKinsey exec Hrishikesh Parandekar joins Mumbai-based asset manager

Finance

09 May, 2022

Senior McKinsey exec Hrishikesh Parandekar joins Mumbai-based asset manager

Senior McKinsey consultant and former Ambit Holdings CEO, Hrishikesh Parandekar has joined Mumbai-based alternate asset manager...

Sonia Dasgupta to head investment banking of JM Financial

People

29 April, 2022

Sonia Dasgupta to head investment banking of JM Financial

Financial services group JM Financial Ltd, on Friday said it has elevated Sonia Dasgupta to the position of chief executive ......

Avendus PE launches second fund with $133 mn target corpus, to focus on larger firms

Finance

27 October, 2021

Avendus PE launches second fund with $133 mn target corpus, to focus on larger firms

Avendus PE Investment Advisors, the asset management arm of Avendus Group, launched its second structured credit fund Avendus...

Julius Baer ropes in execs from IIFL Wealth, Avendus; J Sagar Associates makes hire

People

17 March, 2021

Julius Baer ropes in execs from IIFL Wealth, Avendus; J Sagar Associates makes hire

The domestic arm of global wealth management and private banking firm Julius Baer Group has recruited a group of people, ......

Credit Suisse ropes in Kotak Mahindra Bank execs for India wealth management team

Finance

02 March, 2021

Credit Suisse ropes in Kotak Mahindra Bank execs for India wealth management team

The domestic arm of global financial services company Credit Suisse has roped in two seniors from Kotak Mahindra Bank for ......

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