All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Wealth Enhancement buys Servo Wealth advisory unit
The Oklahoma-based company offers investment advice, financial planning and wealth counselling to individuals and families.
Singapore targets asset managers with tax cuts and talent measures
One part of the package is a planned tax exemption for profit-linked returns earned from providing fund management services to qualifying funds.
Kestra Financial names Kelly Apple wealth management head
Apple will be responsible for efforts to further develop the company’s investment, planning and advisory functions.
EFG to sell UK wealth unit Harris Allday to Canaccord
The unit offers wealth management services mainly to affluent customers in the Midlands and oversees about £3.1bn in assets.
VP Bank Singapore names Vincent Koo as chief risk officer
The bank said the role will support its governance framework and risk oversight as it pursues longer-term expansion.
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Wealth Enhancement snaps up Weinand Financial
Led by financial planner Mike Weinand alongside four support professionals, the firm oversees more than $644m in client assets.
Goldman Sachs enters $410m deal to buy LCN Capital Partners
As of 30 June 2026, LCN supervised about $3bn in assets, with most of its capital coming from institutions, insurers and HNWIs.
Barclays names Mike Joo and Adeel Khan investment bank co-CEOs
Joo will join from Bank of America, while Khan oversees Barclays’ global markets business and is co-head of investment bank.
MAI Capital buys Atlanta RIA Waypoint Wealth Counsel
Waypoint manages about $490m in assets and works with more than 100 client households.
Maridea expands Chicago footprint with Park Ridge Financial purchase
Park Ridge Financial is known for offering financial planning services, covering investment management, and retirement planning.