All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Exclusive: Citi Wealth names Alex Kokolis as investments platform experience head
Alex Kokolis willwork across the investment product teams and alongside wealth intelligence and client segment leaders.
Fidelity weighs exit from China fund business – report
It is not yet clear how FIL would reorganise or wind down its 14 retail fund products in China.
Lombard Odier H1 profit grows 25%
Assets under management wereSFr239bnat the end of June2026, up 7% from year-end 2025.
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.
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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.
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.