All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Constellation Wealth buys minority stake in Confluence Financial
Confluence offers financial planning and investment management to private clients, families, companies and institutional investors.
T. Rowe Price to buy fixed income fund manager F/m Investments
As of 31 July 2026, F/m Investments oversaw $19bn in assets.
LGT reports 17% rise in H1 profit as assets reach record level
Net new assets came in at SFr12.3bn, equal to an annualised growth rate of 6.4%.
Indian family office assets to grow 1.5x over three years: Julius Baer-EY report
According to the report, around 40%-45% of allocations in many family offices now go to alternative assets.
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.
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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.
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.