All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
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.
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.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
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.
The Wealth Company introduces GIFT City fund of fund for NRIs
The fund can allocate across equity-focused schemes, gold and silver ETFs, index-based strategies and SIFs, among others.
Citigroup names Adam Clark wealth planning head
Clark is due to move from JP Morgan, where he has held the position of global head of trusts and estates since 2016.
IOL Privé wealth platform debuts in Uruguay with DriveWealth tech
The service uses DriveWealth’s brokerage infrastructure to offer wealth advisory support.