Wealth
WealthBriefing Names Winners of 2026 Wealth for Good Awards
The WealthBriefing Wealth for Good Awards 2026 have honored the organizations and individuals currently redefining the intersection of commercial success and social responsibility. These accolades spotlight leaders who integrate sustainable investing and philanthropy into the core of their wealth management strategies, setting a new industry benchmark for impact.
Bank of Singapore Taps Lim Leong Guan for Middle East Expansion
Lim Leong Guan has been named head of private banking for the Middle East, South Asia and International divisions at Bank of Singapore. Based in Dubai, he steps into the role vacated by Ranjit Khanna and will serve as CEO of the firm's Dubai International Financial Centre branch, pending regulatory approval.
UAE Overhauls Civil Law to Boost Commercial Competitiveness
The United Arab Emirates has enacted a wholesale replacement of its 1985 Civil Code, moving away from incremental updates toward a modern, codified framework. Federal Decree Law No. 25 of 2025, which took effect in June 2026, aims to clarify legal hierarchy and bolster the nation’s appeal to international investors and family offices.
ECB Restricts Revolut Product Launches Over Governance Concerns
The European Central Bank curbed the ability of digital banking platform Revolut to roll out new products across the European Economic Area last year, citing significant shortcomings in the firm’s internal approval processes. The regulatory intervention highlights the ongoing scrutiny facing high-growth financial technology firms operating under full banking licenses.
Titan Wealth Expands Global Reach with Progeny International Buyout
Titan Wealth has moved to acquire Progeny International, securing a £900 million portfolio of assets under advice in a strategic expansion across Europe, Asia, and the Middle East. The deal, pending regulatory approval, marks a significant shift for the Progeny Group as it pivots to focus exclusively on its core UK market.
Executive Appointments at Quilter, Heligan Group, and Pillsbury
Wealth management firms and legal practices are realigning their leadership teams, with Quilter, Heligan Group, and Pillsbury Law announcing key strategic appointments this week. These moves aim to bolster distribution, solidify M&A advisory capacity, and expand international tax expertise for ultra-high-net-worth clients across global markets.
Rohit Ganguli Joins Klay Group to Lead Global Wealth Planning
Based in Singapore, Rohit Ganguli has been appointed global head of wealth planning at Klay Group. He joins the boutique financial firm from EFG Bank to oversee bespoke advisory services for ultra-high net worth families, reporting directly to Arjun Anand, the company's chief executive officer for the APAC region.
Mirova Targets Asian Energy and European Agriculture in New Fund Push
Surging oil prices and a global pivot toward energy independence have prompted Paris-based Mirova to expand its portfolio. The Natixis Investment Managers affiliate plans to launch two distinct funds by year-end, targeting regenerative agriculture in Europe and energy transition infrastructure across burgeoning Asian markets.
Lioner International Makes Zurich Its First European Foothold
Hong Kong-based Lioner International Group has touched down in Zurich, marking the insurance and wealth management firm’s first expansion outside of Asia. The move signals a strategic shift for the group, which was founded in 2021 and already maintains a footprint across Hong Kong, Singapore, and Beijing.
Rockefeller Capital Management Taps Anthropic for AI Wealth Platform
Rockefeller Capital Management is integrating Anthropic’s Claude model into its wealth management infrastructure, marking a strategic pivot toward artificial intelligence. The firm, which oversees $212 billion in client assets, intends to deploy the technology to assist advisors with complex workflows without sacrificing the personal touch central to its legacy.
PIMFA Taps BWC Benchmarking to Bolster Wealth Management Data
Wealth managers and financial advisors across the UK will soon gain access to specialized performance metrics and peer comparisons under a new partnership between trade body PIMFA and BWC Benchmarking, an initiative slated to debut later this year.
Andrew Fahy Expands Leadership Role at Quilter Cheviot
After tripling assets under management since 2022, Andrew Fahy will ascend to the newly created role of CEO of Europe and international markets at Quilter Cheviot. The appointment signals a consolidation of the firm’s global strategy as it prepares for a transition in its Jersey and Dubai leadership teams.
Coutts, Carmignac and Cazenove Capital announce leadership shifts
Wealth management firms are reshuffling their ranks, with Coutts prioritizing digital asset integration, Carmignac recruiting veteran equity expertise for its London office, and Cazenove Capital expanding its footprint in the South of England through a new business development appointment.
SEI Bolsters Leadership Ranks with AI and International Appointments
Pennsylvania-based financial services firm SEI is aggressively expanding its senior leadership team, announcing a wave of high-level hires across its artificial intelligence, data, and international banking divisions. The appointments follow a recent shift in the company’s investment management structure as it seeks to scale its global technology offerings.