Issue 19
Corient Boosts European Growth with Letus Private Office
Corient announced on June 30th an agreement to acquire Letus Private Office (“Letus”), an independent multi-family office and wealth advisory firm serving entrepreneurs, founders and other ultra-high-net-worth individuals and families across France and Europe. The acquisition, subject to closing, builds on recent transactions that have made Corient the world’s largest multi-family office and non-bank wealth […]
Fenchurch and Broadhaven Unite to Create Leading Financial Services Investment Bank
Fenchurch Advisory Partners has entered into a definitive agreement to combine with Broadhaven Capital Partners, a leading independent advisory firm to the financial technology and financial services sectors in North America. Fenchurch is one of the most respected investment banking advisory firms dedicated exclusively to the financial services sector. With offices in London, New York […]
Linvo Expands AI Wealth Management, Opens AI Advisor Roles
Linvo AG, a Zurich-based multi-family office and wealth management firm, on June 18th set out its vision for the year ahead, naming applied artificial intelligence as the centre of its strategy for 2026 and opening a new set of AI advisor roles to deliver it. The firm sees the coming year as the point at […]
How Location Shapes Your Financial Planning Decisions
When most people think about financial planning, they focus on income, savings, and investments. But one factor quietly drives every financial decision you make: the place you call home. Where you live shapes your cost of living, investment opportunities, retirement expectations, and the kind of advice that actually works for you. Two people earning the […]
Issue 18
Taking Control of Your Financial Future With Expert Guidance
Is managing money harder than it should be? Many people work hard but still feel unsure about their financial direction. Without a clear plan, progress can feel slow or confusing. Expert guidance helps bring order to everyday money decisions. It makes saving, investing, and protecting assets easier to understand. Good planning replaces stress with confidence. […]
Issue 17
Shin Kong Life and Taishin Life conclude merger
Shin Kong Life Insurance and Taishin Life Insurance, subsidiaries of TS Holdings) officially completed their merger on January 1, 2026. With Taishin Life Insurance as the surviving entity, the company was renamed Shin Kong Life Insurance, preserving the Shin Kong Life brand that has served the Taiwanese market for over six decades. Following the merger, the […]
Issue 16
