Managers of Wealth

Indosuez’s Qian Su recommends alts for diversification in pro-risk stance

Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.

SWAN Wealth Management launches cross-border video series for Americans moving to Canada

New educational series addresses wealth preservation strategies, charitable giving, trusts, investments and estate planning before relocation

Valais Cantonal Bank: Half-year results 2026

Assets under management rose by 4.3% to a total of CHF 19.1 billion.

RBC Wealth Draws $1.6B Dallas-Based Team from Stifel

The team cited RBC's resources, credit and lending solutions and Echelon wealth management platform as factors in their decision to join the firm.

SC Bank Korea rolls out new incentives for private banking clients

The bank said first-time customers who qualify for its private banking service will receive a one-time bonus of 1 million won.

HLB Private Bank to Launch Two Global Equity and Credit Funds

The new offerings will extend access to assets traditionally concentrated among institutional investors.

Gold beyond the cyclical narrative – Schroders

The case for gold is structural not cyclical, according to James Luke, lead manager of the Schroders Global Gold fund.

Delen Private Bank acquires Dutch wealth manager Van Lanwick & Co.

The Belgian bank aims to finalise the transaction within the year, subject to regulatory approval.

Alpaca and Broadridge Announce Governance Solution for Tokenized Securities

Broadridge enables proxy voting, investor communications, and voting entitlement reconciliation across Alpaca’s platform

CIMB aims to be primary wealth partner for Asean’s affluent

Group Consumer Banking chief executive officer Haniz Nazlan said ASEAN is undergoing what CIMB describes as the "great rewiring of wealth", driven by demographic shifts, urbanisation and rising income levels, creating long-term opportunities for

Raiffeisen CEO wants to boost investment business – here's the reason behind it

Being number one in the retail and mortgage business isn't enough for Gabriel Brenna .

How ZKB is 'levelling up' its private banking business

ZKB's roots remain in Zurich, but Florence Schnydrig Moser details how its private bank has set its eyes on international horizons and reorganised the team.

Seven Street Wealth delivers success and plans succession

Independent financial planning firm records 40% revenue growth and invests in team

Congratulations on your successful completion of your apprenticeship in 2026!

The graduates have acquired a great deal of expertise over the past few years and demonstrated considerable commitment and perseverance.

Introducing Q3: New Longevity report by RBC Wealth Management reveals how 45-75 year olds are redefining later life

RBC Wealth Management is responding to this new reality with dedicated research and expert insight, shedding light on the opportunities and challenges facing clients whose lives may well extend to 100 years and beyond.

CrediaBank enters strategic partnership with BNP Paribas Asset Management to accelerate Wealth Management growth

The collaboration is designed to strengthen the Bank's advisory capabilities and support the delivery of tailored, high value -added investment solutions that address the evolving needs of its c ustomers .

Citi Impact Fund Commits to Investing $25 Million in Companies Bringing Innovation to Housing Access and Affordability

This commitment is part of Citi’s Blueprint for Housing Opportunity initiative — a $60 billion commitment to enhance U.S. housing affordability and help create and preserve 250,000 units over five years

Citizens Financial Group Reports Second Quarter 2026 Net Income

Sequential NII Growth of 4% and Fee Growth of 8%

Vaduz IAM unveils rare higher-risk fund for newer investors

CIO and CEO Thomas Trauth details the thinking behind the new fund being launched by Vaduz-based IMT Asset Management.

Swiss Wealth Management: A Brand Put to the Global Test

An established Swiss brand alone is not enough to succeed in highly competitive growth markets.

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Wealth and Asset Management