Managers of Wealth

Citi Investor Services Wins US$380 Billion Middle Office Mandate from Aegon Asset Management

As Citi realizes opportunities with asset managers globally, the mandate underscores Citi’s ambitions to scale growth on Aladdin

Yomiuri: MUFG to Strengthen Wealth Management Services in Asia, Deputy Chairman Says

Yasushi Itagaki: In countries belonging to the Association of Southeast Asian Nations (ASEAN), the COVID-19 pandemic accelerated the digitalization of finance.

Affin Bank’s Wong Kok Hong: Diversification remains the foundation of portfolio construction

The Malaysian firm has onboarded more covered call strategies for income generation, Affin Bank’s head of wealth investment advisory, Wong Kok Hong tells FSA.

Brooks Macdonald and Woven Advice partner to help advice firms put their investment propositions into practice

IFAs have long had access to tools to research and construct a central investment proposition.

FINMA welcomes the Federal Council’s consultation drafts on the legislative package to strengthen the “too big to fail” framework

In particular, it advocates for the strengthening of instruments with a preventive effect.

Glarner Kantonalbank reports a successful first half of 2026

The half-year results for 2026 surpassed the already strong second half of 2025.

Labuan IBFC Inc., ASAS and STEP Malaysia strengthen Islamic wealth planning practices

Joint initiative highlights integrated approaches to wealth planning, succession and cross-border solutions

Phoenix-based UBS advisor team The Schultz Group recognized on Barron’s Top 250 Private Wealth Management Teams list for second consecutive year

The 2026 Top 250 Private Wealth Management Teams annual ranking spotlight the nation’s best wealth managers and raise standards in the industry.

Good half-time result for TKB

TKB recorded strong business performance in the first half of the current year.

Half-year results 2026 Aargau Cantonal Bank

Continued strong growth in customer business and commission success.

Wealth managers cut fees to win AI’s paper millionaires

The rise of equity-rich tech workers at Anthropic and OpenAI is shifting negotiating power towards client

TISE Reports H1 2026 Listing Results; Sets Records for Total Number and Value of Listings

The total market value of listed securities reached a record £813 billion at 30 June 2026, an increase of 4.7% YoY.

Brookfield Corporation Reports 15% Increase in Earnings

Record Fundraising Increases Deployable Capital to $210 Billion

Merit buys Southern California wealth manager Bridgeway

Bridgeway manages about $900m in assets overall and is ledby long-time partners Matt Dupon, Sean Montgomery and Scott Miller.

IA Global Financial Services Awards 2026 Winners and Highly Commended revealed

These awards are unique as there is no application process - each company has to be nominated by IA's advisors, brokerage or wealth management readers.

Eight in 10 fear life chances depend on family wealth as grandparents fund university

Rising university costs are driving greater reliance on the Bank of Grandma and Grandad, with education funding increasingly linked to estate planning.

The Future of Wealth Management Is Personal and Built for Resilience

Geopolitical tensions, shifting interest rates, inflation concerns, and rapid technological advancements have introduced new sources of uncertainty.

Nomura International Wealth Management Launches Physical Gold Trading and Custody Service in Singapore

Clients will gain access to large gold bars and kilobars, with all trading and custody services conducted entirely within Singapore, reflecting our deep commitment to the region.

UBS Celebrates 75 Years in Canada as Wealth Management Needs Continue to Grow

Milestone reflects the firm's long-standing commitment to helping Canadian and international clients build, preserve and transfer wealth.

Alex Intriago of Bridgemont Wealth Named to Forbes' 2026 Best-in-State Wealth Advisors List

The Forbes Best-in-State Wealth Advisors rankings are based on a rigorous methodology that includes both quantitative and qualitative criteria.

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Wealth and Asset Management