Managers of Wealth

EFG expands to Bern

At that time, EFG expanded its presence in Switzerland's upscale resorts, along with a branch in St. Moritz, as reported by finews .

Drew Grider Named No. 26 on Forbes Best-In-State Wealth Advisors 2026 List for the Chicago Suburbs

Leelyn Smith President recognized among the top financial advisors in the Chicago suburbs, ranked 26 out of 270 advisors evaluated by Forbes and SHOOK Research

RBC Snags UBS Team Managing $1.5 Billion in Florida

They moved with support staff Lori DeJesus, Will Garrett, Paula Echeverry and Thomas Cooper.

Wealth planning in a changing tax landscape

Recent changes to Inheritance Tax and Capital Gains Tax and business succession reliefs have altered the planning landscape for many individuals and families.

BDM Wealth Management Appointed Corporate Advisor to UK Neobank Lunor Pay

Dubai-based capital markets advisory firm to provide structuring and advisory support for the neobank founded by Corey Payne.

Why the next generation matters in future-proofing wealth planning

Asset protection structures have become more sophisticated, more international and more technically robust.

The Great Wealth Transfer May Become the Great Alts Boom

The role of the advisor is becoming increasingly central as Great Wealth Transfer inheritors increase allocations to assets like crypto and private equity.

Interim report of the Swiss National Bank as of June 30, 2026

The National Bank's results depend largely on developments in the gold, foreign exchange, and capital markets.

New platform brings together expertise on Switzerland's financial centre

The focus of the first edition is the competitiveness of Switzerland's financial centre.

VanEck, Allocate partner on private markets access for wealth channel

VanEck retains full control over strategy, product, and investor relationships, while Allocate supplies the underlying technology and operations.

Sanlam Trustees International secures Guernsey licence

The granting of the licence follows the official launch of Sanlam Private Wealth in Guernsey earlier this year.

New platform pools expertise on the Swiss financial center

This will create a platform that brings together diverse perspectives from the Swiss banking sector and strengthens professional exchange.

H1 2026 NatWest Group Results

A summary of our H1 2026 financial results.

HSBC: AI Boom Remains Intact Despite Semiconductor Volatility

South Korean equities, in particular, have experienced heightened volatility, with domestic retail investors buying while foreign investors have been reducing exposure.

Wall Street’s Private Banks Are Vying for AI’s Paper Money Elite

The unparalleled wealth-creation tied to artificial intelligence, particularly in Silicon Valley, is spurring entrepreneurs to seek ways to extract cash before they can, or want to, sell stock.

Record 1 in 3 Dollars Flow into Private Equity Among Ultra-High-Net-Worth Investment Portfolios in Q2 2026

TIGER 21 Member portfolios see private equity widen lead over real estate to a record margin, while cash and equivalents fall to their lowest level recorded by the peer learning network

Forces driving the institutionalisation of UK wealth management

Wealth management is becoming increasingly institutionalised. We examine the key trends driving this shift and what it means for firms and clients.

Half year results for the six months ended 30 June 2026

Solely for the use of members of the media and should not be relied upon by personal investors, financial advisers or institutional investors.

Investcorp Invests in Berger Financial Group

Berger’s management team and financial advisors will continue to be significant owners in the business alongside Investcorp.

LGT Capital Partners prices Legato IV at EUR 405 million

The deal reached a transaction size of EUR 405 million, bringing the total AuM managed through the platform to EUR 1.8 billion.

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Wealth and Asset Management