Managers of Wealth

Hypothekarbank Lenzburg increases group profit in the first half of 2026

In the second half of 2026, the bank's focus will include the launch of its own pension funds.

SNB Group Launches Mastercard’s World Legend Card for Private Banking Clients

The launch reflects SNB Group’s continued commitment to delivering innovative banking solutions and exceptional experiences tailored to the evolving expectations of affluent customers.

UBS Global Wealth Management lifts S&P 500 year-end target to 8,100

The wealth management arm of UBS Bank, UBS Global Wealth Management is the newest addition to a growing chorus of global ⁠research firms forecasting the S&P 500 will be above 8,000 by the end of 2026.

GKB significantly increases profit in the first half of the year

With CHF 3.0 billion in equity capital, GKB underscores its strong resilience.

Clientis Group achieves convincing half-year results: Growth strengthens profitability, profit and substance

The Clientis Group continues to present itself as robust, growth-oriented and profitable in the first half of 2026.

Wealth Enhancement buys Servo Wealth advisory unit

The Oklahoma-based company offers investment advice, financial planning and wealth counselling to individuals and families.

Wealth Shortlist Update: BlackRock European Dynamic

The fund is managed by Giles Rothbarth, who has been involved with the fund since 2015 before becoming lead manager in 2021.

Santander Expands U.S. Presence with Completion of Webster Acquisition

Building on its decades-long commitment to the United States, this transaction demonstrates the significance of the U.S. market to Santander’s growth strategy.

Vontobel is 'reviewing our whole customer lifecycle process'

Executive Gianpiero Galasso details how Vontobel is keeping up with the trends of new technologies and generations as part of our private banking award video series.

Channel Islands and Isle of Man nominees named for Citywealth IFC Awards

The public vote is now open to allow the global private wealth industry to have their say.

Independent Wealth Managers: Beware of «Shadow AI»

Generative artificial intelligence promises considerable efficiency gains in exactly these areas, precisely where small teams still do a great deal by hand.

Brightwood Capital Advisors Provides Financing to Support Coastline Wealth Management’s Acquisition Strategy

Coastline secured up to $100 million in financing from Brightwood and simultaneously completed 12 acquisitions, pushing its AUM/AUA past $6 billion.

Praxis BVI recognised in Chambers High Net Worth Guide 2026

The recognition comes as Praxis continues to invest in its BVI business, strengthening its senior team and broadening the expertise available to clients and intermediaries across private wealth, corporate and regulated investment business.

Prudential Hong Kong expands headquarters across Swire Properties’ towers

There would be a “double-digit percentage increase in floor area following the office consolidation”, according to a Swire Properties spokesman.

Wealth manager expands in North East heartland

Fairstone has bought Sunderland-based Grainger Financial Planning and Riverstone Wealth Management, which is based in Morpeth, in Northumberland.

Standard Chartered and HSBC execute first live tokenised deposit transaction on Swift’s blockchain-based ledger

Milestone signals next step for cross-border payments as regulated deposits issued by banks are connected through Swift’s digital blockchain-based ledger

LGT reports strong net new asset growth and significant increase in profitability in first half of 2026

In the first half of 2026, global financial markets remained resilient despite geopolitical tensions and economic uncertainty, delivering positive returns overall amid heightened volatility.

Trust overtakes fees when investors choose wealth managers

The study of 1,000 US consumers with at least $20,000 in investable assets found trust and reputation ranked ahead of fees, pricing and other traditional considerations.

Singapore wealthtech platform Keenai partners with Fullerton Fund Management

Fullerton Fund Management will provide the new wealthtech platform with SGD-denominated investment strategies.

Jake Baumann named to Forbes Best-in-State Next-Gen Wealth Advisors list

The ranking recognizes financial advisors 40 and younger who have at least four years of experience and is based on assets under management, revenue trends and compliance records.

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Wealth and Asset Management