Managers of Wealth

Presentation of the 2026 half-year results for the Julius Baer Group

Gross margin rose to 87 basis points (bp) (H1 2025, underlying: 83 bp) following exceptionally high client activity in first quarter

UBP: first-half profit up 40.4%

The increase mainly reflects the positive trend in financial markets since the start of the year, as well as the performance of the Bank's management solutions and funds.

Aberdeen Adviser streamlines platform onboarding

Aberdeen Adviser said the integration should improve data quality and reduce unnecessary administration when clients open an account, make a top-up or transfer assets.

Berenberg: These are the results of the special investigation

More interesting than the figures themselves are the findings of the external special audit: Management had apparently gone too far with "balance sheet manipulation."

DZ Privatbank Switzerland expands its General Management

The subsidiary of DZ Privatbank AG in Frankfurt currently employs nearly 120 people in Zurich.

InvestGB Strengthens Strategic Relationship with Ares Wealth Management Solutions

InvestGB affirmed that infrastructure investments have become one of the most compelling asset classes for institutional and private capital.

Ogier advises MASECO on its acquisition by US wealth manager Creative Planning

The acquisition will add 123 employees and more than US$5 billion in assets under management to the firm.

Cazenove Capital publishes its first 2025 Sustainability and Impact Report for the Impact Growth Strategy

By combining a disciplined investment process with a focus on real-world outcomes, we aim to demonstrate how capital can play a powerful role in building a more inclusive, resilient and sustainable future.

New York financial experts establish AI hedge fund in Zug

The boutique firm combines fundamental stock analysis with proprietary AI models to generate its own investment assessments.

Fidelity Investments Expands Institutional Separately Managed Account (SMA) Lineup for Wealth Management Firms

New custom SMA strategies leverage investment capabilities of Fidelity’s enhanced and fundamental lineups while offering personalization and tax management

CIMB unveils private wealth proposition for ASEAN clients

As per The Business Times, the group intends to roll out the private wealth business in Singapore and Thailand before year-end.

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.

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Wealth and Asset Management