Managers of Wealth

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.

The broadening of Swiss stocks appeal

This shift could benefit Switzerland’s healthcare and financial firms, two sectors that dominate its largest stock market index.

Schroders plc: Half year results to 30 June 2026 (unaudited)

Strong growth in adjusted operating profit, up 46% year on year to £459.8 million, reflecting improving operating leverage.

Lighthouse Canton unveils dedicated wealth management platform for non-resident Indians

Caters to the cross-border financial needs of globally mobile families

Societe Generale: Results at 30 June 2026

In Q2 26, revenue growth of +4.5%, costs down -4.1%, C/I ratio at 58.6%, cost of risk at 27bps, record Group net income of EUR 1.8bn and ROTE of 12.2%

2026 half-year results: Mirabaud reports an increase in assets under management to CHF 32.4 billion

In addition, the Group recorded an exceptional impact of CHF 11.5 million relating to the resolution of a long-standing matter.

Wealth managers face a new challenger: their clients’ AI chatbots

More wealthy investors are asking AI chatbots like Claude or ChatGPT for financial advice.

RBC Wealth Management Europe to hire more than 70 expert advisers in next phase of growth

Appointments have been made across a number of offices including London, Bath, Cambridge, Marlborough, Bristol and Edinburgh, with further appointments expected in the coming months.

Northern Trust Universe Data: Strong Global Equity Markets Drive Institutional Investor Gains in Second Quarter of 2026

All major institutional plan types posted positive results during the quarter.

Thorntons climbs Chambers High Net Worth rankings with four partners recognised

Thorntons has been ranked among the top private wealth advisers in Scotland in the 2026 Chambers High Net Worth Guide.

Banque Heritage posts solid half-year results in its 40th anniversary year

In the first half of 2026, consolidated net operating income reached CHF 43.8 million, an increase of 9.1% compared with the same period last year.

Indosuez Shifts Advisory Leadership From Geneva to Singapore

Indosuez Wealth Management is strengthening its Asian franchise with a strategic relocation from Switzerland and a senior investment management hire in Singapore.

Mercer Advisors Unveils Second Generation of Aspen, its AI-Enabled Platform for Fiduciary Family Offices

Aspen platform has been powering Mercer Advisors’ client service for 24 months, anchoring its internal record-setting organic and inorganic growth

Last chance to name the female leaders redefining wealth management close

Nominations close this Friday—don’t miss your chance to recognize a standout leader

Reigniting Hong Kong’s Wealth Leadership:

Unlocking Cross-Border Growth Through Intelligent Wealth Management

Standard Chartered releases Second Quarter and Half Year 2026 Results

All figures are presented on a reported basis and comparisons are made to 2025 on a constant currency basis, unless otherwise stated.

Wealth.com Named Exclusive Technology Founding Partner of FMG Suite’s Institutional Intelligence Program

Partnership brings Wealth.com's estate and tax planning expertise to help advisors educate clients, attract prospects and drive growth through FMG Suite’s platform

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Wealth and Asset Management