Managers of Wealth

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.

Berner Kantonalbank significantly increases profit

Operating profit improved even more significantly, increasing by 12.3 percent to CHF 127.8 million.

Utmost Group plc: HY 2026 Trading Update

Strong growth momentum continues with £4.4bn of inflows (up 16% on a normalised basis) and a 6% increase in AUA to £123.4bn

F.N.B. Corporation Enhances Offering for Ultra-High-Net-Worth Clients and Business Owners with Investment in Family Wealth Advisory Services

Led by veteran wealth management professionals, F.N.B. Private Family Wealth will support those clients' long-term and multigenerational financial objectives.

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Wealth and Asset Management