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Wealth and Asset Management

08/13/2026

Labuan IBFC Inc., ASAS and STEP Malaysia strengthen Islamic wealth planning practices

Joint initiative highlights integrated approaches to wealth planning, succession and cross-border solutions

08/13/2026

Phoenix-based UBS advisor team The Schultz Group recognized on Barron’s Top 250 Private Wealth Management Teams list for second consecutive year

The 2026 Top 250 Private Wealth Management Teams annual ranking spotlight the nation’s best wealth managers and raise standards in the industry.

08/13/2026

Good half-time result for TKB

TKB recorded strong business performance in the first half of the current year.

08/13/2026

Half-year results 2026 Aargau Cantonal Bank

Continued strong growth in customer business and commission success.

08/13/2026

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

08/13/2026

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.

08/13/2026

Brookfield Corporation Reports 15% Increase in Earnings

Record Fundraising Increases Deployable Capital to $210 Billion

08/13/2026

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.

08/13/2026

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.

08/13/2026

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.

08/12/2026

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.

08/12/2026

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.

08/12/2026

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.

08/12/2026

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.

08/12/2026

Berner Kantonalbank significantly increases profit

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

08/12/2026

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

08/12/2026

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.

08/12/2026

BLKB achieves a solid half-year result for 2026

The result was driven, among other things, by the dynamic development in the securities and investment business as well as in the interest income business.

08/12/2026

Hightower Announces $275M Acquisition of Valley Financial Group

Valley oversees approximately $275 million* in assets under management and provides comprehensive financial planning and investment management services to individuals, families and businesses.

08/12/2026

Pictet’s $13bn robo fund ‘clearly exposed’ to AI capex freeze - but PMs aren’t panicked

Portfolio manager Daegal Tsang says 'totally unloved' software names help to hedge his team's Robotics strategy against a halt in AI spend.

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How Tax Goddess Rebuilt the CPA Model for the Top 1%

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WRISE Appoints Bahren Shaari as Senior Advisor to Group Executive Committee

08-13-2026

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LGT Wealth Management Australia appoints Willem Strydom as new Chief Technology Officer

08-13-2026

MAS eases family office tax rules, widens AML checks as Singapore vies for global wealth

08-12-2026

City National Bank appoints two new leaders to expand Private Bank and Wealth Management capabilities and accelerate growth

08-14-2026

Public Alternative Asset Managers See Wealth AUM Rise

08-13-2026

FINMA welcomes the Federal Council’s consultation drafts on the legislative package to strengthen the “too big to fail” framework

08-13-2026

IQ-EQ’s Pete Unwin on the new era of Gulf family wealth

08-19-2026

Why India's Super-Rich Are Buying A 'Plan B' Abroad For Their Families

08-19-2026

89% of wealth management clients now served by 10 largest firms, FCA finds

08-19-2026

LGT Wealth India Appoints Harsh Agarwal as Chief Investment Officer, Equities

08-19-2026

Family Office Bill Pay: An Advisor’s Guide to the Complexity Behind Cash and Expense Management

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Wealth Management Industry to Reach $180.90 Trillion by 2031 as Digital Advisory and Private Markets Accelerate Growth

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Max White Leaves Schroders Wealth After More Than 10 Years

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