Managers of Wealth

Appenzeller Kantonalbank with slightly less profit

The cantonal bank felt the pressure on margins significantly in its interest business.

Bergos : Successful First Half Of 2026

Despite a challenging market environment, Bergos further strengthened its market position and generated important growth momentum.

Investec appointed as Joint Corporate Broker to RS Group plc

This announcement builds on our team’s strong momentum in 2026, following recent appointments as adviser to Telecom Plus, Eurowag, and Shawbrook Group and we now proudly advise 52 FTSE 350 clients.

BlackRock’s Pybus says Europe’s ETF boom has only just begun

Digital platforms, fee-based wealth models and fixed income adoption are driving growth — but the UK still has ground to make up.

DBS targets over $1t in wealth assets by 2030

The target spans the lender's retail and wealth segments and marks an increase of about $400 billion from $632 billion in wealth assets under management at the end of 2025.

Highly optimistic on wealth management outlook amid stable, diverse HK market: FSDC

She remains optimistic about the sector's future as the council actively works with regulators to expand the Wealth Management Connect scheme's quota and product offerings.

Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms

Equity Uplift initiative recognized for helping advisors build more scalable, transferable, and valuable practices

JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

Asset Class supports fundraising, digital onboarding, investor portals, portfolio reporting and fund administration integrations.

Quilter raises forecast for Monthly Income Portfolios for sixth consecutive year

The increase follows another strong year of income delivery.

MIGA, Deutsche Bank Partner to Increase Trade Finance in Frontier and Emerging Markets with EUR 1 Billion Guarantee Platform

The platform represents a significant milestone for MIGA as its first standalone, programmatic trade finance portfolio guarantee platform with a global commercial bank.

CTBC launches wealth branch in Kaohsiung zone

It is the bank’s 159th outlet nationwide and its 17th in Kaohsiung.

Finalists for IA’s Global Financial Services Awards 2026 revealed today

In these special awards – exclusive to International Adviser – the advisers and wealth managers in UK and around the world have now shown their support for their key partners and product providers by nominating their choices for all of the cat

Caprock announces acquisition of Venturi Private Wealth

Teams will unify under the Caprock brand, bringing added talent, expanded family office capabilities and enhanced service to ultra-high-net-worth clients

Skybound Wealth launches proprietary operating platform for international advice

Built in-house by Skybound Wealth’s internal technology team

Why Modern Wealth Management Demands a Holistic Approach

Governments aren’t afraid to rip up the rule book, making financial planning more complex than ever.

Zuger Kantonalbank achieves pleasing half-year results for 2026

Growth in the investment and asset management business significantly strengthened profitability.

Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets

This partnership brings the firm’s total client assets to more than $158.2 billion.

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Wealth and Asset Management