Managers of Wealth

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

UBS's second-quarter 2026 results

Strategically investing in our franchise to drive long-term growth; continued investments in technology, global capabilities and talent while contributing to fact-based deliberations on the Swiss capital framework

Wealth Club: Private markets set to surge in popularity

Survey forecasts ‘dramatic’ rise in use by UK wealth managers and IFAs

Rathbones announces interim results for 6 months ended 30 June 2026

These results reflect continued healthy gross inflows and growing momentum across the business.

Basel independent asset manager rebrands

Newly named Aran Wealth offers tailored portfolio management for individuals, families, trusts and corporations.

CaixaBank posts a profit of €3.2 billion in the first half of 2026, up 8.5%, driven by strong commercial activity

During the January–June 2026 period, CaixaBank maintained a strong pace of business growth and customer and payroll acquisition, while steadily increasing its market shares.

New charging structure hits St James's Place profits

IFRS profit after tax increased to £310.8m from £279.5m, helped by a £110.4m release from its ongoing service evidence provision.

Making Hong Kong a better global wealth management hub – Further improvements to Hong Kong’s Unified Funds and Carried Interest Tax Exemption Regimes

The Bill introduces significant enhancements to the tax regimes applicable to funds, family-owned investment holding vehicles and carried interest.

1
2
3
4
5
6
7
8
…
1694
1695
1696

Wealth and Asset Management