Managers of Wealth

Envestnet Launches Wealth Trading, Delivering a Modern Trading Experience for Advisors and Enterprises

Built with Advisor Input, Wealth Trading Unifies Portfolio Management, Trading, and Execution in a Single End-to-End Experience

Market Optimism Builds Despite Inflation Concerns, Morgan Stanley Wealth Management Pulse Survey Finds

More investors are considering portfolio changes amid a mixed backdrop

From the Premier League to Private Wealth: Christophe Berra Joins Skybound Wealth's Athletes & Creators Division

Skybound Wealth has strengthened its Athletes & Creators division with the appointment of former Scotland international Christophe Berra as a qualified Private Wealth Adviser.

The rise of the ‘financially single’ couple

A new study from wealth manager Quilter suggests that long-term couples are increasingly planning their future finances independently and acting ‘financially single’ despite sharing every other aspect of their lives.

Deutsche Bank recognised by Euromoney for M&A leadership across APAC

Bank named Best Investment Bank for M&A in China, Indonesia, Malaysia and Singapore

Netwealth launches new offering to service HNW channel

It also offers flexibility for investors to choose how their assets are held and managed, whether they are traded through preferred brokers and held in custody or held under an individual HIN.

Cape Capital bond sub-fund goes into liquidation

The fund, using UBS as a custodian bank, had suffered consistent outflows since 2023.

Partners Group feels the pain of being an evergreen pioneer

Some of the group's oldest evergreen funds are going through challenging times, but newer strategies and bespoke partnerships continue driving investors to the Swiss firm.

Maltese Segregated Cell Foundations: a flexible structure for succession planning and family wealth governance

Maltese Segregated Cell Foundations can provide a practical way to administer different branches of a family or distinct pools of assets within a single legal framework while maintaining statutory separation between them.

Indosuez’s Qian Su recommends alts for diversification in pro-risk stance

Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.

SWAN Wealth Management launches cross-border video series for Americans moving to Canada

New educational series addresses wealth preservation strategies, charitable giving, trusts, investments and estate planning before relocation

Valais Cantonal Bank: Half-year results 2026

Assets under management rose by 4.3% to a total of CHF 19.1 billion.

RBC Wealth Draws $1.6B Dallas-Based Team from Stifel

The team cited RBC's resources, credit and lending solutions and Echelon wealth management platform as factors in their decision to join the firm.

SC Bank Korea rolls out new incentives for private banking clients

The bank said first-time customers who qualify for its private banking service will receive a one-time bonus of 1 million won.

HLB Private Bank to Launch Two Global Equity and Credit Funds

The new offerings will extend access to assets traditionally concentrated among institutional investors.

Presentation of the 2026 half-year results for the Julius Baer Group

Gross margin rose to 87 basis points (bp) (H1 2025, underlying: 83 bp) following exceptionally high client activity in first quarter

UBP: first-half profit up 40.4%

The increase mainly reflects the positive trend in financial markets since the start of the year, as well as the performance of the Bank's management solutions and funds.

Aberdeen Adviser streamlines platform onboarding

Aberdeen Adviser said the integration should improve data quality and reduce unnecessary administration when clients open an account, make a top-up or transfer assets.

Berenberg: These are the results of the special investigation

More interesting than the figures themselves are the findings of the external special audit: Management had apparently gone too far with "balance sheet manipulation."

DZ Privatbank Switzerland expands its General Management

The subsidiary of DZ Privatbank AG in Frankfurt currently employs nearly 120 people in Zurich.

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Wealth and Asset Management