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Wealth and Asset Management

07/17/2026

Deutsche Bank secures “World’s Best for Research” and Fifth Consecutive “Germany’s Best Investment Bank”

The bank was awarded the prestigious title of "The World's Best for Research," a testament to the quality and impact of its global analysis.

07/17/2026

Santander named the World’s Best Bank by Euromoney

Santander is also named the World's Best for Consumer Lending, Latin America's Best Retail Bank, Latin America's Best Investment Bank and Europe's Best Bank for SMEs.

07/17/2026

Julia Dziegiel shortlisted in Citywealth's Future Leaders Awards 2026

The philosophy of the contest is to support future leaders who excel at work but who also make an important contribution to society.

07/17/2026

ZKB achieves a premiere in the fund business

Zurich Cantonal Bank is expanding its range of passive investment solutions.

07/17/2026

Wealth management assets reach £1.24tn as MPS demand rises

Less than half, or 49%, of discretionary wealth management assets are now held in direct private client and charity or institutional portfolios.

07/17/2026

Professional help is at hand for staying on course in wealth management

For competitive – and risk-taking – individuals the financial rewards vary dramatically from one tournament to the next.

07/17/2026

Suntera Global shortlisted for 'Trust Company of the Year' at STEP Awards

We’re very much looking forward to attending the awards in London and celebrating alongside all the other deserving finalists.

07/17/2026

Ahead of half-year results: These five questions are the focus at Julius Baer

Assets under management reached a record high of CHF 528 billion, while revenues benefited from high client activity and improved cost discipline.

07/16/2026

Indivisible Partners Welcomes FMB Wealth Management to Its Growing Advisor Network

California firm rooted in perseverance and purpose joins Indivisible platform to expand client capabilities

07/16/2026

CaixaBank releases platform capable of integrating payment services and business management

This new solution provides businesses with a flexible, scalable and customized tool, which makes both the experience of the customer when making payments and the day-to-day running of the business so much easier.

07/16/2026

Morgan Stanley Second Quarter 2026 Earnings Results

Morgan Stanley Reports Net Revenues of $21.3 Billion, EPS of $3.46 and ROTCE of 26.6%

07/16/2026

Union Bancaire Privée: Business results for the first half of 2026

This growth was primarily driven by the positive performance of the financial markets since the beginning of the year and the performance of the bank's managed mandates and investment funds.

07/16/2026

Partners Group provides business update and reports record fundraising in H1; reconfirms full-year guidance

Partners Group's broader suite of evergreen strategies recorded the majority of evergreen inflows in H1, with total evergreen client demand at USD 4.2 billion.

07/16/2026

NatWest Cymru seeks to ‘Power Welsh Ambition’ with investment in new Cardiff head office

NatWest Cymru announce plans to relocate its Welsh headquarters to a new flagship Cardiff office.

07/16/2026

Sanctuary Wealth notches record year as advisor teams chase flexibility

Hybrid RIA pulls in $5.9B in new assets during H1, pushing trailing total to $12.7B.

07/16/2026

Setting a new standard for sustainable buildings: double accolade for Lombard Odier’s new HQ

The dual distinction confirms 1Roof’s position as a new benchmark for sustainable buildings in Switzerland.

07/16/2026

GAM special situations managers cross 5% ownership threshold in Liontrust and build a position in Impax, citing continued engagement and deep undervaluation

It should not be interpreted as a statement of corporate policy or opinion by GAM Investments.

07/16/2026

UBS tries to crack the American market at last

Swiss group wants to be valued as a global wealth manager rather than a European bank but lags far behind Wall St rivals

07/16/2026

Morgan Stanley wealth management boosted by SpaceX millionaires

Investment bank becomes latest to shatter forecasts on back of AI boom

07/16/2026

Netwealth posts record FUA as managed accounts top $30bn

Managed account funds under management also reached a record $30.5 billion, rising 30% over the year after attracting $1.2 billion in quarterly net inflows.

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Standard Chartered PLC confirms the appointment of Manus Costello as Group Chief Financial Officer

07-16-2026

UK Register of Overseas Entities – private trust information now accessible to the public

07-15-2026

Singapore's affluent investors balance AI innovation with human expertise in wealth management

07-15-2026

Introducing Q3: New Longevity report by RBC Wealth Management reveals how 45-75 year olds are redefining later life

07-17-2026

SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)

07-15-2026

St James's Place tumbles as two more appointed representatives leave

07-17-2026

CrediaBank enters strategic partnership with BNP Paribas Asset Management to accelerate Wealth Management growth

07-17-2026

How international families are redefining yacht ownership

07-15-2026

EFG International reports half-year 2026 results.

07-22-2026

AFFLUENTIAL Report Examines How Next-Generation HNWIs Are Reshaping Private Banking

07-22-2026

Invested as One: Northern Trust Grants Employees Company Stock

07-22-2026

Hong Kong Asset Management and Private Equity Outlook

07-22-2026

Berenberg presents its 2025 annual financial results – net profit of €20.2 million

07-22-2026

Macquarie Asset Management Announces Successful Close of Aligned Data Centers Transaction

07-22-2026

XRP Power Launches AI-Driven Digital Asset Platform at Global Financial Forum to Simplify International Wealth Allocation

07-22-2026

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

07-22-2026

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