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Wealth and Asset Management

07/29/2026

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.

07/29/2026

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.

07/29/2026

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.

07/29/2026

Q2: 2026 DWS Delivers Significant Growth in Assets under Management, Record H1 Net Flows and Financial Results

The company increased management fees and total revenues while keeping costs stable, resulting in higher profit before tax and net income as well as an improved Cost-Income Ratio compared to H1 2025.

07/29/2026

Deutsche Bank reports record second-quarter post-tax profit of € 1.9 billion

Profit before tax rose 11% year on year to € 2.7 billion.

07/29/2026

Taiwan’s ultra-wealthy turn to Singapore for succession, regional expansion

Industry professionals in Singapore say inquiries from Taiwanese families have accelerated over the past year.

07/28/2026

BBH recognized as a top-tier ETF administrator in Global Custodian Survey

BBH’s ETF technology and innovation recognized in 2026 ETF Administration Survey

07/28/2026

Revolut empowers retail investors with institutional grade private markets access

Traditionally, private markets have been utilised by institutional investors aiming to capture long-term growth and greater portfolio diversification.

07/28/2026

Lombard Odier: Swiss Tradition, Asia’s Next Generation

We are a pure play wealth and asset manager, meaning we have no investment banking arm, ensuring our advice remains unbiased and aligned purely with our clients’ interests.

07/28/2026

Obwalden Cantonal Bank reports pleasing half-year results

The bank posted a net profit of CHF 6.88 million for the first half of the year.

07/28/2026

Barclays Publishes Interim 2026 Results and Sets Out Investor Engagement Programme

The bank confirmed that the interim figures do not constitute statutory accounts but are prepared on a basis consistent with its previously published audited financial statements.

07/28/2026

Sun Life launches Private Wealth platform targeting high-net-worth clients

Clients can access premium offerings and specialists such as premier medical and family concierge services. 

07/28/2026

From Overload to Focus: UBP’s Digital Detox Session

As a former marketing and communications professional, Mario Sgarella described how constant connectivity can fuel ‘Zoom fatigue’ and dopamine‑driven scrolling for social validation.

07/28/2026

AMCAP Launches 'Agentic AI' Platform, Betting Conversational Intelligence Will Reshape Wealth Management

At the core of AMCAP Agentic AI is a multi-agent orchestration architecture capable of autonomous perception, market signal cross-verification, and execution.

07/28/2026

Corient Continues to Expand in New York with Addition of Seven Bridges Advisors

Established multi-family office and wealth manager with approximately $5 billion in client assets to join Corient

07/27/2026

Global forces reshaping modern succession and wealth transfer

This in turn is greatly increasing the demands on advisors and wealth owners to plan effectively for the transfer of assets across generations in this changing environment.

07/27/2026

HLB Private Bank debuts two private market funds

The Private Markets Evergreen Income Fund is touted as having a "robust defensive framework."

07/27/2026

SSW Law & Beyond ranked Band 1 in Chambers High Net Worth 2026

The ranking highlights the firm’s ability to combine tax and succession planning expertise in advising clients in Poland and across Central and Eastern Europe.

07/27/2026

OCBC has expanded its invite-only GENesis programme to include the children of high-net-worth customers in Hong Kong.

Recognising the role that the next generation will play in stewarding family wealth, the GENesis programme places a strong emphasis on entrepreneurship and lays a foundation for family conversations around succession and legacy planning.

07/27/2026

BlackRock’s Stephen Gough: Fixed income is in a ‘golden age’

Asian bonds offer attractive yields, diversification and robust credit fundamentals, BlackRock’s Stephen Gough tells FSA.

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Expanded recognition in 2026 Chambers High Net Worth guide for our global Private Client & Trusts team

07-24-2026

UOB: HK is an important gateway to bank’s wealth management push

07-24-2026

TEAM appoints wealth manager to serve Singapore’s domestic market

07-24-2026

Liontrust reports ‘stronger position’ with £4.7bn rise in AuMA

07-24-2026

Tax reform needed to boost growth in Scotland

07-24-2026

Leonteq returns to profitability in H1 2026

07-24-2026

Temenos Named One of World’s Top Fintech Companies by CNBC

07-28-2026

Influencer Jake Paul launches family office with former Strive exec as CEO

07-24-2026

EFG expands to Bern

07-31-2026

CaixaBank reorganises its Wealth Management division and appoints Juan Llamas as new Head

07-31-2026

Drew Grider Named No. 26 on Forbes Best-In-State Wealth Advisors 2026 List for the Chicago Suburbs

07-31-2026

RBC Snags UBS Team Managing $1.5 Billion in Florida

07-31-2026

LGT Wealth Management strengthens Leeds team with senior appointment

07-31-2026

Wealth planning in a changing tax landscape

07-31-2026

BDM Wealth Management Appointed Corporate Advisor to UK Neobank Lunor Pay

07-31-2026

Why the next generation matters in future-proofing wealth planning

07-31-2026

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