Managers of Wealth

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

Morgan Stanley wealth management boosted by SpaceX millionaires

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

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.

Wealth manager expands with heartland region moves

The deals come after the businesses joined Fairstone’s downstream buyout programme in 2024, which allows owners to work with the company and grow operations while planning for a sale.

Unlocking Profitable Growth Through Scalability in Wealth Management

While less than half are achieving consistent scale, the link between scale and profitability is clear.

Groupe Banque Richelieu reaches €11 billion in assets under management and displays remarkable financial strength

This momentum paves the way for ambitious development in the years to come.

Rathbones warns business owners at risk on pensions

One of the UK's leading wealth managers submits evidence to the Pensions Commission to highlight challenges faced by the self employed

DBS Plans to Push Retail and Wealth AUM Past S$1 Trillion

DBS is using generative and agentic AI to streamline onboarding, improve portfolio tools and reduce manual work.

J.P. Morgan Payments contributions to firm-wide Q2 2026 earnings

Payments business reported $5.3B in quarterly revenue, up 12% year-over-year.

Brookfield eyes further Singapore acquisitions after investing close to S$900 million

It is targeting value-add opportunities to generate higher returns through repositioning and active asset management

Citigroup Second Quarter 2026 Results and Key Metrics

Net income was $5.8 billion, compared to $4.0 billion in the prior-year period, driven by higher revenues and a lower provision for credit losses, partially offset by higher expenses.

Apollo Funds Complete Acquisitions of Emerald and Questex, Creating a Scaled, B2B

Experiential Events and Media Platform Positioned to Drive Sustained, Long-Term Growth Announces Additional Executive Leadership Team Appointments

Northern Trust AM launches Shariah equity index strategy

The strategy builds on NTAM’s experience of Shariah-compliant investing where it currently manages US$1.2 billion in the MSCI World Islamic M-Series Index, via segregated mandates.

RBC Wealth Management reveals impact of longevity on financial planning

Fifty-seven per cent say that having a clear sense of purpose motivates them to stay financially disciplined, while half (53%) agree that it gives them the drive to take care of both their health and finances.

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.

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Wealth and Asset Management