Managers of Wealth

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.

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.

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.

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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

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.

HLB Private Bank debuts two private market funds

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

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.

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.

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Wealth and Asset Management