Managers of Wealth

EFG International announces sale of Harris Allday

Harris Allday is part of EFG Private Bank Ltd., EFG International’s UK subsidiary.

Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominantly in the Midlands.

Neuchâtel Cantonal Bank defies margin pressure

This represents a turnaround in operating profit compared to the full year 2025. At that time, business profit had still plummeted by a good 18 percent to 78.6 million Swiss francs.

LLB Group reports strong half-year results

This result was driven by higher operating income, lower operating expenses, and broad-based growth.

BANK ZIMMERBERG AG: Gratifying First-Half Result 2026

A rise in commission and service business income to CHF 2.32 million (up from CHF 2.13 million the previous year), combined with strict cost discipline, offset the decline in earnings from interest-related business.

Stratos Continues Expansion Through Strategic Partnership with RPI Financial Life Planners

Stratos Wealth Enterprises is the acquisition and wealth management arm of Stratos Wealth Holdings

Wealth Enhancement snaps up Weinand Financial

Led by financial planner Mike Weinand alongside four support professionals, the firm oversees more than $644m in client assets.

Northleaf closes USD $450 million asset-based fund

The strategy invests in areas including entertainment royalties, legal assets, healthcare receivables and factoring.

Saudi Family Wealth Is Entering Its Governance Decade

As succession pressures, cross-border assets and next-generation expectations converge, Saudi family businesses need structures that preserve control without weakening family identity.

Beyond the sale: turning a business exit into a new beginning

But an exit is not simply an ending. Properly prepared, it should also provide the foundations for what comes next.

Six investor questions for the final months of 2026

Economic surprises have been positive in the first half, in spite of geopolitical headwinds, while inflation has remained largely contained.

Invesco Advances Global Solutions & Custom Strategies Platform

Uniting differentiated investment capabilities to deliver tailored client outcomes

Goldman Sachs Announces Agreement to Acquire LCN Capital Partners

Leading independent triple net lease (NNN) platform across North America and Europe with growth opportunities across products, investor segments, and geographies.

Northern Trust Asset Management Brings Its FlexShares ETFs Under the Northern Trust Brand

Rebrand unifies the firm’s ETF lineup while maintaining investor continuity

SMAs Emerge as Wealth Management's Next Frontier

Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.

Leonteq: Group led by financier acquires 30 percent – extraordinary general meeting

Raiffeisen Switzerland divested its 22.7 percent stake, selling it to H21 Macro Limited and four private investors.

Building wealth with intention: A tax-aware how-to guide

But a thoughtful strategy and the right partner may help strengthen after-tax outcomes over time by managing assets with an eye toward tax efficiency.

Geopolitics and government debt top wealth manager worry list

Corporate bond issuance linked to AI-driven capital expenditure also a concern

NewEdge Wealth Adds Houston Location in Continued Expansion

Experienced Wealth Management Team Anchors the 20th Location for NewEdge Capital’s Ultra High Net Worth Division

Ninety One announces final close of Africa Credit Opportunities Fund 3 at US$404 million

The third vintage in the Emerging Market Senior Credit series reflects continued investor demand for private credit strategies financing businesses and infrastructure across Africa and other emerging markets.

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Wealth and Asset Management