Managers of Wealth

Sanlam Trustees International secures Guernsey licence

The granting of the licence follows the official launch of Sanlam Private Wealth in Guernsey earlier this year.

New platform pools expertise on the Swiss financial center

This will create a platform that brings together diverse perspectives from the Swiss banking sector and strengthens professional exchange.

H1 2026 NatWest Group Results

A summary of our H1 2026 financial results.

HSBC: AI Boom Remains Intact Despite Semiconductor Volatility

South Korean equities, in particular, have experienced heightened volatility, with domestic retail investors buying while foreign investors have been reducing exposure.

Wall Street’s Private Banks Are Vying for AI’s Paper Money Elite

The unparalleled wealth-creation tied to artificial intelligence, particularly in Silicon Valley, is spurring entrepreneurs to seek ways to extract cash before they can, or want to, sell stock.

Record 1 in 3 Dollars Flow into Private Equity Among Ultra-High-Net-Worth Investment Portfolios in Q2 2026

TIGER 21 Member portfolios see private equity widen lead over real estate to a record margin, while cash and equivalents fall to their lowest level recorded by the peer learning network

Forces driving the institutionalisation of UK wealth management

Wealth management is becoming increasingly institutionalised. We examine the key trends driving this shift and what it means for firms and clients.

Half year results for the six months ended 30 June 2026

Solely for the use of members of the media and should not be relied upon by personal investors, financial advisers or institutional investors.

Investcorp Invests in Berger Financial Group

Berger’s management team and financial advisors will continue to be significant owners in the business alongside Investcorp.

LGT Capital Partners prices Legato IV at EUR 405 million

The deal reached a transaction size of EUR 405 million, bringing the total AuM managed through the platform to EUR 1.8 billion.

The broadening of Swiss stocks appeal

This shift could benefit Switzerland’s healthcare and financial firms, two sectors that dominate its largest stock market index.

Schroders plc: Half year results to 30 June 2026 (unaudited)

Strong growth in adjusted operating profit, up 46% year on year to £459.8 million, reflecting improving operating leverage.

Lighthouse Canton unveils dedicated wealth management platform for non-resident Indians

Caters to the cross-border financial needs of globally mobile families

Societe Generale: Results at 30 June 2026

In Q2 26, revenue growth of +4.5%, costs down -4.1%, C/I ratio at 58.6%, cost of risk at 27bps, record Group net income of EUR 1.8bn and ROTE of 12.2%

2026 half-year results: Mirabaud reports an increase in assets under management to CHF 32.4 billion

In addition, the Group recorded an exceptional impact of CHF 11.5 million relating to the resolution of a long-standing matter.

Wealth managers face a new challenger: their clients’ AI chatbots

More wealthy investors are asking AI chatbots like Claude or ChatGPT for financial advice.

RBC Wealth Management Europe to hire more than 70 expert advisers in next phase of growth

Appointments have been made across a number of offices including London, Bath, Cambridge, Marlborough, Bristol and Edinburgh, with further appointments expected in the coming months.

Northern Trust Universe Data: Strong Global Equity Markets Drive Institutional Investor Gains in Second Quarter of 2026

All major institutional plan types posted positive results during the quarter.

Thorntons climbs Chambers High Net Worth rankings with four partners recognised

Thorntons has been ranked among the top private wealth advisers in Scotland in the 2026 Chambers High Net Worth Guide.

Banque Heritage posts solid half-year results in its 40th anniversary year

In the first half of 2026, consolidated net operating income reached CHF 43.8 million, an increase of 9.1% compared with the same period last year.

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Wealth and Asset Management