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Wealth and Asset Management

07/16/2026

Partners Group provides business update and reports record fundraising in H1; reconfirms full-year guidance

Partners Group's broader suite of evergreen strategies recorded the majority of evergreen inflows in H1, with total evergreen client demand at USD 4.2 billion.

07/16/2026

NatWest Cymru seeks to ‘Power Welsh Ambition’ with investment in new Cardiff head office

NatWest Cymru announce plans to relocate its Welsh headquarters to a new flagship Cardiff office.

07/16/2026

Sanctuary Wealth notches record year as advisor teams chase flexibility

Hybrid RIA pulls in $5.9B in new assets during H1, pushing trailing total to $12.7B.

07/16/2026

Setting a new standard for sustainable buildings: double accolade for Lombard Odier’s new HQ

The dual distinction confirms 1Roof’s position as a new benchmark for sustainable buildings in Switzerland.

07/16/2026

GAM special situations managers cross 5% ownership threshold in Liontrust and build a position in Impax, citing continued engagement and deep undervaluation

It should not be interpreted as a statement of corporate policy or opinion by GAM Investments.

07/16/2026

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

07/16/2026

Morgan Stanley wealth management boosted by SpaceX millionaires

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

07/16/2026

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.

07/16/2026

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.

07/16/2026

Unlocking Profitable Growth Through Scalability in Wealth Management

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

07/16/2026

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.

07/15/2026

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

07/15/2026

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.

07/15/2026

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

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

07/15/2026

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

07/15/2026

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.

07/15/2026

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

07/15/2026

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.

07/15/2026

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.

07/15/2026

Appenzeller Kantonalbank with slightly less profit

The cantonal bank felt the pressure on margins significantly in its interest business.

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07-24-2026

TEAM appoints wealth manager to serve Singapore’s domestic market

07-24-2026

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

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Leonteq returns to profitability in H1 2026

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