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Wealth and Asset Management

08/14/2026

Confidence in UK economy hits 21 month-high and spending climbs 2.0 per cent in July, boosted by pubs, cinemas and staycations

Confidence in the strength of the UK economy reached 30 per cent in July – representing a 21 month-high and a six-percentage point improvement on June.

08/14/2026

How ‘inner wealth’ is reshaping financial planning for high-net-worth women

Women are redefining financial freedom and aligning wealth with values—without sacrificing returns. Financial plans must evolve with them.

08/14/2026

Pictet Wealth Management Advises Cutting US Treasuries and Dollar Holdings

Kelvin Tay, the bank's chief investment officer in Asia, said that structurally higher inflation and government deficits reinforce the idea of buying assets that governments cannot print.

08/14/2026

Courting the next generation: How wealth managers are keeping family business assets within the bank

Financial institutions hope sustained engagement will keep these heirs banking with them, just as their parents have.

08/14/2026

UBS upgrades Michael Page to 'buy' on hopes of earnings recovery

The stock has climbed roughly 43% from its April lows but remains down about 14% so far this year, against an average 17% gain for peers.

08/14/2026

Why family meetings are becoming key to UHNW estate planning

Advisors say blending informal gatherings with clear ground rules helps UHNW families discuss legacy, values and wealth transfer

08/14/2026

Osiris forays into Guernsey fiduciary market

The new Guernsey operations will deliver trustee services, corporate administration, private client structuring and family office support.

08/13/2026

Brooks Macdonald and Woven Advice partner to help advice firms put their investment propositions into practice

IFAs have long had access to tools to research and construct a central investment proposition.

08/13/2026

FINMA welcomes the Federal Council’s consultation drafts on the legislative package to strengthen the “too big to fail” framework

In particular, it advocates for the strengthening of instruments with a preventive effect.

08/13/2026

Glarner Kantonalbank reports a successful first half of 2026

The half-year results for 2026 surpassed the already strong second half of 2025.

08/13/2026

Labuan IBFC Inc., ASAS and STEP Malaysia strengthen Islamic wealth planning practices

Joint initiative highlights integrated approaches to wealth planning, succession and cross-border solutions

08/13/2026

Phoenix-based UBS advisor team The Schultz Group recognized on Barron’s Top 250 Private Wealth Management Teams list for second consecutive year

The 2026 Top 250 Private Wealth Management Teams annual ranking spotlight the nation’s best wealth managers and raise standards in the industry.

08/13/2026

Good half-time result for TKB

TKB recorded strong business performance in the first half of the current year.

08/13/2026

Half-year results 2026 Aargau Cantonal Bank

Continued strong growth in customer business and commission success.

08/13/2026

Wealth managers cut fees to win AI’s paper millionaires

The rise of equity-rich tech workers at Anthropic and OpenAI is shifting negotiating power towards client

08/13/2026

TISE Reports H1 2026 Listing Results; Sets Records for Total Number and Value of Listings

The total market value of listed securities reached a record £813 billion at 30 June 2026, an increase of 4.7% YoY.

08/13/2026

Brookfield Corporation Reports 15% Increase in Earnings

Record Fundraising Increases Deployable Capital to $210 Billion

08/13/2026

Merit buys Southern California wealth manager Bridgeway

Bridgeway manages about $900m in assets overall and is ledby long-time partners Matt Dupon, Sean Montgomery and Scott Miller.

08/13/2026

IA Global Financial Services Awards 2026 Winners and Highly Commended revealed

These awards are unique as there is no application process - each company has to be nominated by IA's advisors, brokerage or wealth management readers.

08/13/2026

Eight in 10 fear life chances depend on family wealth as grandparents fund university

Rising university costs are driving greater reliance on the Bank of Grandma and Grandad, with education funding increasingly linked to estate planning.

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