Managers of Wealth

Fairstone adds £183m with North East acquisitions

The firms have now completed their initial partnership periods and become fully part of Fairstone.

Deutsche Bank secures “World’s Best for Research” and Fifth Consecutive “Germany’s Best Investment Bank”

The bank was awarded the prestigious title of "The World's Best for Research," a testament to the quality and impact of its global analysis.

Santander named the World’s Best Bank by Euromoney

Santander is also named the World's Best for Consumer Lending, Latin America's Best Retail Bank, Latin America's Best Investment Bank and Europe's Best Bank for SMEs.

Julia Dziegiel shortlisted in Citywealth's Future Leaders Awards 2026

The philosophy of the contest is to support future leaders who excel at work but who also make an important contribution to society.

ZKB achieves a premiere in the fund business

Zurich Cantonal Bank is expanding its range of passive investment solutions.

Wealth management assets reach £1.24tn as MPS demand rises

Less than half, or 49%, of discretionary wealth management assets are now held in direct private client and charity or institutional portfolios.

Professional help is at hand for staying on course in wealth management

For competitive – and risk-taking – individuals the financial rewards vary dramatically from one tournament to the next.

Suntera Global shortlisted for 'Trust Company of the Year' at STEP Awards

We’re very much looking forward to attending the awards in London and celebrating alongside all the other deserving finalists.

Ahead of half-year results: These five questions are the focus at Julius Baer

Assets under management reached a record high of CHF 528 billion, while revenues benefited from high client activity and improved cost discipline.

Indivisible Partners Welcomes FMB Wealth Management to Its Growing Advisor Network

California firm rooted in perseverance and purpose joins Indivisible platform to expand client capabilities

CaixaBank releases platform capable of integrating payment services and business management

This new solution provides businesses with a flexible, scalable and customized tool, which makes both the experience of the customer when making payments and the day-to-day running of the business so much easier.

Morgan Stanley Second Quarter 2026 Earnings Results

Morgan Stanley Reports Net Revenues of $21.3 Billion, EPS of $3.46 and ROTCE of 26.6%

Union Bancaire Privée: Business results for the first half of 2026

This growth was primarily driven by the positive performance of the financial markets since the beginning of the year and the performance of the bank's managed mandates and investment funds.

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.

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.

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.

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.

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.

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

Morgan Stanley wealth management boosted by SpaceX millionaires

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

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Wealth and Asset Management