Managers of Wealth

LPL Financial Welcomes Shoreline Private Wealth Management

They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.

EFG International Achieves Record Profit and Dividend on Strong Asset Growth in 2025

We are complementing our organic growth with a new series of acquisitions announced over the past 12 months.

ASK Asset & Wealth Management gets SEBI nod for mutual fund operations

ASK plans to offer a range of products including active equity, passive strategies, hybrid, and fixed-income funds.

Lisa Detanna Ranked #1 in California on Forbes’ Top Women Wealth Advisors Best-in-State

Lisa Detanna Recognized in Forbes 2026 List of America’s Top Women Wealth Advisors

Savings Bank Schaffhausen increases its customer deposits, loans and investment business.

The market environment was characterized by the reduction of the SNB's key interest rate to 0 percent, which led to lower net interest margins.

Ascentis Wealth Management Welcomes Ascentis Family Wealth

Ascentis Family Wealth to team with Advisory Services Network for operations solutions and compliance support

Beyond the US giants: What earnings are really telling investors

For market analysts, it’s a time to judge whether corporate profits and revenues are beating or missing their expectations.

EFG to partner with Capital Group to enhance investment solutions offering and opportunities

EFG’s clients will gain access to a wide range of Capital Group’s leading investment solutions tailored to their goals and risk profile.

Nuveen to acquire Schroders for $9.9 billion in cash

The Combined Group will operate with significant scale and capabilities in the world’s largest financial centers with a presence in more than 40 markets in total.

Pictet and Tretor enter strategic partnership for the long-term development of the Swiss accounting services industry

The group will actively add further partners who share the values of highest quality, sustainable development, and strong local client relationships

Migros Bank 2025: Strong result in a challenging environment

Migros Bank relies on a stable refinancing structure to support the growth of its customer loans.

Head of Private Clients at Investec Bank recognised at Citywealth IFC Awards

The award recognises the quality and consistency of service delivered to private clients across the islands, underpinned by a highly personalised, relationship-led approach.

Aargau Cantonal Bank earns significantly less

Annual profit amounted to CHF 197.2 million, a 21.5 percent decrease compared to 2024.

Indosuez Wealth Management finalizes the integration of Thaler Bank

All clients now benefit from a continuum of enhanced services, the Group's strength, its international network, and its wealth management, structuring, and financing capabilities.

Swiss wealth management major Banque Pictet opens SA office as African wealth surges

Swiss private bank targets rising millionaire class and cross-border investment flows

DWS Appoints Australia Head of Real Estate

Taylor has nearly 20 years of experience in investment and portfolio management.

Asia’s next generation, globally-educated and financially-literate, are taking control of their wealth

Wealth management providers are thus taking a step back, allowing younger clientele to “call the shots

StepStone Group partners with Utmost, unlocking private market diversification and growth potential for British savers

StepStone leverages a global perspective on private markets and relationships with a range of experienced investment managers across different investment strategies.

Private market strategies seek core portfolio status

The morning in-flight conversations are far from perfunctory. T

Asia’s next generation, globally-educated and financially-literate, are taking control of their wealth

Wealth management providers are thus taking a step back, allowing younger clientele to “call the shots,” and instead engaging them in “healthy, intellectual discussions” on finance.

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Wealth and Asset Management