Wealth and Asset Management

Wealth and Asset Management

The 4 portfolios of wealth management

July 3, 2026

Today’s clients want more than investment advice.   Research shows that consumers want comprehensive, holistic financial guidance. They understand that no single advisor can be an expert in every area of wealth management, but they want a trusted partner who can coordinate the expertise, identify the opportunities and connect the dots.   Most clients are […]

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Wealth and Asset Management

UBS gears up to pilot US banking services for wealthy clients – report

July 3, 2026

UBS is reportedly preparing to pilot day-to-day banking services for employees in the US within the coming months with an aim to build a full-service bank for affluent American clients by the middle of next year.     According to sources cited by the Financial Times, the Swiss bank could start opening accounts for US staff […]

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Wealth and Asset Management

Job cuts at Fisch: "We need to become a true boutique again"

July 3, 2026

Fisch Asset Management is cutting a quarter of its workforce and fundamentally restructuring its organization. CEO Torsten von Bartenwerffer explains why the company is deliberately downsizing after years of growth.   Fisch Asset Management is undergoing one of the most profound restructurings in its corporate history. Around 15 full-time positions – roughly a quarter of […]

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Wealth and Asset Management

Julius Bär to loosen client ban as Benko clean-up nears end

July 3, 2026

The Swiss wealth management firm Julius Bär Group is moving toward a restoration of normal business after more than two years dealing with the fallout from losses linked to Austrian property tycoon Rene Benko.    After winding down business lines, laying off staff and combing through their client book, executives at the Zurich-based bank are […]

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Wealth and Asset Management

Stuart Beaver named Best Financial Planner at EISA Awards 2026

July 3, 2026

Cazenove Capital's Stuart Beaver has been named Best Financial Planner at the Enterprise Investment Scheme Association (EISA) Awards 2026, in recognition of his outstanding contribution to financial planning and support for UK entrepreneurs.   The award, which is voted for by industry peers rather than entered through a formal submission process, reflects the high regard […]

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Wealth and Asset Management

7IM pledges ‘genuine value’ for advisers in multimillion growth plans

July 2, 2026

Wealth manager and platform provider 7IM has set itself an ‘overriding ambition’ to grow its partnerships with financial planners as it celebrates its 25th anniversary.   Speaking to FT Adviser after his promotion to chief distribution officer for 7IM, Chris Justham said the company has always “been rooted” in providing solutions and “exceptional service” to […]

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Wealth and Asset Management

Nairobi to Host Forum on Wealth Management and Family Office Investment

July 2, 2026

Nairobi will host the Capital & Legacy Forum in November as Africa's private wealth industry undergoes a period of rapid evolution, driven by the growth of family-owned businesses, rising entrepreneurial wealth and increasing cross-border investment across the continent. The forum will convene high-net-worth individuals (HNWIs), ultra-high-net-worth (UHNW) families, family offices, institutional investors and wealth management […]

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Wealth and Asset Management

Bell Financial launches private wealth manager

July 2, 2026

Bell Financial Group has launched a private wealth management service as part of a digital transformation push for the business.   Bell Potter Private Wealth will be a comprehensive wealth management service providing advisers and clients greater visibility, control and flexibility across their investments.   It will also expand access to a full suite of […]

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Wealth and Asset Management

Silvercrest Asset Management Group Named to Inaugural CNBC Elite Advisors List of Top Ultra-High-Net-Worth Wealth Management Firms for 2026

July 2, 2026

Silvercrest Asset Management Group LLC has announced that the firm has been named to the inaugural CNBC Elite Advisors list for 2026.   CNBC's inaugural Elite Advisors list recognizes 25 of the nation's leading investment advisors serving ultra-high-net-worth individuals and family offices, distinguished by their ability to manage significant wealth while partnering with clients to […]

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Wealth and Asset Management

SNB sees Swiss banks well placed to face challenges, UBS well capitalised

July 2, 2026

The Swiss National Bank said on Thursday that UBS is so well capitalised that it already meets proposed tougher capital requirements at the heart of efforts to strengthen banking rules after Credit Suisse's collapse in 2023.   After UBS acquired its fallen rival, authorities moved to impose stricter rules on Switzerland's last remaining global bank […]

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Wealth and Asset Management

DBS, Samsung Securities to Partner on Wealth Management in Asia

July 2, 2026

Singapore's DBS Group and South Korea's Samsung Securities are joining forces to beef up their wealth management offerings across Asia.   The two financial institutions signed a memorandum of understanding to form a partnership in wealth management, allowing their clients to diversify across markets, DBS said Thursday.   "As Asia cements its place as a […]

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Wealth and Asset Management

643 Ameriprise Financial Advisors Named to the Forbes “Best-in-State Wealth Advisors 2026” List

July 2, 2026

Ameriprise Financial, Inc. has announced that 643 of the firm’s financial advisors have been named to the Forbes “Best‑in‑State Wealth Advisors 2026” list.   The annual ranking recognizes top advisors across the country based on a range of criteria, including providing an end-to-end client experience, client impact and retention, ethical standards, professionalism and business success.  […]

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