Managers of Wealth

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.

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

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.

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

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

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

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.

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

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.

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.

Appenzeller Kantonalbank with slightly less profit

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

Bergos : Successful First Half Of 2026

Despite a challenging market environment, Bergos further strengthened its market position and generated important growth momentum.

Investec appointed as Joint Corporate Broker to RS Group plc

This announcement builds on our team’s strong momentum in 2026, following recent appointments as adviser to Telecom Plus, Eurowag, and Shawbrook Group and we now proudly advise 52 FTSE 350 clients.

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Wealth and Asset Management