Managers of Wealth

Prudential Hong Kong expands headquarters across Swire Properties’ towers

There would be a “double-digit percentage increase in floor area following the office consolidation”, according to a Swire Properties spokesman.

Wealth manager expands in North East heartland

Fairstone has bought Sunderland-based Grainger Financial Planning and Riverstone Wealth Management, which is based in Morpeth, in Northumberland.

Standard Chartered and HSBC execute first live tokenised deposit transaction on Swift’s blockchain-based ledger

Milestone signals next step for cross-border payments as regulated deposits issued by banks are connected through Swift’s digital blockchain-based ledger

LGT reports strong net new asset growth and significant increase in profitability in first half of 2026

In the first half of 2026, global financial markets remained resilient despite geopolitical tensions and economic uncertainty, delivering positive returns overall amid heightened volatility.

Trust overtakes fees when investors choose wealth managers

The study of 1,000 US consumers with at least $20,000 in investable assets found trust and reputation ranked ahead of fees, pricing and other traditional considerations.

Singapore wealthtech platform Keenai partners with Fullerton Fund Management

Fullerton Fund Management will provide the new wealthtech platform with SGD-denominated investment strategies.

Jake Baumann named to Forbes Best-in-State Next-Gen Wealth Advisors list

The ranking recognizes financial advisors 40 and younger who have at least four years of experience and is based on assets under management, revenue trends and compliance records.

Wrexham AFC names Royal Bank of Canada (RBC) as Official Bank Partner and Back-of-Kit Sponsor

Ranked among the world's 100 most valuable brands for 20 consecutive years and as Canada's most valuable brand, RBC is a long-standing supporter of global sports and entertainment.

Lombard Odier reports 2026 half-year results

Half-year operating income increased 9% year on year to CHF 740 million.

Customer trust strengthens PostFinance

The growth of fixed-interest investment products was particularly encouraging, with a volume increasing by CHF 2.1 billion.

Why the family office model fits today’s complex wealth needs

A good governance arrangement is not a straightjacket: it’s a living thing that adapts as the family develops.

ABN AMRO main partner of Yayoi Kusama exhibition at Stedelijk Museum Amsterdam

This includes opening up access to art and culture for children for whom this is not a given.

West Coast Community Bank Launches Private Banking Division Serving Silicon Valley and the Peninsula

Through dedicated relationship managers, private banking clients will have access to tailored banking solutions backed by local decision-making and relationship-based service.

Wealth managers shift towards lower equity exposure, FCA finds

At the same time, the share of clients in portfolios with 40%-60% equity exposure rose from 24.5% to 27.9%.

IQ-EQ’s Pete Unwin on the new era of Gulf family wealth

As regional wealth passes between generations, family offices are trading informality for governance, diversification and professional management, says Pete Unwin, head of Private Wealth and Family Office, Middle East at IQ-EQ

EFG International announces sale of Harris Allday

Harris Allday is part of EFG Private Bank Ltd., EFG International’s UK subsidiary.

Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominantly in the Midlands.

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Wealth and Asset Management