Managers of Wealth

Indosuez’s Qian Su recommends alts for diversification in pro-risk stance

Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.

SWAN Wealth Management launches cross-border video series for Americans moving to Canada

New educational series addresses wealth preservation strategies, charitable giving, trusts, investments and estate planning before relocation

Valais Cantonal Bank: Half-year results 2026

Assets under management rose by 4.3% to a total of CHF 19.1 billion.

RBC Wealth Draws $1.6B Dallas-Based Team from Stifel

The team cited RBC's resources, credit and lending solutions and Echelon wealth management platform as factors in their decision to join the firm.

SC Bank Korea rolls out new incentives for private banking clients

The bank said first-time customers who qualify for its private banking service will receive a one-time bonus of 1 million won.

HLB Private Bank to Launch Two Global Equity and Credit Funds

The new offerings will extend access to assets traditionally concentrated among institutional investors.

Presentation of the 2026 half-year results for the Julius Baer Group

Gross margin rose to 87 basis points (bp) (H1 2025, underlying: 83 bp) following exceptionally high client activity in first quarter

UBP: first-half profit up 40.4%

The increase mainly reflects the positive trend in financial markets since the start of the year, as well as the performance of the Bank's management solutions and funds.

Aberdeen Adviser streamlines platform onboarding

Aberdeen Adviser said the integration should improve data quality and reduce unnecessary administration when clients open an account, make a top-up or transfer assets.

Berenberg: These are the results of the special investigation

More interesting than the figures themselves are the findings of the external special audit: Management had apparently gone too far with "balance sheet manipulation."

DZ Privatbank Switzerland expands its General Management

The subsidiary of DZ Privatbank AG in Frankfurt currently employs nearly 120 people in Zurich.

InvestGB Strengthens Strategic Relationship with Ares Wealth Management Solutions

InvestGB affirmed that infrastructure investments have become one of the most compelling asset classes for institutional and private capital.

Ogier advises MASECO on its acquisition by US wealth manager Creative Planning

The acquisition will add 123 employees and more than US$5 billion in assets under management to the firm.

Cazenove Capital publishes its first 2025 Sustainability and Impact Report for the Impact Growth Strategy

By combining a disciplined investment process with a focus on real-world outcomes, we aim to demonstrate how capital can play a powerful role in building a more inclusive, resilient and sustainable future.

New York financial experts establish AI hedge fund in Zug

The boutique firm combines fundamental stock analysis with proprietary AI models to generate its own investment assessments.

Fidelity Investments Expands Institutional Separately Managed Account (SMA) Lineup for Wealth Management Firms

New custom SMA strategies leverage investment capabilities of Fidelity’s enhanced and fundamental lineups while offering personalization and tax management

CIMB unveils private wealth proposition for ASEAN clients

As per The Business Times, the group intends to roll out the private wealth business in Singapore and Thailand before year-end.

Gold beyond the cyclical narrative – Schroders

The case for gold is structural not cyclical, according to James Luke, lead manager of the Schroders Global Gold fund.

Delen Private Bank acquires Dutch wealth manager Van Lanwick & Co.

The Belgian bank aims to finalise the transaction within the year, subject to regulatory approval.

Alpaca and Broadridge Announce Governance Solution for Tokenized Securities

Broadridge enables proxy voting, investor communications, and voting entitlement reconciliation across Alpaca’s platform

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Wealth and Asset Management