Managers of Wealth

Introducing Q3: New Longevity report by RBC Wealth Management reveals how 45-75 year olds are redefining later life

RBC Wealth Management is responding to this new reality with dedicated research and expert insight, shedding light on the opportunities and challenges facing clients whose lives may well extend to 100 years and beyond.

CrediaBank enters strategic partnership with BNP Paribas Asset Management to accelerate Wealth Management growth

The collaboration is designed to strengthen the Bank's advisory capabilities and support the delivery of tailored, high value -added investment solutions that address the evolving needs of its c ustomers .

Citi Impact Fund Commits to Investing $25 Million in Companies Bringing Innovation to Housing Access and Affordability

This commitment is part of Citi’s Blueprint for Housing Opportunity initiative — a $60 billion commitment to enhance U.S. housing affordability and help create and preserve 250,000 units over five years

Citizens Financial Group Reports Second Quarter 2026 Net Income

Sequential NII Growth of 4% and Fee Growth of 8%

Vaduz IAM unveils rare higher-risk fund for newer investors

CIO and CEO Thomas Trauth details the thinking behind the new fund being launched by Vaduz-based IMT Asset Management.

Swiss Wealth Management: A Brand Put to the Global Test

An established Swiss brand alone is not enough to succeed in highly competitive growth markets.

Temenos completes the acquisition of additiv

The founder-led management team will continue to run additiv on a stand-alone basis after closing.

Advisers overseeing billions of pounds to leave St James’s Place

Prospera and Wellesley have both left SJP, according to the FCA’s register

Fairstone adds £183m with North East acquisitions

The firms have now completed their initial partnership periods and become fully part of Fairstone.

Deutsche Bank secures “World’s Best for Research” and Fifth Consecutive “Germany’s Best Investment Bank”

The bank was awarded the prestigious title of "The World's Best for Research," a testament to the quality and impact of its global analysis.

Santander named the World’s Best Bank by Euromoney

Santander is also named the World's Best for Consumer Lending, Latin America's Best Retail Bank, Latin America's Best Investment Bank and Europe's Best Bank for SMEs.

Julia Dziegiel shortlisted in Citywealth's Future Leaders Awards 2026

The philosophy of the contest is to support future leaders who excel at work but who also make an important contribution to society.

ZKB achieves a premiere in the fund business

Zurich Cantonal Bank is expanding its range of passive investment solutions.

Wealth management assets reach £1.24tn as MPS demand rises

Less than half, or 49%, of discretionary wealth management assets are now held in direct private client and charity or institutional portfolios.

Professional help is at hand for staying on course in wealth management

For competitive – and risk-taking – individuals the financial rewards vary dramatically from one tournament to the next.

Suntera Global shortlisted for 'Trust Company of the Year' at STEP Awards

We’re very much looking forward to attending the awards in London and celebrating alongside all the other deserving finalists.

Ahead of half-year results: These five questions are the focus at Julius Baer

Assets under management reached a record high of CHF 528 billion, while revenues benefited from high client activity and improved cost discipline.

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%

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Wealth and Asset Management