Managers of Wealth

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.

Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms

Equity Uplift initiative recognized for helping advisors build more scalable, transferable, and valuable practices

JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

Asset Class supports fundraising, digital onboarding, investor portals, portfolio reporting and fund administration integrations.

Quilter raises forecast for Monthly Income Portfolios for sixth consecutive year

The increase follows another strong year of income delivery.

MIGA, Deutsche Bank Partner to Increase Trade Finance in Frontier and Emerging Markets with EUR 1 Billion Guarantee Platform

The platform represents a significant milestone for MIGA as its first standalone, programmatic trade finance portfolio guarantee platform with a global commercial bank.

Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets

This partnership brings the firm’s total client assets to more than $158.2 billion.

Caroline Primrose and Jeremy Vaughan recognised in Spear's 500

The Spear's 500 is widely regarded as one of the leading guides to wealth management professionals serving high-net-worth individuals and families.

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Wealth and Asset Management