Managers of Wealth

Deutsche Bank reports record first-quarter post-tax profit of € 2.2 billion

Post-tax profit rose 8% year on year to a quarterly record of € 2.2 billion.

Q1 2026: DWS With Solid Start into the Year

Year-on-year, DWS achieved significant improvements across its key metrics – including revenues, costs, profit before tax, net income, Cost-Income Ratio and Assets under Management.

Nordea AM receives €1bn ESG-focused covered bond mandate

Agreement with ABN AMRO Investment Solutions

St James's Place assets rise amid steady net inflows in Q1

The net result reflects GBP5.23 billion in gross inflows, up from GBP5.14 billion a year before, and a retention rate of 95.3%, up from 95.0%.

Alltrust to acquire Phoenix Wealth Family Suntrust schemes

The firm also plans to reopen the proposition to new business for the first time in several years, supported by investment in its technology, governance and service capabilities.

Santander adds eight million customers, with revenue up 4%, costs down 3% and underlying EPS increasing 17%

Underlying results exclude non-recurring items and perimeter changes, which in this quarter consist of the capital gain from the sale of Poland, providing a consistent view of operating performance and enabling like-for-like comparison between periods.

Record gold prices continue to shift demand dynamics

Physically-backed gold ETF demand remained positive in Q1: holdings increased by 62t, largely supported by continued strength across Asian-listed funds, which added 84t over the quarter.

Julius Baer is ‘Guernsey’s best large business’

These are provided by qualified teams working in Guernsey, out of offices at Admiral Park – the heart of Guernsey’s finance sector.

Ticino private bank increases assets under management and earns more

Client assets on a consolidated basis grew to CHF 15.9 billion, increasing by CHF 2.5 billion across all group companies.

Credem accelerates innovation and advanced WM: AI and customer relationship platforms

Credem has therefore developed a customized platform that analyzes customer portfolios daily, integrating advanced metrics and operational suggestions for the banker.

Innovation built to scale at Objectway’s OWIN26

The industry gathering targeted the complexities that arise with digital growth in wealth management, with an agenda featuring a number of high-profile Objectway success stories.

Broadridge Transforming Financial Literacy in Ireland Through AI-Powered Communication

Helping Irish savers better understand investment products, Broadridge is developing innovative language simplification technology

Bank of Singapore strengthens Family Office and Wealth Advisory senior bench to support Ultra-High-Net-Worth push

The growth trajectory is projected to accelerate.

Amid rising competition, wealth management providers can score with investment insights

For starters, investors today want their financial tools and advice to be tailored to their needs.

How Digital Assets Are Shaping the Future of Wealth Management

From tokenisation to real-time transparency, digital assets are expanding the toolkit of modern wealth management.

Investment Management for HNW Families: How to Build a Robust Family Wealth Programme

Consequently, investment management for HNW families involves far more than traditional portfolio practices such as asset allocation and performance monitoring.

Sumitomo Mitsui Trust Bank and Hunter Point Capital Form Long-Term Strategic Partnership

With HPC’s support, SMTB also intends to explore the development of a Japan-focused GP stakes strategy aimed at capturing the expanding universe of independent asset managers in Japan and meeting the region’s growing demand for private market

Q1/2026: Good Start to the Year – Proven Business Model in Volatile Times, Structural Growth as Expected

As the headwind from the treasury result subsided, growth in net revenue including treasury result accelerated to 9 percent.

Lombard Odier earns dual recognition at the PWM Wealth Tech Awards 2026 for its next-generation digital platforms

This recognition celebrates the collaborative effort across Lombard Odier to design and refine G2 and My LO, our flagship banking and e-banking platforms.

Private banks should chase founders, not liquidity

The founders who will control the next generation of capital are, right now, invisible to the institutions that will eventually compete for them.

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Wealth and Asset Management