Wealth and Asset Management Archives - Page 10 of 1494

French wealth manager for Americans living in Europe opens New York office

August 24, 2026

French wealth manager Levitt Capital Management – which provides services for US citizens living in Europe – has opened its first New York office. The firm’s New York office in the Rockefeller Center gives the wealth manager a US base to meet with prospective and existing clients, as well as other professionals based in […]

Wealth and Asset Management

Kingsford Wealth Management merges with Dragon Wealth

August 24, 2026

A new chapter is beginning for a Knutsford wealth management firm after a merger with another company in town. Kingsford Wealth Management, based in Bexton Road, has now merged with Dragon Wealth, whose offices were based in King Street. The merger has now brought the two companies together under one roof at the […]

Wealth and Asset Management

Hypothekarbank Lenzburg increases group profit in the first half of 2026

August 21, 2026

In the first half of 2026, Hypothekarbank Lenzburg increased its consolidated profit by 16 percent to CHF 9.1 million. Commission income from investment activities rose by 3.4 percent, while operating expenses decreased by 4.3 percent. In the second half of 2026, the bank's focus will include the launch of its own pension funds. […]

Wealth and Asset Management

SNB Group Launches Mastercard’s World Legend Card for Private Banking Clients

August 21, 2026

The launch reflects SNB Group’s continued commitment to delivering innovative banking solutions and exceptional experiences tailored to the evolving expectations of affluent customers. SNB Group, in collaboration with Mastercard, announced the launch of the SNB World Legend Mastercard, becoming the first financial institution in the Middle East and North Africa to to offer Mastercard’s […]

Wealth and Asset Management

UBS Global Wealth Management lifts S&P 500 year-end target to 8,100

August 21, 2026

UBS Global Wealth Management raised its year-end target for the S&P 500 index (.SPX), opens new tab to 8,100, citing a stronger earnings ‌outlook and confidence in sustained profit growth through next year. The wealth management arm of UBS Bank, UBS Global Wealth Management is the newest addition to a growing chorus of global […]

Wealth and Asset Management

GKB significantly increases profit in the first half of the year

August 21, 2026

The Graubünden Cantonal Bank (GKB) closed the first half of 2026 with a consolidated profit of CHF 137.2 million (+18.2%). This positive result confirms its successful positioning as a lending, investment, and pension bank. With CHF 3.0 billion in equity capital, GKB underscores its strong resilience. GKB has recorded its best half-year result […]

Wealth and Asset Management

Clientis Group achieves convincing half-year results: Growth strengthens profitability, profit and substance

August 21, 2026

The most important points in brief Group profit increased significantly by 6.7% year-on-year to CHF 33.5 million, driven by higher net interest income and positive developments in commission and service fees. At the same time, sustained growth continued in the mortgage business and customer deposits. The equity base was further strengthened, underscoring the Group's long-term […]

Wealth and Asset Management

Wealth Enhancement buys Servo Wealth advisory unit

August 21, 2026

Wealth Enhancement has taken over the investment advisory business of Servo Wealth Management, an RIA in Oklahoma City, Oklahoma. Financial terms of the deal remain undisclosed. Servo Wealth Management was established in 2012 by Eric Nelson. The business oversees more than $210m in client assets. Nelson said: “For my clients, joining the […]

Wealth and Asset Management

Wealth Shortlist Update: BlackRock European Dynamic

August 21, 2026

The BlackRock European Dynamic fund was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 20 August 2026. We believe the fund offers investors access to a high-quality, growth-focused fund investing in European companies, backed by one of the most experienced and well-resourced investment teams in […]

Wealth and Asset Management

Santander Expands U.S. Presence with Completion of Webster Acquisition

August 21, 2026

The combination of Santander’s and Webster’s highly complementary businesses creates a leading retail and commercial bank in the United States with an expanded presence in the Northeast. Building on its decades-long commitment to the United States, this transaction demonstrates the significance of the U.S. market to Santander’s growth strategy. The transaction expands Santander’s […]

Wealth and Asset Management

Vontobel is 'reviewing our whole customer lifecycle process'

August 21, 2026

The most important change at Vontobel is the development of technology, according to executive board member Gianpiero Galasso. ‘We are reviewing our whole customer lifecycle process from the onboarding to the prospecting to the reviews to the investment proposal generation.’ The growing use of AI and better use of data will improve how […]

Wealth and Asset Management

Channel Islands and Isle of Man nominees named for Citywealth IFC Awards

August 21, 2026

The list of nominees from the Channel Islands and Isle of Man shortlisted for a Citywealth International Financial Centre Award 2027 has now been released by the judges. The public vote is now open to allow the global private wealth industry to have their say. As many as thirty-six outstanding professionals and over […]

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