Wealth and Asset Management

Wealth and Asset Management

Santander named the World’s Best Bank by Euromoney

July 17, 2026

Banco Santander has been named the World's Best Bank by Euromoney in its prestigious ‘Awards for Excellence’, recognising the Group's transformation into a simpler, stronger and more connected global bank, underpinned by record results, disciplined capital allocation and sustained investment in technology and global platforms.   The award reflects Santander's strong performance over recent years, […]

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Wealth and Asset Management

Julia Dziegiel shortlisted in Citywealth's Future Leaders Awards 2026

July 17, 2026

We are thrilled to announce that Julia Dziegiel, Trust Officer in Private Client has been shortlisted for 'Trust Officer of the Year' in Citywealth's Future Leaders Awards 2026.    The awards champion young professionals in the wealth sector and highlight the leaders under forty of today and tomorrow.    The philosophy of the contest is […]

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Wealth and Asset Management

ZKB achieves a premiere in the fund business

July 17, 2026

Zurich Cantonal Bank (ZKB) is the first provider to launch an index fund tracking the new SMI Equal Weight Index from SIX.    The investment product aims to broaden the diversification of Swiss equity investments and significantly reduce the dominance of the three heavyweights Nestlé, Novartis, and Roche.   Zurich Cantonal Bank is expanding its […]

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Wealth and Asset Management

Wealth management assets reach £1.24tn as MPS demand rises

July 17, 2026

The UK discretionary wealth management market reached £1.24tn in assets under management at the end of 2025, as adviser demand for model portfolios continued to grow.   Research from Platforum found that wealth managers are increasingly attracting business through third-party financial advisers outsourcing investment management, rather than relying solely on their own private clients.   […]

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Wealth and Asset Management

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

July 17, 2026

Success for professional sports people is gauged not only by talent and determination but also by their ability to navigate a career in which uncertainty is a given.   For competitive – and risk-taking – individuals the financial rewards vary dramatically from one tournament to the next.   It's not uncommon for a player to […]

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Wealth and Asset Management

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

July 17, 2026

 Suntera Global has been selected as one of the top five firms in the running for ‘Trust Company of the Year (large)’ by the STEP Private Client Awards.   The Awards, which will take place at the London Hilton on Park Lane on 17th September, are one of the most prestigious and widely recognised within […]

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Wealth and Asset Management

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

July 17, 2026

What's next for Julius Baer? The asset manager will present its half-year figures next Tuesday. Was the record result of the first few months the start of a sustainable turnaround?   The grace period is  over: When Julius Baer presents its half-year figures next Tuesday, particular attention will be paid to CEO Stefan Bollinger . […]

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Wealth and Asset Management

Indivisible Partners Welcomes FMB Wealth Management to Its Growing Advisor Network

July 16, 2026

Indivisible Partners has announced that FMB Wealth Management, a Westlake Village, California-based wealth advisory firm, has joined its platform.   FMB was co-founded by Debbie and Tom Fields in 1994, and following Tom's passing in 2018, Debbie led the firm as CEO for eight years, growing it into a $800 million practice. She established FMB […]

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Wealth and Asset Management

CaixaBank releases platform capable of integrating payment services and business management

July 16, 2026

CaixaBank has added a new advanced payment solution to its service offer for businesses, which goes far beyond simply processing payments.   This is a technological platform designed by Comercia Global Payments, a company specializing in business solutions partly owned by the multinational Global Payments and CaixaBank, which, in addition to managing card transactions, is […]

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Wealth and Asset Management

Morgan Stanley Second Quarter 2026 Earnings Results

July 16, 2026

Morgan Stanley has reported net revenues of $21.3 billion for the second quarter ended June 30, 2026 compared with $16.8 billion a year ago. Net income applicable to Morgan Stanley was $5.6 billion, or $3.46 per diluted share, compared with $3.5 billion, or $2.13 per diluted share, for the same period a year ago.   […]

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Wealth and Asset Management

Union Bancaire Privée: Business results for the first half of 2026

July 16, 2026

Union Bancaire Privée recorded strong growth in net profit of 40.4% to CHF 169.4 million.  Net profit as of the end of June 2026 showed strong growth of 40.4% to CHF 169.4 million compared to the previous year's figure of CHF 120.7 million. Assets under management reached CHF 193.5 billion, an increase of CHF 9.0 […]

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Wealth and Asset Management

Partners Group provides business update and reports record fundraising in H1; reconfirms full-year guidance

July 16, 2026

USD 16 billion in new client commitments received in H1 2026 USD 9 billion invested and USD 9 billion realized in a complex environment USD 26-32 billion in expected gross new client demand confirmed for full-year 2026 Partners Group received USD 16 billion in new commitments from its global client base in H1 2026, bringing […]

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