Wealth and Asset Management Archives - Page 64 of 1540

EFG expands to Bern

July 31, 2026

Private bank EFG International is further expanding its presence in Switzerland. However, the expansion into Bern is not being driven from Zurich. EFG International has been present in the canton of Bern for two and a half years: The private bank opened a branch in Gstaad at the beginning of 2024, where a team […]

Wealth and Asset Management

Drew Grider Named No. 26 on Forbes Best-In-State Wealth Advisors 2026 List for the Chicago Suburbs

July 31, 2026

Leelyn Smith has announced that Drew Grider, CFA, President of the firm, has been named to the Forbes Best-In-State Wealth Advisors 2026 list, ranking No. 26 out of 270 advisors evaluated in the Chicago suburbs category. The annual ranking, produced by Forbes in partnership with SHOOK Research, identifies the country's top financial advisors through a […]

Wealth and Asset Management

RBC Snags UBS Team Managing $1.5 Billion in Florida

July 31, 2026

A team managing $1.5 billion in assets at UBS Wealth Management USA split from the wirehouse to join RBC Wealth Management in Palm Beach Gardens, Florida, a spokesperson confirmed. The Focus Wealth Management team, which is led by advisors James “Trey” Mahoney III, Peter H. Foley, Jr. and Justin D. Warzala, joined RBC on […]

Wealth and Asset Management

Wealth planning in a changing tax landscape

July 31, 2026

Recent changes to Inheritance Tax (IHT) and Capital Gains Tax (CGT) and business succession reliefs have altered the planning landscape for many individuals and families. At the same time, HMRC continues to increase its focus on wealthy taxpayers, creating a need for robust, well-documented and regularly reviewed planning arrangements. For many individuals and families, […]

Wealth and Asset Management

BDM Wealth Management Appointed Corporate Advisor to UK Neobank Lunor Pay

July 31, 2026

BDM Wealth Management has been appointed as corporate advisor to Lunor Pay Ltd, a United Kingdom-based neobank founded by Corey Payne. The two firms confirmed the appointment following the signing of a formal advisory agreement. Under the agreement, BDM Wealth Management will provide corporate structuring and advisory services to support Lunor Pay as […]

Wealth and Asset Management

Why the next generation matters in future-proofing wealth planning

July 31, 2026

One of the biggest risks to long-term wealth planning is not tax, regulation or investment performance, it is disengagement or lack of understanding from the next generation. This is one of the greatest overlooked threats to long-term wealth planning. And the risk is that the next generation neither understands the structure put in place […]

Wealth and Asset Management

The Great Wealth Transfer May Become the Great Alts Boom

July 31, 2026

The biggest wealth transfer in history may also become one of the biggest boons for alternative assets. With roughly $124 trillion moving from older to younger generations over the next two decades, many wealthy heirs aren’t following their parents’ investing playbook. Instead, they plan to direct a significant portion of those assets into alternatives, […]

Wealth and Asset Management

Interim report of the Swiss National Bank as of June 30, 2026

July 31, 2026

The Swiss National Bank reports a profit of 25.2 billion Swiss francs for the first half of 2026. The profit on foreign currency positions amounted to CHF 31.7 billion. A valuation loss of CHF 6.4 billion resulted from the gold holdings. The profit on Swiss franc positions was CHF 0.1 billion. The National […]

Wealth and Asset Management

New platform brings together expertise on Switzerland's financial centre

July 31, 2026

With the Swiss Banking Outlook Branchenforum Forum 2026, the Swiss Bankers Association (SBA) is launching a new dialogue platform for Switzerland's financial centre. The inaugural event will take place in Zurich at the end of August 2026 and bring together experts from member institutions. The focus of the first edition is the competitiveness of […]

Wealth and Asset Management

VanEck, Allocate partner on private markets access for wealth channel

July 31, 2026

Financial advisors and RIAs will gain broader access to private capital strategies as VanEck partners with Allocate, the private markets operating system for wealth advisory firms and fund managers, tapping its technology and operational infrastructure to bring institutional private markets expertise to the wealth channel. VanEck retains full control over strategy, product, and investor […]

Wealth and Asset Management

Sanlam Trustees International secures Guernsey licence

July 31, 2026

Sanlam Trustees International (Guernsey) Limited (STIGL) has been awarded a stand-alone fiduciary licence by the Guernsey Financial Services Commission (GFSC). Previously operating under a managed trust company arrangement, this development establishes the company as an independently licensed fiduciary services provider in Guernsey. The granting of the licence follows the official launch of Sanlam […]

Wealth and Asset Management

H1 2026 NatWest Group Results

July 31, 2026

Chief Executive, Paul Thwaite, commented: “NatWest Group’s strong performance in the first half of the year shows that our strategy is consistently delivering for customers and shareholders. We are growing all three of our customer businesses, becoming even more efficient and delivering market-leading returns, with a Return on Tangible Equity of 19.7%. Our performance […]

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