Wealth and Asset Management Archives - Page 70 of 1533

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 […]

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 […]

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. […]

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 […]

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 […]

Wealth and Asset Management

NatWest Cymru seeks to ‘Power Welsh Ambition’ with investment in new Cardiff head office

July 16, 2026

NatWest Cymru to relocate its Welsh head office to One Central Square, Cardiff, underlining commitment to Wales and the Welsh economy The new headquarters will also house the Cardiff Accelerator Hub – supporting Welsh entrepreneurs and start-ups New chapter in NatWest’s Welsh roots that date back to 1700s NatWest Cymru has announced plans to relocate […]

Wealth and Asset Management

Sanctuary Wealth notches record year as advisor teams chase flexibility

July 16, 2026

Elite advisor teams overseeing a combined $5.9 billion in client assets moved their businesses onto Sanctuary Wealth's platform during the first half of 2026, pushing the hybrid RIA's trailing 12-month recruited assets to a record $12.7 billion. Miami-based Sanctuary, which positions itself as a home for advisors seeking greater independence without sacrificing support, said […]

Wealth and Asset Management

Setting a new standard for sustainable buildings: double accolade for Lombard Odier’s new HQ

July 16, 2026

key takeaways. 1Roof achieves dual SNBS Platinum and BREEAM Outstanding certification, a first in Switzerland Achievement recognises excellence in sustainability, environmental performance, user experience and long-term value creation The building makes sustainability tangible through renewable energy, GeniLac, efficient resource management, sustainable mobility and high-quality workspaces. 1Roof, Lombard Odier’s new global headquarters on the banks of […]

Wealth and Asset Management

GAM special situations managers cross 5% ownership threshold in Liontrust and build a position in Impax, citing continued engagement and deep undervaluation

July 16, 2026

On Friday 10 July 2026, two GAM-managed special situations investment portfolios declared an interest in over 5% of Liontrust Asset Management PLC’s (LON:LIO) shareholder capital. This follows a publicly announced previous interest of 3.6% and an open letter to Liontrust’s CEO sent in March 2026. In this letter, the co-portfolio managers, Albert Saporta and […]

Wealth and Asset Management

UBS tries to crack the American market at last

July 16, 2026

UBS wants to convince investors it is not just a European bank. First, it has to prove it can make more money in America. A national banking licence and a return to client inflows have given the Swiss bank’s US wealth business cause for optimism after a bruising period of adviser departures, weak profitability […]

Wealth and Asset Management

Morgan Stanley wealth management boosted by SpaceX millionaires

July 16, 2026

Newly minted millionaires from blockbuster IPOs such as SpaceX funnelled more than $74bn to Morgan Stanley’s wealth management division in the second quarter, part of a storming performance by the Wall Street bank. The client inflows came on top of the $100mn in fees Morgan Stanley’s investment banking arm earned from the SpaceX listing, […]

Wealth and Asset Management

Netwealth posts record FUA as managed accounts top $30bn

July 16, 2026

Netwealth has capped off another record year, growing funds under administration (FUA) to $135.7 billion as strong adviser inflows and improving markets offset elevated withdrawals from a handful of ultra-high-net-worth clients. The wealth platform reported quarterly custodial inflows of $8.2 billion for the three months to June 30, up 11% from a year earlier, […]

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