Wealth and Asset Management

14966 articles found

Wealth and Asset Management

Brooks Macdonald and Woven Advice partner to help advice firms put their investment propositions into practice

Brooks Macdonald, the UK-focused investment manager with £21.7 billion total funds under management and advice (FUMA) at 30 June 2026, has announced a new partnership with Woven Advice, enabling IFAs to implement investment propositions consistently across their client books.    IFAs have long had access to tools to research and construct a central investment proposition. […]
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Wealth and Asset Management

Labuan IBFC Inc., ASAS and STEP Malaysia strengthen Islamic wealth planning practices

Labuan IBFC Incorporated Sdn Bhd (Labuan IBFC Inc.), the official marketing agency for Labuan International Business and Financial Centre (Labuan IBFC), together with the Association of Shariah Advisors in Islamic Finance Malaysia (ASAS) and the Society of Trust and Estate Practitioners (STEP) Malaysia  brought together industry practitioners and experts to explore the intersection of Islamic […]
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Wealth and Asset Management

Phoenix-based UBS advisor team The Schultz Group recognized on Barron’s Top 250 Private Wealth Management Teams list for second consecutive year

UBS has announced that The Schultz Group in Phoenix, AZ has been named to the Barron’s Top 250 Private Wealth Management Teams list for 2026, marking the second year that the team has been the only Phoenix-based team on the list.   “Congratulations to The Schultz Group for once again being recognized on the Barron’s […]
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Wealth and Asset Management

Good half-time result for TKB

Thurgau Cantonal Bank continues its successful trajectory. This is demonstrated by the interim results as of the end of June 2026. Operating profit is 9 percent higher than in mid-2025. The reported half-year profit exceeds the previous year's level by almost 1 percent.   TKB recorded strong business performance in the first half of the […]
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Wealth and Asset Management

Half-year results 2026 Aargau Cantonal Bank

The Aargau Cantonal Bank's (AKB) half-year results for 2026 are very solid, despite the low interest rate environment, which was unfavorable for AKB during the reporting period. Growth in mortgage lending and strong demand for investment solutions contributed significantly to this positive result.   Business volume increased again In the first half of 2026, loans […]
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Wealth and Asset Management

Brookfield Corporation Reports 15% Increase in Earnings

Brookfield Corporation has announced strong financial results for the quarter ended June 30, 2026.   Nick Goodman, President of Brookfield Corporation, said, “Our business performed well in the second quarter, with continued momentum driving 15% growth in earnings per share. We were active through the first six months of the year—raising $98 billion of capital, […]
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Wealth and Asset Management

Merit buys Southern California wealth manager Bridgeway

Merit Financial Advisors has acquired The Bridgeway Group, a wealth management business based in Southern California with locations in Pasadena and Covina.    Bridgeway has now adopted the Merit Financial Advisors brand.     The companies did not disclose the financial or legal details of the agreement.    Bridgeway manages about $900m in assets overall and […]
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Wealth and Asset Management

Eight in 10 fear life chances depend on family wealth as grandparents fund university

'Bank of Grandma and Grandad' becomes a growing source of education funding ahead of A-level results day  One in five grandparents cover most or all university costs  Education funding increasingly linked to estate planning As students prepare to receive their A-level results, Rathbones, one of the UK's leading wealth and asset management groups, warns that […]
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