Wealth and Asset Management Archives - Page 30 of 1497

The broadening of Swiss stocks appeal

July 30, 2026

Investors worldwide are asking themselves which sectors will benefit from the next wave of AI winners. While technology firms have dominated equity returns for much of the last two years, improved productivity and earnings are now starting to filter into the adopters of AI. This shift could benefit Switzerland’s healthcare and financial firms, two […]

Wealth and Asset Management

Schroders plc: Half year results to 30 June 2026 (unaudited)

July 30, 2026

Strong delivery of strategic transformation, supportive markets and good sales momentum drive adjusted operating profit growth of 46%. Improving financial outcomes Significant top line growth, with adjusted net operating income up 17% to £1,419.2 million, driven by a rise in assets under management (AUM). Strong growth in adjusted operating profit, up 46% year on […]

Wealth and Asset Management

Lighthouse Canton unveils dedicated wealth management platform for non-resident Indians

July 30, 2026

Lighthouse Canton has launched a wealth management platform catering to the cross-border financial needs of non-resident Indians (NRIs) and overseas investors. The Singapore-based investment firm highlighted that the Indian diaspora is the largest in the world with approximately 35 million Indian people living outside the country. According to Reserve Bank of India data, […]

Wealth and Asset Management

Societe Generale: Results at 30 June 2026

July 30, 2026

RECORD GROUP NET INCOME IN H1 26 OF EUR 3.5BN UPGRADE OF 2026 ROTE TARGET TO ~11% EXTRAORDINARY SHARE BUY-BACK OF EUR 1.5BN INTERIM CASH DIVIDEND OF EUR 0.75 PER SHARE, +23% VS. 2025 Group revenues of EUR 14.2bn in H1 26, up +2.4% vs. H1 25, in line with the 2026 […]

Wealth and Asset Management

2026 half-year results: Mirabaud reports an increase in assets under management to CHF 32.4 billion

July 30, 2026

Mirabaud has announces its unaudited results for the first half of 2026. As at 30 June 2026, the Group reported a stable net profit of CHF 12.3 million, supported by disciplined cost management. Assets under management increased by 8% to CHF 32.4 billion, while the Group strengthened its position in its target markets, notably […]

Wealth and Asset Management

Wealth managers face a new challenger: their clients’ AI chatbots

July 30, 2026

Even high-net-worth clients who can afford top-notch advisors are asking artificial intelligence chatbots like Claude for portfolio recommendations and tax advice, wealth management leaders told CNBC. “My personal opinion is that ChatGPT is the single largest investment advisor in the world right now,” said Matthew Fleissig, CEO and cofounder of Pathstone, a registered investor […]

Wealth and Asset Management

RBC Wealth Management Europe to hire more than 70 expert advisers in next phase of growth

July 30, 2026

RBC Wealth Management have announced the next stage of its Strategic Hiring Programme with plans to hire more than 70 experienced client-facing professionals across the UK, Jersey and Republic of Ireland by the end of 2027, as part of the firm’s wider ambition to accelerate growth. RBC Wealth Management’s growth-focused hiring programme has been […]

Wealth and Asset Management

Northern Trust Universe Data: Strong Global Equity Markets Drive Institutional Investor Gains in Second Quarter of 2026

July 30, 2026

Global equity markets reached new highs during the second quarter of 2026 as investors focused on strong corporate profits and resilient earnings momentum despite geopolitical concerns in Iran and supply chain disruptions tied to shipping bottlenecks in the Strait of Hormuz. The Northern Trust All Funds Over $100 Million plan universe reported a median return […]

Wealth and Asset Management

Thorntons climbs Chambers High Net Worth rankings with four partners recognised

July 30, 2026

The firm gained two new team rankings and an upgraded rating for its offices in Dundee and the surrounding areas, alongside individual recognition for four private client partners, who have been included in the guide for the first time. Thorntons’ Aberdeen and its Glasgow and Edinburgh teams were both ranked for the first time […]

Wealth and Asset Management

Banque Heritage posts solid half-year results in its 40th anniversary year

July 30, 2026

Banque Heritage announces strong half-year results, confirming the Bank's sustained growth trajectory. In the first half of 2026, consolidated net operating income reached CHF 43.8 million, an increase of 9.1% compared with the same period last year. Operating expenses amounted to CHF 33 million (+8.8%), reflecting strategic investments to strengthen the Bank's teams, enhance […]

Wealth and Asset Management

Indosuez Shifts Advisory Leadership From Geneva to Singapore

July 30, 2026

Indosuez Wealth Management is relocating a senior global advisory executive from Geneva to Singapore and has appointed a new head of discretionary portfolio management for Asia. Indosuez Wealth Management is strengthening its Asian franchise with a strategic relocation from Switzerland and a senior investment management hire in Singapore. The private banking arm of […]

Wealth and Asset Management

Mercer Advisors Unveils Second Generation of Aspen, its AI-Enabled Platform for Fiduciary Family Offices

July 30, 2026

Mercer Advisors, Inc. has unveils the second generation of Aspen, its proprietary, artificial intelligence (AI)-enabled ecosystem that powers its full-spectrum family office offering. Developed over the past three years by the technology team at Mercer Advisors, the firm has now rolled out its second AI-enhanced version of the platform. Aspen 2.0 is now […]

Cookie Notice