Wealth and Asset Management

14966 articles found

Wealth and Asset Management

SWAN Wealth Management launches cross-border video series for Americans moving to Canada

SWAN Wealth Management has launched the first installment of a new five-part cross-border video series designed to help very-high-net-worth Americans prepare for the financial complexities of moving to Canada.    The series explores tax, investment, wealth management and estate planning topics that affluent Americans should understand before establishing Canadian residency.   The first video in […]
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Wealth and Asset Management

Valais Cantonal Bank: Half-year results 2026

Very good half-year results for Valais Cantonal Bank (WKB) in 2026 Valais Cantonal Bank reports very strong half-year results. Net profit rose by 4.4% to CHF 63.6 million. Total revenue amounted to CHF 147.1 million (+2.6%).    Operating profit reached CHF 72.5 million, an increase of 2.9%. The cost-to-income ratio is a very healthy 46.3%. […]
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Wealth and Asset Management

RBC Wealth Draws $1.6B Dallas-Based Team from Stifel

RBC Wealth Management has lured a six-person team, KPM Wealth Advisory Group, from Stifel, Nicolaus & Company to its Dallas branch. The advisors had previously overseen $1.6 billion in client assets.   The team includes managing directors and financial advisors Donald Kinsey, Travis Moss and Matthew Pickett, along with senior financial associates Shawn Ezzo and […]
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Wealth and Asset Management

UBP: first-half profit up 40.4%

In the first half of 2026, Union Bancaire Privee's profit rose to 169.4m Swiss francs, up 40.4% compared with the end of June 2025.    Assets under management increased 4.8% to 193.5bn CHF at the end of June 2026, versus 184.5bn at the end of December 2025.    The increase mainly reflects the positive trend […]
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Wealth and Asset Management

Aberdeen Adviser streamlines platform onboarding

Aberdeen Adviser has introduced a new integration designed to reduce rekeying and improve the transfer of client information between adviser systems and its Wrap platform.   The development uses Criterion’s Platform Account Opening Standard alongside integration technology from ZeroKey to create a more consistent flow of client and account data.   Criterion’s standard sets out […]
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Wealth and Asset Management

Berenberg: These are the results of the special investigation

After the German Federal Financial Supervisory Authority (BaFin) suspended three members of its management board in June, Berenberg Bank has finally presented its audited 2025 financial statements.    More interesting than the figures themselves are the findings of the external special audit: Management had apparently gone too far with "balance sheet manipulation."   A month […]
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Wealth and Asset Management

InvestGB Strengthens Strategic Relationship with Ares Wealth Management Solutions

As part of its continuous efforts to provide its clients with high quality alternative-investment products managed by leading global fund managers, Gulf Capital Investment Company KSCC “InvestGB”, the investment arm of Gulf Bank, announced the strengthening of its strategic relationship with Ares Wealth Management Solutions, the global wealth distribution platform of Ares Management Corporation (“Ares”), […]
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