Wealth and Asset Management Archives - Page 60 of 1528

Wealth Professional reveals its 5-Star Advisory Teams for 2026

July 27, 2026

Wealth Professional has named 35 wealth management firms and teams as its 5-Star Advisory Teams for 2026, the fifth edition of the annual recognition, selected through a national investor nomination process. The award recognizes multi-advisor teams that move beyond investment selection to deliver holistic, proactive service across every market condition. According to Lindsey […]

Wealth and Asset Management

UOB: HK is an important gateway to bank’s wealth management push

July 24, 2026

Singaporean-based United Overseas Bank (UOB) said it will leverage Hong Kong’s gateway role between the Chinese mainland and the Association of Southeast Asian Nations to consolidate the bank’s traditional niches in the wholesale commercial banking business while making new efforts to tap into the wealth management segment. UOB Hong Kong – the lender’s banking […]

Wealth and Asset Management

Expanded recognition in 2026 Chambers High Net Worth guide for our global Private Client & Trusts team

July 24, 2026

Our global Private Client & Trusts group has again been recognised in the Chambers High Net Worth guide 2026, reinforcing the trusted relationships we have built advising clients on some of their most complex and significant private wealth matters. We have achieved top-tier practice and individual rankings across the British Virgin Islands (BVI), Bermuda, […]

Wealth and Asset Management

Leonteq returns to profitability in H1 2026

July 24, 2026

Return to profitability in H1 2026, in line with guidance Total operating income of CHF 111.6 million driven by 10% yoy increase in net fee income and positive contributions from hedging activities Total operating expenses down 10% yoy to CHF 99.2 million reflecting the benefits of the cost programme initiated a year ago Group net […]

Wealth and Asset Management

Liontrust reports ‘stronger position’ with £4.7bn rise in AuMA

July 24, 2026

Liontrust Asset Management has published its results for the three months ended 30 June 2026, reporting a £4.7bn rise in assets under management and advice (AuMA). AuMA has increased from £19.6bn, with the recently completed acquisition of River Global adding £3bn. This deal saw Martin Gilbert join as a non-executive director, while Rebecca […]

Wealth and Asset Management

Vontobel achieves record half-year profit

July 24, 2026

Half-year profit up 87 percent to CHF 216 million Revenues up 24 percent to CHF 852 million Cost-income ratio substantially improved to 67.9 percent from 77.9 percent Assets under management up 5 percent to CHF 252.2 billion Net new money up to CHF 2.5 billion1 from CHF 2.0 billion CET1 ratio up to 23.2 percent […]

Wealth and Asset Management

Chambers High-Net-Worth guide recognizes Withers as a leading firm globally in 2026

July 24, 2026

Chambers and Partners High-Net-Worth – a publication designed specifically to help successful individuals find the right law firm for their needs – has, once again, recognized our expertise in this area in their 2026 guide, identifying Withers as a leading firm across multiple practice areas and jurisdictions worldwide for the following practice areas: Private […]

Wealth and Asset Management

Bank WIR's diversification is bearing further fruit

July 24, 2026

Bank WIR achieved a profit of CHF 11.5 million in the first half of 2026. Particularly encouraging was the growth in customer deposits and in non-core business, which confirms the successful diversification strategy of the Swiss cooperative bank. Bank WIR reports a profit of CHF 11.5 million after six months of the current year. […]

Wealth and Asset Management

FKB achieves a solid result in the first half of 2026.

July 24, 2026

FKB recorded solid results in the first half of 2026 with a business profit of 99.2 million Swiss francs, which exceeded targets. Customer loans remain stable at 24.2 billion Swiss francs, while deposits increase by 2.4% to 17.9 billion Swiss francs. Despite an uncertain economic environment, net profit amounted to 83.9 million Swiss francs. The […]

Wealth and Asset Management

Swiss Private Bank Makes First Investment Into Mbanq’s Newly Launched Note Listed on Düsseldorf Stock Exchange

July 24, 2026

Mbanq has announced that its newly established institutional funding program has received its inaugural investment from a leading Swiss private bank. The investment marks an important milestone in the development of Mbanq's institutional funding capability and supports the continued expansion of the company's lending and Earned Wage Access (EWA) platform. Earned Wage Access […]

Wealth and Asset Management

Lazard net income plunges 91% over “elevated tax rate” in Q2 2026

July 24, 2026

Lazard has posted net income of $5m for the second quarter of 2026, a decline of 91% from $55m in the year earlier period, driven by an “elevated tax rate” and weaker revenue in its advisory operations. Average assets under management were $279bn in the second quarter of 2026, up 17% year-over-year (YoY). […]

Wealth and Asset Management

UBS Group stock holds firm as wealth management growth offsets investment banking volatility

July 24, 2026

UBS Group stock reflects a business mix where expanding wealth management revenue and higher net profit cushion uneven investment banking income, while integration of the Credit Suisse acquisition reshapes capital and returns. UBS Group stock represents one of Europe’s most closely watched financial names as the Swiss banking and wealth management group (ISIN CH0244767585) […]

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