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Valais Cantonal Bank: Half-year results 2026

Assets under management rose by 4.3% to a total of CHF 19.1 billion.

Presentation of the 2026 half-year results for the Julius Baer Group

Gross margin rose to 87 basis points (bp) (H1 2025, underlying: 83 bp) following exceptionally high client activity in first quarter

UBP: first-half profit up 40.4%

The increase mainly reflects the positive trend in financial markets since the start of the year, as well as the performance of the Bank's management solutions and funds.

Aberdeen Adviser streamlines platform onboarding

Aberdeen Adviser said the integration should improve data quality and reduce unnecessary administration when clients open an account, make a top-up or transfer assets.

Ogier advises MASECO on its acquisition by US wealth manager Creative Planning

The acquisition will add 123 employees and more than US$5 billion in assets under management to the firm.

Cazenove Capital publishes its first 2025 Sustainability and Impact Report for the Impact Growth Strategy

By combining a disciplined investment process with a focus on real-world outcomes, we aim to demonstrate how capital can play a powerful role in building a more inclusive, resilient and sustainable future.

New York financial experts establish AI hedge fund in Zug

The boutique firm combines fundamental stock analysis with proprietary AI models to generate its own investment assessments.

Delen Private Bank acquires Dutch wealth manager Van Lanwick & Co.

The Belgian bank aims to finalise the transaction within the year, subject to regulatory approval.

How ZKB is 'levelling up' its private banking business

ZKB's roots remain in Zurich, but Florence Schnydrig Moser details how its private bank has set its eyes on international horizons and reorganised the team.

Seven Street Wealth delivers success and plans succession

Independent financial planning firm records 40% revenue growth and invests in team

Introducing Q3: New Longevity report by RBC Wealth Management reveals how 45-75 year olds are redefining later life

RBC Wealth Management is responding to this new reality with dedicated research and expert insight, shedding light on the opportunities and challenges facing clients whose lives may well extend to 100 years and beyond.

CrediaBank enters strategic partnership with BNP Paribas Asset Management to accelerate Wealth Management growth

The collaboration is designed to strengthen the Bank's advisory capabilities and support the delivery of tailored, high value -added investment solutions that address the evolving needs of its c ustomers .

St James's Place shares down amid AR exits

At least one large firm heads to Söderberg with a second rumoured to follow

Temenos completes the acquisition of additiv

The founder-led management team will continue to run additiv on a stand-alone basis after closing.

Fairstone adds £183m with North East acquisitions

The firms have now completed their initial partnership periods and become fully part of Fairstone.

Vaduz IAM unveils rare higher-risk fund for newer investors

CIO and CEO Thomas Trauth details the thinking behind the new fund being launched by Vaduz-based IMT Asset Management.

Deutsche Bank secures “World’s Best for Research” and Fifth Consecutive “Germany’s Best Investment Bank”

The bank was awarded the prestigious title of "The World's Best for Research," a testament to the quality and impact of its global analysis.

Santander named the World’s Best Bank by Euromoney

Santander is also named the World's Best for Consumer Lending, Latin America's Best Retail Bank, Latin America's Best Investment Bank and Europe's Best Bank for SMEs.

Ahead of half-year results: These five questions are the focus at Julius Baer

Assets under management reached a record high of CHF 528 billion, while revenues benefited from high client activity and improved cost discipline.

Julia Dziegiel shortlisted in Citywealth's Future Leaders Awards 2026

The philosophy of the contest is to support future leaders who excel at work but who also make an important contribution to society.

Wealth and Asset Management