10/26/2026
JPMorgan using AI to make its wealth advisors more efficient
While still hiring and investing in its private banking staff.
Wealth and Asset Management
10/26/2026
Deutsche Bank and DWS extend strategic partnerships with Zurich until 2042
All three partners are therefore sending a clear signal for continuity, growth, and the joint further development of their offerings for the private clients of Deutsche Bank and Postbank.
10/26/2026
UBS Sets New Standards In Client Advising
At UBS, artificial intelligence is now taking over part of this work.
10/23/2026
AJ Bell hits record assets under administration as customer numbers surge
Both business segments reported an uptick, as total advised customers increased by 12,000 over the course of the year to reach 194,000.
10/23/2026
Barclays reveals profit growth of 12% amid cost-cutting drive
Income from both its UK retail and corporate banks increased, as well as from its wealth management arm and investment bank.
10/23/2026
AllianzGI targets Swiss single family offices
The wealth management organizations of affluent families have long-standing banking relationships, their own investment specialists, and very precise ideas about their needs.
10/23/2026
Oakglen Wealth confirmed as new shirt sponsor for Jersey Rugby Club
Oakglen Wealth confirmed as new shirt sponsor for Jersey Rugby Club men’s and women’s teams
10/23/2026
Fairstone buys Somerset-based firm
With three independent financial advisers and a mortgage and equity-release adviser, the firm manages £125mn worth of assets for clients.
10/23/2026
Owner-managed trust company ranked ‘Top Tier’
Imperium Group has been recognised as a Tier 1 firm in the ‘2026 eprivateclient Top Trust Companies’ rankings.
10/23/2026
Moroccan businessman Moulay Hafid Elalamy launches family-office arm from former SocGen bank to manage and transfer wealthy clients’ fortunes
Moroccan businessman Moulay Hafid Elalamy is targeting wealthy individuals and business-owning families through a new private-banking and family-office operation built inside the former Société Générale Morocco.
10/22/2026
'Fed up' UK founders choose to sell rather than scale
UK business sales hit an eight-year high as fatigue and a shortage of growth-stage funding push more founders to sell, Rathbones warns
10/22/2026
Deutsche Bank becomes the sponsor of the FEDORA Education Prize to foster connection, participation and access to the performing arts in Europe
It will also contribute to the development of projects that explore new approaches to education, social inclusion and participation through the performing arts.
10/22/2026
How Belgian family businesses are preparing for the challenges of succession
Family businesses are one of the cornerstones of the Belgian economy.
10/22/2026
Standard Chartered signs definitive agreements to acquire Zodia Custody
Post-completion, Zodia Custody’s regulated digital asset custody business will be integrated into Standard Chartered’s existing digital asset custody activities within Securities Services.
10/22/2026
Private Client team celebrates major win at Scottish Legal Awards
The Scottish Legal Awards, now in its 23rd year, celebrates excellence, innovation, leadership and achievement.
10/22/2026
Rathbones reports strong financial performance and strategic momentum in third quarter trading update
Rathbones Group Plc's trading update for the three months ended 30 September 2026 announces funds under management and administration up 7.2% and nine-month operating income up 6.7% year on year.
10/22/2026
National Wealth Fund drives nearly £70 billion into economy, supporting more than 83,000 jobs across the UK
The National Wealth Fund has helped drive almost £70 billion into the UK economy, new figures show, as it continues to accelerate investment in the places, infrastructure and industries that will underpin long-term UK growth.
10/22/2026
UBS acquires 4.8% stake in Indian wealth manager 360 One Wam
The deal comes as foreign banks face stiff competition from wealth managers amid regulatory constraints in India.
10/22/2026
Tavistock agrees King Financial sale and Atomos exclusivity deal
Tavistock Group Holdings Limited is the immediate parent of Tavistock Private Client (TPC).
10/21/2026
Deepening cat bond market offers investors liquidity, scale, and broader diversification: GAM’s Aviv
The result is a return engine that has historically exhibited relatively low sensitivity to many of the common risk factors embedded in traditional portfolios.”