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Wealth and Asset Management

11/10/2026

Suntera strengthens UK fund services proposition with acquisition of Thornbridge Investment Management LLP

The acquisition adds an experienced team of 13 professionals in the UK, as well as a number of external consultants and advisers.

11/10/2026

ATP signs global partnership with Julius Baer

Swiss firm is first official Partner of the ATP Coaches Programme

11/09/2026

CaixaBank, recognised as the Best Private Bank for Innovation in Europe and the Best Private Bank for Family Offices in Spain by The Banker/PWM (Financial Times Group)

In addition, CaixaBank Wealth Management has been awarded as the Best Private Bank for Family Offices in Spain 2026, which distinguishes the subsidiary OpenWealth, the largest multifamily office in Spain.

11/09/2026

EFG publishes its Outlook 2027: global resilience, rate risks, Middle‑Powers and the AI supercycle set to shape the year

EFG expects global growth in 2027 to remain broadly similar to 2026 at around 3.5%, led by the United States.

11/09/2026

The Fore launches Nature Recovery Fund to support conservation charities across the UK

New fund will support three organisations working to restore natural habitats and protect wildlife, as research finds that just 5% of UK public charitable giving goes to environmental causes.

11/09/2026

Former Rathbones Bristol boss launches advice boutique amid wealth management consolidation

The former investment manager spent his career at Investec Wealth & Investment and then Rathbones following the combination of the two businesses.

11/09/2026

Weatherbys named Best Private Banking Boutique 2026

Entries are evaluated by a 25-strong panel of judges, with the quantitative assessment including PWM’s KPI analysis, ensuring a rigorous, data-driven judging process.

11/06/2026

Intesa Sanpaolo strengthens support for Italian SME exports with €30 billion

Over the past three years, Intesa Sanpaolo has provided more than €19 billion to support international business activities and managed over 1,000 internationalisation projects.

11/06/2026

HSBC Private Bank reshuffles UK leadership, adds role to focus on UAE expats

The private bank said the UK-UAE wealth corridor is 'important and growing'

11/06/2026

Global Private Banking Awards 2026: Winners’ profiles

Profiles of some of the biggest winners in this year’s awards

11/06/2026

Board of Directors’ Meeting - 9M results for period ended 30/9/26

The growth and contribution of all our divisions have been positive.

11/06/2026

Deutsche Bank Private Bank launches AI Academy for more than 20,000 employees

The PB AI Academy offers structured, role-based learning journeys tailored to employees’ responsibilities and level of AI experience.

11/06/2026

Jack Hughes Recognised as ‘One to Watch’

This is a fantastic achievement for Jack and a significant milestone in his professional development that reflects his contribution at JTC.

11/05/2026

Söderberg completes Benchmark deal as Dymott remains CEO

The acquisition brings Benchmark into a group operating across eight European markets with approximately £145bn of assets under advice.

11/05/2026

Valiant continues its growth trajectory in the third quarter of 2026

Valiant can continue its growth trajectory.

11/05/2026

Newly promoted Director, Sru Moscrop, named in 2026 eprivateclient NextGen Leaders list for second consecutive year

Sru is equally committed to developing others.

11/05/2026

Creand Wealth Management surpasses €2.2 billion in assets in Catalonia and strengthens its high-net-worth wealth management business

With extensive experience in the Family Office sector, this division advises business families both with ongoing businesses and those that have completed the sale of their companies.

11/05/2026

Hawksford professionals recognised in eprivateclient NextGen Leaders list

Associate Directors Will Van Neste and Linzi Maindonald have both been named on the prestigious list for their unique contributions towards the business and its future.

11/05/2026

Jo Malone CBE to headline discussions on entrepreneurship and legacy at Guernsey Private Wealth Forum

At the heart of the programme will be a fireside conversation between Jo Malone CBE and Guernsey Finance Chief Executive Barnaby Molloy, tracing her entrepreneurial journey and how she transformed personal passion into commercial success.

11/05/2026

iCapital Welcomes Mubadala Capital Investment Offering to its Platform for Middle East Wealth Managers

The partnership leverages iCapital’s technology platform to empower wealth managers, advisors and their clients with seamless access to evergreen private market investments

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H.M. Queen Máxima of the Netherlands and European Central Bank President Christine Lagarde to Speak at EMERGE Europe

11-03-2026

BBVA expands its offering in Italy with an eSIM service integrated into the bank’s app

11-03-2026

Citi hires from HSBC for newly created global trade role

11-03-2026

Financial institutions accelerate transition to multi-agent AI in drive for bottom-line value

11-05-2026

Lombard Odier hires long-time UBS banker for its business with the super-rich

11-03-2026

Söderberg completes Benchmark deal as Dymott remains CEO

11-05-2026

New appointment to the BNP Paribas Fortis Executive Committee

11-03-2026

Aviva Investors goes live with Room Zero enterprise analytics platform

11-04-2026

Former SJP adviser among five AR firms joining Quilter

11-10-2026

Suntera strengthens UK fund services proposition with acquisition of Thornbridge Investment Management LLP

11-10-2026

The Maturity Of Private Markets Opens New Opportunities In Secondaries, Infrastructure, And Private Credit

11-10-2026

Reporting requirement changes to lead timing of UK AIFM reforms

11-10-2026

Bank of Cyprus introduces Cyprus’ first AI banking assistant.

11-10-2026

E.U. Bank Lines Up €10 Billion for Europe’s Scale-Ups, With Uniqa on Board

11-10-2026

ATP signs global partnership with Julius Baer

11-10-2026

LALIVE announces new Partner promotions

11-10-2026

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