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Wealth and Asset Management

07/16/2026

NatWest Cymru seeks to ‘Power Welsh Ambition’ with investment in new Cardiff head office

NatWest Cymru announce plans to relocate its Welsh headquarters to a new flagship Cardiff office.

07/16/2026

Union Bancaire Privée: Business results for the first half of 2026

This growth was primarily driven by the positive performance of the financial markets since the beginning of the year and the performance of the bank's managed mandates and investment funds.

07/16/2026

Partners Group provides business update and reports record fundraising in H1; reconfirms full-year guidance

Partners Group's broader suite of evergreen strategies recorded the majority of evergreen inflows in H1, with total evergreen client demand at USD 4.2 billion.

07/16/2026

GAM special situations managers cross 5% ownership threshold in Liontrust and build a position in Impax, citing continued engagement and deep undervaluation

It should not be interpreted as a statement of corporate policy or opinion by GAM Investments.

07/16/2026

UBS tries to crack the American market at last

Swiss group wants to be valued as a global wealth manager rather than a European bank but lags far behind Wall St rivals

07/16/2026

Wealth manager expands with heartland region moves

The deals come after the businesses joined Fairstone’s downstream buyout programme in 2024, which allows owners to work with the company and grow operations while planning for a sale.

07/16/2026

Unlocking Profitable Growth Through Scalability in Wealth Management

While less than half are achieving consistent scale, the link between scale and profitability is clear.

07/16/2026

Groupe Banque Richelieu reaches €11 billion in assets under management and displays remarkable financial strength

This momentum paves the way for ambitious development in the years to come.

07/15/2026

Rathbones warns business owners at risk on pensions

One of the UK's leading wealth managers submits evidence to the Pensions Commission to highlight challenges faced by the self employed

07/15/2026

RBC Wealth Management reveals impact of longevity on financial planning

Fifty-seven per cent say that having a clear sense of purpose motivates them to stay financially disciplined, while half (53%) agree that it gives them the drive to take care of both their health and finances.

07/15/2026

Bergos : Successful First Half Of 2026

Despite a challenging market environment, Bergos further strengthened its market position and generated important growth momentum.

07/15/2026

Investec appointed as Joint Corporate Broker to RS Group plc

This announcement builds on our team’s strong momentum in 2026, following recent appointments as adviser to Telecom Plus, Eurowag, and Shawbrook Group and we now proudly advise 52 FTSE 350 clients.

07/15/2026

BlackRock’s Pybus says Europe’s ETF boom has only just begun

Digital platforms, fee-based wealth models and fixed income adoption are driving growth — but the UK still has ground to make up.

07/14/2026

Quilter raises forecast for Monthly Income Portfolios for sixth consecutive year

The increase follows another strong year of income delivery.

07/14/2026

Finalists for IA’s Global Financial Services Awards 2026 revealed today

In these special awards – exclusive to International Adviser – the advisers and wealth managers in UK and around the world have now shown their support for their key partners and product providers by nominating their choices for all of the cat

07/14/2026

Skybound Wealth launches proprietary operating platform for international advice

Built in-house by Skybound Wealth’s internal technology team

07/14/2026

Why Modern Wealth Management Demands a Holistic Approach

Governments aren’t afraid to rip up the rule book, making financial planning more complex than ever.

07/14/2026

Zuger Kantonalbank achieves pleasing half-year results for 2026

Growth in the investment and asset management business significantly strengthened profitability.

07/14/2026

Caroline Primrose and Jeremy Vaughan recognised in Spear's 500

The Spear's 500 is widely regarded as one of the leading guides to wealth management professionals serving high-net-worth individuals and families.

07/13/2026

Passing on wealth is one thing. But how do you keep control?

This shift is driving more families to explore FICs to balance wealth succession whilst maintaining control.

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Julian Osborne and Craig Monks named directors at PwC

07-14-2026

UK puts four major cloud providers under direct financial regulation

07-14-2026

Oberon Investments Group PLC: Directorate Change

07-14-2026

UK watchdogs to oversee tech providers operating in UK financial services

07-14-2026

Interview with Piero Cipollone, Member of the Executive Board of the ECB, conducted by Ricardo Jesus Silva on 29 June 2026

07-14-2026

JPMorgan, Dimon pushes for European banking consolidation

07-14-2026

Pension Funds: Why Equities Remain the Most Important Source of Returns

07-14-2026

European authority sets new reporting standards for third-country bank branches

07-14-2026

WFW advises lenders on £231m financing for Fidra Energy’s West Burton C BESS project

07-21-2026

Bank of Maldives to Transform Core Banking with Finastra

07-21-2026

Valais Cantonal Bank: Half-year results 2026

07-21-2026

Burnham appoints John Healey as new chancellor

07-21-2026

Jupiter sued for ‘breach of contract’ over trail commission removal

07-21-2026

Pat Lardner to step down as Irish Funds’ chief executive

07-21-2026

Controversial deemster in £100m IoM landmark case takes on new roles – report

07-21-2026

FOS appoints permanent CEO and chief ombudsman

07-21-2026

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