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Wealth and Asset Management

06/10/2026

Wealth manager targets Wales growth with hub

They add the Vision Court-based endeavour is supporting more than 4500 clients and managing assets worth more than £400 million.

06/10/2026

Why better data management is non-negotiable in wealth management

Data management should not be the preserve of specialists or a technical team

06/10/2026

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group

Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.

06/10/2026

Julius Baer successfully places EUR 500 million senior unsecured notes

The transaction was targeted at European institutional investors and the proceeds will be used for general corporate purposes.

06/10/2026

Edmond de Rothschild Asset Management strengthens quantitative management team and launches the first three funds in its Quartz range

These systematic equity strategies are based on advanced mathematical models, while giving a central role to the fund managers’ judgement in defining and monitoring investment approaches.

06/10/2026

NSN Cycling Team and CBH Compagnie Bancaire Helvétique announce three-year partnership

Through this partnership, CBH Bank will support the Team's international racing program and broader sporting development across key competitions throughout the season.

06/09/2026

Pictet raises $1.53bn for private equity co-investment fund

Pictet has announced the final close of its oversubscribed Monte Rosa Co-Investments VI private equity fund.

06/09/2026

Mattioli Woods and Kingswood Group unify under one brand, enhancing integrated client experience

The unified brand reflects a shared commitment to delivering a more seamless, high-quality client experience.

06/09/2026

Why DNB Is Expanding on Both Switzerland and Spain

When it comes to banking and asset management in Norway, DNB is impossible to overlook.

06/08/2026

Wealth management: how to stay on course when markets lose their bearings

For Philippe Gay, Head of the Swiss Offering at Lombard Odier, it is precisely at times like these that discipline, a long-term vision and a holistic approach to wealth management make the difference.

06/08/2026

Temenos acquires additiv to strengthen its Wealth proposition and accelerate AI-driven orchestration

The acquisition of additiv further strengthens Temenos’ offering in Wealth Management with native mass-affluent capabilities and a proven AI-enabled orchestration layer.

06/08/2026

Deutsche Bank wins three top honours at the Global Private Banking Innovation Awards 2026

These awards reflect the dedication, collaboration and expertise of colleagues across the Private Bank and beyond.

06/08/2026

Family Office Solutions: A Human-Centric Approach to Managing Wealth Across Generations

In a world where information is abundant and investment solutions are widely accessible, the true differentiator lies in structure, discipline, and the ability to connect financial decisions to human dynamics.

06/08/2026

Denmark's Penning acquires Veli's wealth management business

The newly acquired unit will underpin the launch of Penning's new wealth management arm, Penning Wealth.

06/05/2026

Brooks Macdonald Strategic Partnerships (BMSP)

Brooks Macdonald Strategic Partnerships launches to help independent financial advice firms scale for the future

06/05/2026

Institutional Investors and Wealth Managers Believe Tokenized ETFs Will Drive Mass Adoption in the Markets

The debate is no longer centered on the validity of tokenization itself, but rather on the execution and robustness of the infrastructure needed to support its development

06/05/2026

NatWest commits £50m to UK branch network with no further branch closures until at least 2029

NatWest Group will invest £50m in its UK branch network, pausing further branch closures until at least 2029, expanding face-to-face support.

06/05/2026

UBS boss Ermotti says he hopes to no longer be the bank's CEO by 2030

UBS acquired fallen rival Credit Suisse in a state-engineered emergency ‌takeover ⁠in 2023, and government proposals for tougher capital requirements have been weighing on the bank's share price.

06/05/2026

Operational efficiency and resilience: balancing scale, complexity, and transformation in wealth management

Wall opened the discussion by situating it within the broader context of transformation across the industry – highlighting “scalability, processes, technology, and infrastructure” as the underlying opportunities that can drive change in

06/05/2026

Tech’s role in supporting Rathbones’ ambition to be the best UK wealth manager

Clients expect digital immediacy these days in all aspects of their lives and their banking and wealth management requirements are no different.

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RSM announces senior promotions in the Midlands

10-09-2026

ABN AMRO Wealth Management wins two international PBI Global Wealth Awards

10-09-2026

Wise negotiates HMRC settlement after tax errors affect 4,000 customers

10-09-2026

Charles Russell Speechlys contributes to Wolters Kluwer guide on international relocation and tax planning for high-net-worth individuals

10-15-2026

BBVA joins Meta-backed Personal Agent Protocol initiative

10-15-2026

Is Britain’s wealth exodus about to accelerate?

10-15-2026

Royal Bank announces £520,000 investment in its Edinburgh West End branch, as it promises no further branch closures until at least 2029

10-15-2026

Proskauer Advises Cairn Partners’ Shareholders on Sale to Largillière Finance

10-09-2026

FINMA's supervision of the asset management industry in Switzerland

10-16-2026

Pictet launches emerging market equity ETF

10-16-2026

Wealthy investors sell assets ahead of feared CGT rise

10-16-2026

Sound Credit Union Selects Temenos SaaS to Modernize Collections Operations

10-16-2026

Iberdrola, BBVA and Santander deliver the first syndicated financing managed entirely on blockchain

10-16-2026

Hungary proposes wealth tax for HNWIs and private structures

10-16-2026

Harneys retains Band 1 ranking in London and secures Jersey recognition in Chambers UK 2027 Guide

10-16-2026

Jupiter’s CCLA business hit by further £500m withdrawals

10-16-2026

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