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Wealth and Asset Management

05/26/2026

1291 Group Acquires IPG, Strengthening Global Wealth Protection Across the Americas

The acquisition accelerates 1291 Group's growth across the Americas, deepens its exposure to traditional life insurance, and complements its established expertise in tailored solutions, while bringing IPG's existing client and partner relationsh

05/26/2026

AAB Wealth expands with two advice firm acquisitions

The acquisitions take AAB Wealth’s assets under advice to £2.5bn and expand its client base to more than 2,500 families, with the team now exceeding 130 professionals across the UK.

05/26/2026

Investec applies for Ireland banking permit – report

Such approval would improve its capacity to support corporate and affluent clients.

05/26/2026

Julius Baer AUM hits SFr 528bn, signals “substantially higher” H1 profit

The bank attributed the increase to supportive market movements and SFr 3bn in net new money.

05/22/2026

BBH advances API‑Driven account opening connectivity with custodians

Brown Brothers Harriman today announced an expansion of its account opening API connectivity to custodians, with SEB being the first to implement the solution.

05/22/2026

Investec updates its Private Client growth strategy

The model is locally delivered with a clear segment focus, ensuring relevance and meeting its clients’ needs.

05/22/2026

7IM posts record Q1 net sales amid platform expansion

The firm’s advised net-to-gross sales ratio also doubled to 49.6%, reflecting stronger asset retention and growth across both organic and acquisition-driven channels.

05/22/2026

Julius Baer: Interim Management Statement for the first four months of 2026

This overall strong performance was driven by record-high assets under management, exceptionally strong client activity, and sustained cost discipline.

05/22/2026

Close Brothers accelerating cost cuts as motor finance bill mounts

The group revealed in March it was cutting around 600 jobs – nearly a quarter of its 2,600-strong workforce – over the next 18 months across its teams in the UK and Ireland under the cost saving overhaul.

05/22/2026

Master Charitable Trust named ‘Best UK Donor Advised Fund 2026’

It is a pleasure to support the generosity of Master Charitable Trust donors, and a privilege to uphold the bank’s longstanding tradition of pioneering philanthropy.

05/22/2026

UBS Wealth Management EMEA Head Relocates to the Middle East

In addition, the bank is making changes to the regional structure within the division.

05/22/2026

Schroder Oriental Income Fund Limited - Half Year Results

The Trust aims to tap into the Asian income story by focusing on quality companies with attractive dividend growth prospects.

05/22/2026

Investing in young people: the commitment of the Delen Private Bank Philanthropy Fund

The Fund – managed by the King Baudouin Foundation – supports projects for young people facing social, mental, or education-related vulnerabilities.

05/21/2026

Fideuram Direct in Belgium and Luxembourg: international growth continues

The established presence of the Intesa Sanpaolo Group in the region through Intesa Sanpaolo Wealth Management further strengthens this positioning.

05/21/2026

Cazenove Capital and Blue Earth announce three‑year strategic partnership

Through its Summit, Forum and year‑round platform, it aims to connect capital with solutions that address some of the world’s most pressing social and environmental challenges.

05/21/2026

Investec eyes City hiring spree in major move into UK private banking

The expansion will boost its banking presence in London, as it seeks out wealthy clients for what will become a ‘full service primary bank”.

05/20/2026

4M26: Record net profit in excess of CHF 130 million; annualised NNA growth rate¹ of 6% - EFG International

Revenue margin was 93 basis points in the first four months of 2026, compared to 97 basis points for the first four months of 2025 and 93 basis points in the second half of 2025

05/20/2026

Fenchurch, Ardea score roles as private equity-backed wealth firm AFH explores sale

Bankers score mandates as £11bn business mulls its future ownership

05/20/2026

BLKB headquarters is being renovated with a focus on the future.

The BLKB headquarters on Rheinstrasse in Liestal is undergoing a comprehensive renovation after approximately 50 years and is being adapted to future requirements.

05/20/2026

The agentic AI productivity wave is heading for wealth management

Agentic AI capabilities could help firms lower cost-to-serve, enhance advice quality and delivery, improve adviser and client experience, and drive competitive differentiation

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Natixis IM appoints new Senior Director Wholesale

10-02-2026

Backbase Appoints Roland Booijen as Chief Product Officer, Agentic Banking

10-02-2026

CREDIT AGRICOLE SA: CACEIS and Edmond de Rothschild expand their Asset Servicing partnership in Luxembourg

10-08-2026

Julius Baer announces CHF 600 million share buyback and revised dividend policy

10-02-2026

Chattertons celebrates strongest ever Legal 500 performance

10-05-2026

PRI Pensionsgaranti names new head of credit, asset management

10-02-2026

Terryn to lead Beazley after Zurich takeover

10-05-2026

FINMA Management: Alexandra Karg leaves FINMA, a new business unit is created

10-02-2026

RSM announces senior promotions in the Midlands

10-09-2026

New rules to make long-term investment funds clearer

10-09-2026

Proskauer Advises Cairn Partners’ Shareholders on Sale to Largillière Finance

10-09-2026

II Awards 2026 winners and highly commended revealed

10-09-2026

Gillespie Macandrew makes three new senior appointments

10-09-2026

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

10-09-2026

ABN AMRO Wealth Management wins two international PBI Global Wealth Awards

10-09-2026

UK’s PRA to link regulatory thresholds to GDP

10-09-2026

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