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Wealth and Asset Management

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

05/20/2026

Channel Islands winners revealed at Citywealth Magic Circle Awards 2026

A number of companies based in the Channel Islands were also recognised for their excellence.

05/20/2026

Impax Asset Management Group plc Interim results to 31 March 2026

Previous underperformance in ‘narrow’ equity markets still driving net outflows

05/19/2026

Deutsche Bank and the Sutton Trust launch research on widening access for young people in banking and finance

The findings also reinforce an important message for the financial services industry: widening access must be accompanied by clear, supported routes to progression.

05/19/2026

J. Safra Sarasin and Golding launch Private Markets partnership for the Swiss institutional market

This collaboration enables the Bank to expand its alternative investments offering, providing its institutional clients with access to a broadly diversified portfolio across various asset classes

05/19/2026

UBS Client Account Manager shortlisted in Finance Rising Star Awards

Since joining UBS in 2024 through the firm’s Graduate Talent Program, Tom has established himself as a valued and trusted member of the team.

05/19/2026

Syz Group Adopts Bloomberg Enterprise Solutions to Deliver Institutional-Grade Portfolio Intelligence in Private Banking

Bloomberg PORT Enterprise supports scalable, multi-asset analytics and client transparency across Syz Group’s discretionary and private banking business

05/19/2026

AI Agents in Finance: How They Transform 70% of Processes

The wealth and asset management industry has entered a phase of structural transformation, marked by a multiplication of pressures.

05/18/2026

Davy UK named Scotland and Northern Ireland Wealth Manager of the Year

The award reflects the trust placed in Davy UK by its clients and the firm’s focus on delivering long-term, client-centred outcomes across its UK operations.

05/18/2026

AI fuels the strongest earnings season in years

The first three months of 2026 delivered the strongest quarterly earnings expansion since 2021, supported by robust demand for AI infrastructure.

05/18/2026

Buying a UK wealth or asset manager: key legal issues for international investors

Wealth management and asset management are particularly hot sectors for M&A.

05/18/2026

Deutsche Bank appointed primary dealer in Norwegian government bonds

The appointment reflects the Bank’s commitment to supporting liquidity and access in the Norwegian government bond market for investors in Norway and globally.

05/18/2026

Isio looks to add private assets to MPS

Head of distribution cites ‘growing’ demand among advisers

05/18/2026

From Swissquote to Reyl: Finance Veterans Back AI Startup

The platform is built on a proprietary reasoning model and specialised agents.

05/18/2026

Sygnum Completes First Live AI-Agent Driven Digital Asset Transactions by a Regulated Swiss Bank

This is the latest initiative from AI@Sygnum which leads the development, integration and governance of agent-driven workflows across the group globally.

05/15/2026

Women in Financial Advice Awards 2026: All the nominations!

More than 1,150 women from 450 firms were nominated for WIFA 2026

05/15/2026

Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform - reports

Indosuez Wealth Management is lining up four active ETFs for H2

05/15/2026

VP Bank’s Monstein on a mission to ‘have fun again’

The Liechtenstein private bank has pivoted to a growth focus, emerging revamped and restructured after a torrid period that included a profit warning, redundancies and consolidation.

05/15/2026

Pictet dividend payouts soar past CHF 1bn

The private banking group revealed a 28.9% jump in dividends and plans for new sustainable investment offerings in recently released reports.

05/15/2026

Vontobel overhauls bond desk as €7.7bn veteran duo steps back

Mondher Bettaieb-Loriot and Luc D’Hooge transition out of their long-standing roles, prompting a redistribution of talent across the Swiss firm's credit and emerging market debt desks.

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Buckinghamshire Building Society appoints new non-executive director

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05-28-2026

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05-27-2026

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05-27-2026

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05-27-2026

AAB Wealth expands with two advice firm acquisitions

05-26-2026

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05-29-2026

Mirabaud Asset Management appoints Caroline Desclaux as Head of Sales France

05-29-2026

Property rich, pension poor: Gen X ‘sleepwalking’ into retirement shortfall

05-29-2026

Northcote in talks to buy UK wealth manager

05-29-2026

Central Banks under pressure as inflation risks re-emerge

05-29-2026

Firms have improved but must do more to prevent sanctions breaches

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