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Wealth and Asset Management

02/10/2026

Evelyn Partners including Bestinvest to become part of NatWest

The value of investments can fall as well as rise and that you may not get back the amount you originally invested.

02/10/2026

DORA, Data, Consistency – A structural challenge for financial institutio

Institutions with fragmented IT landscapes are under particular pressure.

02/10/2026

TISE raises more than £16k for Guernsey Cheshire Home

The funds raised during these activities were then matched by TISE.

02/10/2026

Julius Baer MD exits to run independent asset manager

Christian Bergomi recently left his role as a managing director and senior adviser at Julius Baer in Switzerland to lead Aquila E&A Financial Consulting.

02/10/2026

Barclays posts strong Q4 results and announces another £1bn buyback

It also plans to return over £15 billion to shareholders between 2026 and 2028, equivalent to around 22% of its current market value and underpinning its capital return story.

02/10/2026

WealthBriefing Swiss Awards 2026 - Double win for Edmond de Rothschild

The WealthBriefing Swiss Awards celebrate the most innovative and outstanding firms, teams and individuals in the wealth management industry.

02/10/2026

Pictet Group: Assets Under Management Reach a Record

This is reflected in the unaudited results for 2025 released by the company on Tuesday.

02/10/2026

New year, new plan: turning financial aspirations into reality

Gary Brownbridge explains why the start of the year is the ideal time to review your finances, refine your priorities and put a clear plan behind your long-term goals.

02/10/2026

Deutsche Bank HausFX and BlackRock Aladdin Announce Partnership

As settlement cycles shorten and regulatory complexity increases, the need for automated operational workflows is critical.

02/10/2026

Former Barclays and 7IM manager launches Quilter AR wealth firm

Gareth Munn has founded Control Point Wealth, an appointed representative of Quilter, aimed at business owners and entrepreneurs.

02/10/2026

Swiss banks are generally viewed positively; local banks remain a clear anchor of trust.

The personal relationship with one's primary bank is also viewed very favorably.

02/09/2026

Rothschild & Co’s Swiss Wealth Management business wins two WealthBriefing Swiss Awards 2026 for best HNW Team and UHNW Team for International Clients

Rothschild & Co’s Swiss Wealth Management business has won two categories at this year's WealthBriefing Swiss Awards.

02/09/2026

Schroders and Apollo to deliver next generation investment solutions in ambitious multi-channel partnership

Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients

02/09/2026

NatWest Group announces the acquisition of Evelyn Partners and a £750m share buyback

NatWest Group plc (“NatWest Group”) is pleased to announce that it has reached an agreement to acquire Evelyn Partners from funds advised by Permira and Warburg Pincus for £2.7 billion enterprise value (the “Transaction”).

02/09/2026

Coutts welcomes Evelyn Partners

Together, we will be the UK’s leading private banking and wealth management business

02/09/2026

Permira and Warburg Pincus agree to sell Evelyn Partners to NatWest

Under the Permira fund’s majority ownership, assets under management increased from ~£5 billion to £69 billion.

02/09/2026

Söderberg & Partners expands into UK family office and HNW space with significant investment in Artorius Wealth Management

Artorius is recognised for its fresh thinking and agile, modern approach to wealth management.

02/09/2026

Former Newcastle Falcons and Scottish international player on how he went from rugby to wealth management

The director later put himself through his Independent Financial Adviser (IFA) exams, qualifying while he was still playing.

02/06/2026

Reshaping wealth management in unexpected ways

Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising some commentators

02/06/2026

WTW says it's ready for more UK wealth tie-ups after Atomos success

Ben Leach discusses ambitions to expand the group's presence in UK wealth management and even become a household name.

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