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Wealth and Asset Management

02/04/2026

Barclays Announces Sponsorship of Atlassian Williams F1 Team

As part of the multi-year sponsorship, Barclays will be the Official Banking Partner for the Williams team and will become the team’s primary corporate bank.

02/04/2026

Rothschild & Co Strengthens Private Bank With Ex-Edmond de Rothschild Bankers

The post highlights Rothschild & Co’s assertion that the bankers were available on the market and that no rules were breached, yet the transfer underscores lingering tensions as both entities extend their reach into overlapping geographies such

02/04/2026

Canaccord Genuity wins seven investment trust broking clients after hiring Stifel team

Two traders are thought to have made the move from Stifel following cuts by the US investment banking and wealth management group in its UK capital markets business last year.

02/03/2026

Standard Chartered has launched ‘Invest Like Champions’ Campaign with Liverpool FC

This is brought to life by mapping key roles of Liverpool FC players on the field to distinct wealth investment tactics.

02/03/2026

PIMFA appoints Morningstar as new Sole Index Series’ Provider

PIMFA has appointed Morningstar Indexes to manage the UK wealth management industry’s key benchmarks from March 2026.

02/03/2026

Johnston Carmichael Wealth rebrands to Partners Wealth Management brand following successful integration

Johnston Carmichael Wealth (JCW) has formally joined with and rebranded to Partners Wealth Management following its acquisition last March.

02/03/2026

Amundi: 2025 4th Quarter and Annual results

Amundi Technology recorded another strong growth in its revenues

02/03/2026

Belfast-based wealth advisory firm to open new Dublin hub to support cross-border needs of clients

Pacem Advisory now has £212m in assets under its management

02/02/2026

Intesa Sanpaolo’s 2026–2029 Business Plan: scaling a proven model

The new Business Plan marks the natural transition at the end of the Group’s 2022–2025 plan.

02/02/2026

Quilter’s WealthSelect locks in gold profits once again prior to price falls

Investors can trade both whole and fractional shares within a Robinhood stocks & shares ISA, giving them greater flexibility in how and where they invest.

02/02/2026

Presentation of the 2025 full-year results for the Julius Baer Group

The Board of Directors will propose an unchanged ordinary dividend of CHF 2.60 per share for the financial year 2025.

01/30/2026

Firenze partners with wealth management firm, Artorius

Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.

01/30/2026

Santander announces changes to its branch network as it continues to transform for the future

Santander Locals provide face-to-face support for customers in areas where a branch has been closed, and a Banking Hub is not required.

01/30/2026

CaixaBank posts a net profit of €5.89 billion in 2025, up 1.8%, driven by strong business growth

CaixaBank, with more than €664 billion in assets, serves 20.7 million customers in Spain and Portugal through a network of over 4,500 branches.

01/30/2026

Mattioli Woods partners with J.P. Morgan to boost Centralised Investment Proposition

Under the agreement, J.P. Morgan Asset Management will design and manage a suite of bespoke global multi-asset, growth-tilted portfolios built exclusively for Mattioli Woods.

01/30/2026

Deutsche Bank hits 2025 financial targets with record full-year and fourth-quarter profits

Deutsche Bank has announced a record profit before tax of € 9.7 billion for 2025, up 84% compared to 2024.

01/30/2026

Intesa Sanpaolo takes over Reyl completely and appoints a new CEO

Fideuram – Intesa Sanpaolo Private Banking has acquired the remaining approximately 24 percent of the Swiss company Reyl Intesa Sanpaolo.

01/30/2026

The advantages of private banking with Lombard Odier

The advantages of private banking go beyond managing assets; it’s about creating a trusted partnership that evolves with your ambitions and the world around you.

01/29/2026

Where will the fixed income sweet spot be in 2026?

Solid – but not overheated – growth could create fertile ground for carry-focused fixed income strategies in 2026.

01/29/2026

Fairstone predicts another record year for DBO acquisition programme

The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026

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Standard Life offers attractive returns for shareholders after Aegon deal, says UBS

04-20-2026

L&G names Nigel Drury as Asset Management Chief Risk Officer

04-21-2026

Building Resilience in Private Wealth Structures: a Long-term Perspective

04-21-2026

CMB Monaco completes strategic technology transformation with Deloitte Luxembourg

04-21-2026

Zurich UK launches Private Client Service for UHNW clients

04-21-2026

Change of Nominated Adviser and Board Changes

04-21-2026

Quilter plc First Quarter 2026 Trading Statement

04-22-2026

Praxis appoints Luke Cornish as Client Services Director in Jersey

04-22-2026

Smart Wealth Names AI Veteran Angelo Calvello to Advisory Board

04-24-2026

The CEO of a $24 billion Dutch lender has sandwiches once a week with the staff to hear their views and get them on side with cost cuts

04-24-2026

Rothschild & Co receives four major awards from Global Finance

04-24-2026

Building a nation of investors

04-24-2026

Fiera Real Estate provides £115 million to refinance One Station Hill, Reading

04-24-2026

SEB Nordic Energy doubles capital – continues investing

04-24-2026

FCA calls on law firms and claims management companies to consider the position of their clients

04-24-2026

Transfer Pricing in Swiss Asset Management: Where challenges are likely to emerge in 2026

04-24-2026

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