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Wealth and Asset Management

07/21/2026

Cazenove Capital publishes its first 2025 Sustainability and Impact Report for the Impact Growth Strategy

By combining a disciplined investment process with a focus on real-world outcomes, we aim to demonstrate how capital can play a powerful role in building a more inclusive, resilient and sustainable future.

07/21/2026

New York financial experts establish AI hedge fund in Zug

The boutique firm combines fundamental stock analysis with proprietary AI models to generate its own investment assessments.

07/20/2026

Delen Private Bank acquires Dutch wealth manager Van Lanwick & Co.

The Belgian bank aims to finalise the transaction within the year, subject to regulatory approval.

07/20/2026

How ZKB is 'levelling up' its private banking business

ZKB's roots remain in Zurich, but Florence Schnydrig Moser details how its private bank has set its eyes on international horizons and reorganised the team.

07/20/2026

Seven Street Wealth delivers success and plans succession

Independent financial planning firm records 40% revenue growth and invests in team

07/17/2026

Introducing Q3: New Longevity report by RBC Wealth Management reveals how 45-75 year olds are redefining later life

RBC Wealth Management is responding to this new reality with dedicated research and expert insight, shedding light on the opportunities and challenges facing clients whose lives may well extend to 100 years and beyond.

07/17/2026

CrediaBank enters strategic partnership with BNP Paribas Asset Management to accelerate Wealth Management growth

The collaboration is designed to strengthen the Bank's advisory capabilities and support the delivery of tailored, high value -added investment solutions that address the evolving needs of its c ustomers .

07/17/2026

St James's Place shares down amid AR exits

At least one large firm heads to Söderberg with a second rumoured to follow

07/17/2026

Temenos completes the acquisition of additiv

The founder-led management team will continue to run additiv on a stand-alone basis after closing.

07/17/2026

Fairstone adds £183m with North East acquisitions

The firms have now completed their initial partnership periods and become fully part of Fairstone.

07/17/2026

Vaduz IAM unveils rare higher-risk fund for newer investors

CIO and CEO Thomas Trauth details the thinking behind the new fund being launched by Vaduz-based IMT Asset Management.

07/17/2026

Deutsche Bank secures “World’s Best for Research” and Fifth Consecutive “Germany’s Best Investment Bank”

The bank was awarded the prestigious title of "The World's Best for Research," a testament to the quality and impact of its global analysis.

07/17/2026

Santander named the World’s Best Bank by Euromoney

Santander is also named the World's Best for Consumer Lending, Latin America's Best Retail Bank, Latin America's Best Investment Bank and Europe's Best Bank for SMEs.

07/17/2026

Ahead of half-year results: These five questions are the focus at Julius Baer

Assets under management reached a record high of CHF 528 billion, while revenues benefited from high client activity and improved cost discipline.

07/17/2026

Julia Dziegiel shortlisted in Citywealth's Future Leaders Awards 2026

The philosophy of the contest is to support future leaders who excel at work but who also make an important contribution to society.

07/16/2026

NatWest Cymru seeks to ‘Power Welsh Ambition’ with investment in new Cardiff head office

NatWest Cymru announce plans to relocate its Welsh headquarters to a new flagship Cardiff office.

07/16/2026

Union Bancaire Privée: Business results for the first half of 2026

This growth was primarily driven by the positive performance of the financial markets since the beginning of the year and the performance of the bank's managed mandates and investment funds.

07/16/2026

Partners Group provides business update and reports record fundraising in H1; reconfirms full-year guidance

Partners Group's broader suite of evergreen strategies recorded the majority of evergreen inflows in H1, with total evergreen client demand at USD 4.2 billion.

07/16/2026

GAM special situations managers cross 5% ownership threshold in Liontrust and build a position in Impax, citing continued engagement and deep undervaluation

It should not be interpreted as a statement of corporate policy or opinion by GAM Investments.

07/16/2026

UBS tries to crack the American market at last

Swiss group wants to be valued as a global wealth manager rather than a European bank but lags far behind Wall St rivals

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

10-15-2026

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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

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10-15-2026

Allianz SE, National Bank of Greece and Allianz Greece sign definitive agreements for minority investment and bancassurance partnership

10-15-2026

Global investors ‘still willing’ to invest in UK economy despite persistent growth concerns HMT consultation on Modernising Payment Services Regulation

10-15-2026

Deloitte’s Cyprus Office Helped Abramovich Firms Relocate Billions in Assets in Apparent Bid to Sidestep Tax and Transparency

10-12-2026

Lloyds names HSBC's Jane Gilmour new CTO

10-13-2026

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

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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

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

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