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Wealth and Asset Management

02/04/2026

Global corporates pivot towards selective capital allocation in 2026 amid resilient growth

Leverage has improved marginally, providing corporates with an average 8 per cent increase in debt headroom year-on-year, while liquidity buffers remain elevated, having risen by 6 per cent.

02/04/2026

Mediobanca’s top private bankers decamp to Deutsche Bank

Move by German lender comes in the wake of Milanese lender’s takeover by Monte dei Paschi

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.

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Close Brothers also declines to challenge car finance redress

04-27-2026

Elliott Management Releases Presentation on Daikin Industries, Ltd.

04-27-2026

ECB signs agreements with European standard setters to facilitate digital euro payments

04-27-2026

Adyen agrees €750m deal for loyalty and incentives platform Talon.One

04-27-2026

Wealth specialists warn of risks to estate planning as IHT receipts reach record £8.5bn

04-27-2026

Brookfield Leans Into UK Pensions To Build Fee Based Insurance Engine

04-27-2026

Legacy rules ‘undermine’ Consumer Duty goals, research finds

04-27-2026

Pantheon’s infrastructure secondaries fund secures approval

04-27-2026

Crédit Agricole SA: LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

05-01-2026

Barclays supports investors with launch of new wealth offering, with more personalised services for Premier customers

05-01-2026

SEB’s results for the first quarter 2026

05-01-2026

ESMA launches a call for evidence on the structure of European equity markets

05-01-2026

ING announces new billion-euro share buyback plan after strong Q1 results

05-01-2026

Parliament agrees Pension Schemes Bill paving way for Royal Assent

05-01-2026

Powering one of the UK’s largest solar portfolios: Eversheds Sutherland advises on £825m financing

05-01-2026

Ad hoc announcement Item 16 KR: Michel Kade newer Admicasa CEO

05-01-2026

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