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
Wealth and Asset Management
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
07/16/2026
Wealth manager expands with heartland region moves
The deals come after the businesses joined Fairstone’s downstream buyout programme in 2024, which allows owners to work with the company and grow operations while planning for a sale.
07/16/2026
Unlocking Profitable Growth Through Scalability in Wealth Management
While less than half are achieving consistent scale, the link between scale and profitability is clear.
07/16/2026
Groupe Banque Richelieu reaches €11 billion in assets under management and displays remarkable financial strength
This momentum paves the way for ambitious development in the years to come.
07/15/2026
Rathbones warns business owners at risk on pensions
One of the UK's leading wealth managers submits evidence to the Pensions Commission to highlight challenges faced by the self employed
07/15/2026
RBC Wealth Management reveals impact of longevity on financial planning
Fifty-seven per cent say that having a clear sense of purpose motivates them to stay financially disciplined, while half (53%) agree that it gives them the drive to take care of both their health and finances.
07/15/2026
Bergos : Successful First Half Of 2026
Despite a challenging market environment, Bergos further strengthened its market position and generated important growth momentum.
07/15/2026
Investec appointed as Joint Corporate Broker to RS Group plc
This announcement builds on our team’s strong momentum in 2026, following recent appointments as adviser to Telecom Plus, Eurowag, and Shawbrook Group and we now proudly advise 52 FTSE 350 clients.