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Wealth and Asset Management

01/06/2026

Elston launches multi-platform smoothed MPS

The investment management fee is 0.15 per cent and the underlying OCF is 0.40 per cent-0.46 per cent depending on risk profile.

01/06/2026

JM Finn shortlisted for Investment Management Firm of the Year

Firm among finalists at Citywealth Magic Circle Awards 2026.

01/06/2026

UBS Bets on Unified Leadership to Unlock Post–Integration Value

The integration of Credit Suisse has always been less about branding and more about systems.

01/02/2026

Private markets in 2026: M&A and wealth to continue driving growth

Private markets have taken a central role in global asset management and 2026 will see greater momentum behind the expansion of this market in the wealth space.

01/02/2026

Meeting the evolving needs of high net worth borrowers

Income streams can be diverse and often fluctuate year to year, from dividends, carried interest, rental income, or business profits.

12/30/2025

Portfolio managers of three GAM-managed special situations funds publish open letter on Yutaka Giken tender offer

Albert Saporta and Randel Freeman call for full transparency on the fairness analysis and a materially improved price to protect minority shareholders

12/30/2025

UK Wealth Management Industry Report 2025: Investor Insight, Resident Savings and Investments, Digital Disruptors, Recent Deals

The UK wealth market offers opportunities in retail savings and investments, with a focus on affluent segments holding significant liquid assets. Deposits remain key, growing steadily.

12/29/2025

The great partnership: why asset and wealth managers must act as one

For decades, asset and wealth managers have co-existed separately.

12/24/2025

ING’s Leapfrog in Private Banking: Human Touch Meets Digital Empowerment

As private banking evolves in Europe, ING is carving out a distinctive approach that combines digital innovation with personal guidance. T

12/24/2025

High street banking giants vie for £2.5bn wealth manager Evelyn

Barclays and NatWest are both through to the second round of an auction of Evelyn Partners, which manages nearly £64bn in assets, Sky News learns.

12/24/2025

Season's Greetings from Managers of Wealth

Happy New Year to all

12/23/2025

Will the US dollar dip further as America's rate advantage fades?

They justified the move by citing a modest recovery in Japan’s economy, a tight labor market, and high levels of corporate profits despite the impact of tariffs.

12/23/2025

MUFG sees risk of Swiss National Bank negative rates if Swiss franc stays strong

MUFG analysts argue that persistent franc strength would increase pressure on the SNB to respond through a combination of renewed currency intervention and potentially reintroducing negative interest rates.

12/23/2025

Tailored service and stability: the fundamentals of a swiss private bank

There are many reasons why wealthy individuals choose to live in Switzerland and invest their assets there.

12/23/2025

OpenWealth (CaixaBank Group) surpasses €10 billion under supervision and consolidates its leadership in the management of UHNW and family offices in Spain

CaixaBank was the first bank in Europe to launch this service, with a unique value proposition in the market

12/22/2025

UniCredit issues tokenized structured note for wealth clients

The capital protected note, indexed to Euribor 3M and tailored for professional clients, was digitized using the BlockInvest platform and registered on a public blockchain.

12/22/2025

Prometeia Recognized at the Private Banking Switzerland Awards 2025

Shortlisted in three categories and winner of Wealth Management Technology Platform of the Year in the Swiss market

12/22/2025

Cantonal bank creates private banking department

Thurgauer Kantonalbank is to launch the unit next year, with executive board member Tobias Hilpert to take over after his current market services division is dissolved.

12/22/2025

UBS reportedly prepares for further job reductions in mid-January

UBS is said to be approaching the final year of its Credit Suisse integration, which was acquired in a government-brokered emergency deal in 2023.

12/22/2025

S64 and Bridgepoint join forces to launch cornerstone Open-Ended Evergreen Private Equity offering for Private Wealth

Bridgepoint Generations is the Bridgepoint Group’s cornerstone product for private wealth.

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Close Brothers also declines to challenge car finance redress

04-27-2026

Pictet WM recruits from UBS for Asia CIO

04-23-2026

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

Netherlands’ Plan for Tax on Wealth Sparks Fierce Opposition

04-29-2026

Redemption of UBS Group AG additional tier 1 capital instrument

04-29-2026

UBS's first-quarter 2026 results

04-29-2026

Aviva makes Michelle Leahy head of insurance operations

04-29-2026

Miller names Lockton veteran Graham Wynes as head of claims

04-29-2026

How will the concept of portfolio diversification change in 2026?

04-29-2026

Santander adds eight million customers, with revenue up 4%, costs down 3% and underlying EPS increasing 17%

04-29-2026

PFS attracts 500 new members in nine months through talent drive

04-29-2026

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