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Wealth and Asset Management

02/05/2026

Barclays and NatWest to table rival bids for £2bn wealth manager Evelyn

The high street banking giants both intend to table formal bids on Thursday for private equity-backed Evelyn Partners as an auction nears its conclusion, Sky News understands.

02/05/2026

Quilter’s WealthSelect continues growth trajectory, smashing past £25bn mark

The UK’s largest Managed Portfolio Service has seen assets jump 37% in just one year

02/05/2026

Tavistock issues statement on expanded legal dispute with Titan

It is therefore particularly disappointing that we have now had to include these new causes of action in respect of Titan’s MPS

02/05/2026

With trillions in transition, trust has never been more important for wealthy families

Warren Thompson, Head of Coutts International & Family Office, reflects on how evolving family dynamics have reinforced the enduring importance of trust in wealth services.

02/05/2026

BNP Paribas Group: Results as of 31 December 2025

The Board examined the Group’s results for the fourth quarter 2025 and approved the Group’s accounts for 2025.

02/05/2026

Jim London: Prudent consolidation and the rewiring of modern wealth management

What began as a route to scale has become a structural response to rising regulatory demands, shifting adviser demographics and the increasing cost of delivering advice.

02/05/2026

Benchmark completes £450m buy-out to secure succession for two partner firms

Both businesses have embraced Benchmark’s award-wining technology and compliance solutions to drive sustainable growth and deliver consistent, high-quality client outcomes.

02/05/2026

Better-than-expected growth points to a stable US, European outlook

Despite the continuing impacts of US tariffs on consumers and trade, we expect global growth to stay close to potential, and broadly stable compared with 2025’s levels.

02/05/2026

Liontrust Brings Together Fixed Income Capabilities into Single Team

The combined capability will benefit Liontrust’s existing fixed income clients, including the Sustainable Future (SF) managed range and the Multi-Asset funds and portfolios.

02/05/2026

JTC PLC Pre-Close Trading Update

Resilient new business wins and latest acquisitions integrating well

02/04/2026

Twelve Securis and Union Bancaire Privée (UBP) strengthen cooperation with new jointly developed ILS Fund

The collaboration reflects the shared commitment of both firms to delivering innovative investment solutions in a dynamic but evolving market environment.

02/04/2026

Titan Wealth completes acquisition of IWP adding £6.9bn to AUM

The group said it now has 225 client-facing financial advisers across the UK

02/04/2026

UBS's fourth-quarter and full-year 2025 results

High trading activity across Global Wealth Management and the Investment Bank underpinned by broad-based client engagement

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.

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Citibank’s London unit fined £4.7m for breaching Russia sanctions

09-03-2026

Royal London appoints Daniel Cazeaux as interim CEO of Royal London Asset Management

09-04-2026

The Federal Council elects Christoph Ammann as the new President of the Governing Board of the Swiss National Bank

09-03-2026

Wealth management shake-up continues as more senior figures exit Davy and Unio

09-03-2026

Verium brings in former Goldman Sachs Switzerland head as partner

09-04-2026

VeriPark selected by Queensland Country Bank to support major technology transformation

09-04-2026

KPMG Switzerland appoints new heads for Financial Services and Advisory

09-04-2026

Standard Life awards £3bn emerging markets mandate to Ninety One

09-04-2026

The rise of branded residences: key UK tax considerations for owners and investors

09-10-2026

Advisers urged to talk to all clients about ESG preferences

09-10-2026

Black Vanilla promotions strengthen senior team

09-10-2026

European wealth gap remains despite rise in investment

09-10-2026

Is Britain sleeping on £300bn? King’s Cross installation sounds alarm on Britain’s savings inertia

09-10-2026

UK government launches corporate reporting reforms

09-10-2026

LSEG recruits Jonathan Lofthouse as CIO of data and analytics

09-10-2026

Lisa Jacobs to step down as CEO of Funding Circle

09-10-2026

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