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Wealth and Asset Management

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.

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.

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Fintel acquires Mortgage Brain to expand adviser technology offering

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Banca March will operate in Luxembourg under its own banking licence from 2027 and open a business centre in Lisbon

10-26-2026

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10-26-2026

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10-30-2026

Impax Asset Management strengthens Listed Equities team with two senior appointments

10-30-2026

OFFSCREEN 2026: changing how we look at art, wealth and passing it on

10-30-2026

Autumn Budget 2026: Key tax changes for high-net-worth individuals, businesses, and investors

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EIB and Deutsche Bank launch €560 million partnership to power Europe’s space businesses

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CDB 27: revised code of conduct on combating money laundering from 2027

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