04/13/2026
Swiss court drops UBS from Mozambique tuna-bond money-laundering case
The court said UBS could not be held responsible for alleged misconduct connected to events that took place long before the emergency takeover of Credit Suisse.
Wealth and Asset Management
04/13/2026
The great sector shake-up
Shifts in market leadership so far in 2026 underscore the importance of staying focused on long‑term fundamentals.
04/10/2026
Private banking for a new generation: How millennials approach wealth in the UK
From ESG integration to entrepreneurial liquidity, Brown Shipley explores the five key priorities redefining private banking for today’s digital-native wealth creators.
04/10/2026
Annual General Meeting of Julius Baer Group Ltd.
The members of the Board of Directors and of the Executive Board were discharged for the 2025 financial year.
04/10/2026
York City FC and Titan Wealth extend multi-year partnership, with expanded support across the club
The renewed agreement will see Titan Wealth continue as front-of-shirt sponsor for the men’s first team, alongside significant branding and activation across the club.
04/09/2026
Söderberg-backed Vintage completes £400m advice firm deal
The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning.
04/09/2026
Don't just do something, stand there!
When markets are uncertain, it may be tempting to make changes even when we know that we shouldn't mess with our established strategy. What are some good ideas to "scratch the itch" of action bias?
04/09/2026
Deutsche Bank’s 2026 AGM to be held in person again for the first time since 2019; dividend again increased for shareholders
The Supervisory Board and Management Board are very much looking forward to a direct and open exchange with our shareholders.
04/09/2026
Temenos announces completion of its second 2025 share buyback program
The shares were repurchased for general business purposes, including employee equity incentive plans and/or the financing of potential acquisitions.
04/09/2026
GBST listed in Global WealthTech 100 for seventh consecutive year
We see clear value in AI’s ability to improve efficiency and automate manual tasks within wealth management.
04/09/2026
Stonehage Fleming emphasises time, patience and discipline for successful investing
The family office believes sustainable wealth creation depends less on bold, high‑risk decisions and more on consistent, careful choices.
04/08/2026
Quilter granted Targeted Support permissions
Quilter Invest also provides advisers with a proposition for clients who may not be ready for holistic financial advice.
04/08/2026
UBS, PostFinance, Sygnum, Raiffeisen, Zürcher Kantonalbank, BCV and Swiss Stablecoin AG launch joint CHF stablecoin sandbox
Stablecoins are gaining international importance and play a significant role in transforming the financial system.
04/07/2026
Vontobel opens office in Düsseldorf
Currently, private clients throughout Germany are served by the offices in Munich and Hamburg.
04/07/2026
How Prometeia is transforming wealth management in Luxembourg
The Luxembourg operation is structured around three core service areas.
04/07/2026
Hoxton Wealth partners with BNY Pershing to enhance platform experience
The firm said the move is intended to improve operational efficiency, data integration and client servicing
04/07/2026
Trust drives growth – Kaiser Partner Privatbank AG reports a significant increase in results
The Values Compass forms the basis for decisions and shapes our day-to-day work with clients.
04/07/2026
JTC 2025 Full Year Financial Results
Resilient Full Year Performance with Record New Business Wins as JTC Enters New Era
04/07/2026
Family offices embrace AI for operations but hold back on investment
Around 74% of respondents anticipate increasing their exposure to AI and other digital assets over the next three years, with one in five planning a ramp-up in investment.
04/02/2026
Wealth management mergers, rival equine banks and pheasant for dinner
News from London and beyond, including a potentially promising FTSE and the ‘Diva of divorce’ opening her first satellite office. Edited by Alec Marsh