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Wealth and Asset Management

06/11/2026

Why Wealth and Asset Managers must innovate

Neil Connor discusses why innovation is necessary not optional for the sector

06/11/2026

Britain needs more wealth creation, not a tax war on billionaires

Policies designed to target ultra-high-net-worth individuals risk falling on the middle class

06/10/2026

Mediolanum to launch flexible fixed income fund for ‘Best Brands’ umbrella

The sub-fund will be managed by PIMCO, as well as other fund managers in time

06/10/2026

Wealth manager targets Wales growth with hub

They add the Vision Court-based endeavour is supporting more than 4500 clients and managing assets worth more than £400 million.

06/10/2026

Why better data management is non-negotiable in wealth management

Data management should not be the preserve of specialists or a technical team

06/10/2026

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group

Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.

06/10/2026

Julius Baer successfully places EUR 500 million senior unsecured notes

The transaction was targeted at European institutional investors and the proceeds will be used for general corporate purposes.

06/10/2026

Edmond de Rothschild Asset Management strengthens quantitative management team and launches the first three funds in its Quartz range

These systematic equity strategies are based on advanced mathematical models, while giving a central role to the fund managers’ judgement in defining and monitoring investment approaches.

06/10/2026

NSN Cycling Team and CBH Compagnie Bancaire Helvétique announce three-year partnership

Through this partnership, CBH Bank will support the Team's international racing program and broader sporting development across key competitions throughout the season.

06/09/2026

Pictet raises $1.53bn for private equity co-investment fund

Pictet has announced the final close of its oversubscribed Monte Rosa Co-Investments VI private equity fund.

06/09/2026

Mattioli Woods and Kingswood Group unify under one brand, enhancing integrated client experience

The unified brand reflects a shared commitment to delivering a more seamless, high-quality client experience.

06/09/2026

Why DNB Is Expanding on Both Switzerland and Spain

When it comes to banking and asset management in Norway, DNB is impossible to overlook.

06/08/2026

Wealth management: how to stay on course when markets lose their bearings

For Philippe Gay, Head of the Swiss Offering at Lombard Odier, it is precisely at times like these that discipline, a long-term vision and a holistic approach to wealth management make the difference.

06/08/2026

Temenos acquires additiv to strengthen its Wealth proposition and accelerate AI-driven orchestration

The acquisition of additiv further strengthens Temenos’ offering in Wealth Management with native mass-affluent capabilities and a proven AI-enabled orchestration layer.

06/08/2026

Deutsche Bank wins three top honours at the Global Private Banking Innovation Awards 2026

These awards reflect the dedication, collaboration and expertise of colleagues across the Private Bank and beyond.

06/08/2026

Family Office Solutions: A Human-Centric Approach to Managing Wealth Across Generations

In a world where information is abundant and investment solutions are widely accessible, the true differentiator lies in structure, discipline, and the ability to connect financial decisions to human dynamics.

06/08/2026

Denmark's Penning acquires Veli's wealth management business

The newly acquired unit will underpin the launch of Penning's new wealth management arm, Penning Wealth.

06/05/2026

Brooks Macdonald Strategic Partnerships (BMSP)

Brooks Macdonald Strategic Partnerships launches to help independent financial advice firms scale for the future

06/05/2026

Institutional Investors and Wealth Managers Believe Tokenized ETFs Will Drive Mass Adoption in the Markets

The debate is no longer centered on the validity of tokenization itself, but rather on the execution and robustness of the infrastructure needed to support its development

06/05/2026

NatWest commits £50m to UK branch network with no further branch closures until at least 2029

NatWest Group will invest £50m in its UK branch network, pausing further branch closures until at least 2029, expanding face-to-face support.

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Deloitte appoints 13 new partners and 4 new managing directors in Luxembourg

06-05-2026

Institutional Investors and Wealth Managers Believe Tokenized ETFs Will Drive Mass Adoption in the Markets

06-05-2026

Ptarmigan Capital Ltd Announces Three Distinguished Leaders to Join its Advisory Board

06-05-2026

Brooks Macdonald Strategic Partnerships (BMSP)

06-05-2026

Temenos acquires additiv to strengthen its Wealth proposition and accelerate AI-driven orchestration

06-08-2026

Pictet Alternative Advisors and Stoneweg add another high-quality asset to their Dutch Logistics Platform “AXIS”

06-05-2026

Nedgroup Investments MD shares thoughts on industry consolidation, ‘experience gap’

06-08-2026

UK-based Creator Fund closes €48.6 million fund to back Europe’s scientific founders before pitch deck stage

06-08-2026

Why Wealth and Asset Managers must innovate

06-11-2026

The UK Wealth Exodus: How To Manage The Reputation Risk

06-11-2026

New concierge service and visa scheme unveiled to help Britain’s fastest-growing firms scale and attract talent

06-11-2026

Reindustrialization of Europe and the US – 2026

06-11-2026

How much do London’s family offices pay? Very good, or very average

06-11-2026

Cross-currency payments between the euro area, Denmark and Sweden go live

06-11-2026

HaysMac welcomes Gary De Souza to senior team

06-11-2026

Incentivisation a possible future for more honest ESG disclosures

06-11-2026

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