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Wealth and Asset Management

08/14/2026

Citi Investor Services Wins US$380 Billion Middle Office Mandate from Aegon Asset Management

As Citi realizes opportunities with asset managers globally, the mandate underscores Citi’s ambitions to scale growth on Aladdin

08/13/2026

FINMA welcomes the Federal Council’s consultation drafts on the legislative package to strengthen the “too big to fail” framework

In particular, it advocates for the strengthening of instruments with a preventive effect.

08/13/2026

LegadoSign Selected by Aberdeen Adviser to Power Secure Digital Onboarding at Scale

Delivered through FNZ, LegadoSign will support thousands of customer signatures each month across Aberdeen Adviser’s individual customer onboarding journeys

08/13/2026

Brooks Macdonald and Woven Advice partner to help advice firms put their investment propositions into practice

IFAs have long had access to tools to research and construct a central investment proposition.

08/13/2026

Half-year results 2026 Aargau Cantonal Bank

Continued strong growth in customer business and commission success.

08/13/2026

Glarner Kantonalbank reports a successful first half of 2026

The half-year results for 2026 surpassed the already strong second half of 2025.

08/13/2026

TISE Reports H1 2026 Listing Results; Sets Records for Total Number and Value of Listings

The total market value of listed securities reached a record £813 billion at 30 June 2026, an increase of 4.7% YoY.

08/13/2026

IA Global Financial Services Awards 2026 Winners and Highly Commended revealed

These awards are unique as there is no application process - each company has to be nominated by IA's advisors, brokerage or wealth management readers.

08/13/2026

Eight in 10 fear life chances depend on family wealth as grandparents fund university

Rising university costs are driving greater reliance on the Bank of Grandma and Grandad, with education funding increasingly linked to estate planning.

08/12/2026

Berner Kantonalbank significantly increases profit

Operating profit improved even more significantly, increasing by 12.3 percent to CHF 127.8 million.

08/12/2026

Utmost Group plc: HY 2026 Trading Update

Strong growth momentum continues with £4.4bn of inflows (up 16% on a normalised basis) and a 6% increase in AUA to £123.4bn

08/12/2026

BLKB achieves a solid half-year result for 2026

The result was driven, among other things, by the dynamic development in the securities and investment business as well as in the interest income business.

08/12/2026

Pictet’s $13bn robo fund ‘clearly exposed’ to AI capex freeze - but PMs aren’t panicked

Portfolio manager Daegal Tsang says 'totally unloved' software names help to hedge his team's Robotics strategy against a halt in AI spend.

08/12/2026

ABN AMRO cancels shares repurchased under €250 million buyback programme

The decision by the Executive Board to cancel these ordinary shares is in line with the intention to reduce capital as stated in the announcement of the share buyback programme on 27 March 2026.

08/12/2026

Why big wealth-management tech rollouts go wrong

The money is not the problem. What keeps going wrong is who the rollout actually gets built for.

08/11/2026

Deutsche Bank appointed as RMB Clearing Bank for Europe

First European bank to receive the designation, strengthening China-Europe financial connectivity

08/11/2026

WH Ireland adopts MorganAsh platform for vulnerability support

The wealth management and financial planning firm will use MARS across its retail client base, providing relationship managers with additional tools to identify vulnerable clients.

08/11/2026

Swiss parliament committee still without deal on UBS capital rules

But UBS, which acquired its old rival Credit Suisse after its 2023 collapse, argues the burden is excessive, would weaken its competitive position and hurt Swiss banking.

08/11/2026

Quilter CEO not concerned about FNZ’s ‘financial pressures’

Steven Levin said he is ‘very comfortable’ with its tech and custody provider despite FNZ’s growing losses and financial challenges.

08/11/2026

Titanbay and Coller Capital partner to expand access to evergreen secondaries

Wealth managers will be able to use Titanbay's technology as an additional route to access and trade Coller Capital's secondaries funds

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ABN Amro forms partnership with Mistral AI

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London the world’s ‘most intelligent city’ according to BCG AI benchmark

08-07-2026

Lloyds Bank should publish the human cost of its AI savings

08-07-2026

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08-10-2026

Citi Investor Services Wins US$380 Billion Middle Office Mandate from Aegon Asset Management

08-14-2026

Why confidence matters for entrepreneurs, investors and growth – interview with Mark Goddard

08-14-2026

Gold investing made easier with ETCs

08-14-2026

Changes to the way your second home is taxed in box 3 of the tax return

08-14-2026

Ellis joins Clifton Asset Management as new CFO

08-14-2026

Advice demand strong despite low uptake, Inzuzo finds

08-14-2026

EBA data shows EU banks’ climate risk exposure holds steady

08-14-2026

Santander repurchases 20 million shares in buyback program

08-14-2026

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