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Wealth and Asset Management

08/25/2026

BCGE : An unprecedented half-year performance

BCGE fully fulfilled its mission to support Geneva’s economy, with lending up 2.1% to CHF 21.8 billion.

08/25/2026

AJ Bell Custody Solutions signs Daintree Wealth Management

AJ Bell Custody Solutions has signed an agreement with Daintree Wealth Management.

08/25/2026

VP Bank increases profit to CHF 32.4 million in the first half of 2026

Assets under management also developed positively.

08/25/2026

How Hong Kong and the UAE are shaping international wealth planning

Jurisdictions are increasingly assessed not only for what they offer individually, but for how they fit into a wider strategy spanning multiple countries, assets, and generations.

08/25/2026

New bank: Uneventful first half of the year in Vaduz

Assets under management rose to CHF 7.89 billion, up from CHF 6.42 billion at the end of June 2025.

08/24/2026

Deutsche Bank to take space at YY London, Canary Wharf, from early 2028

YY London offers a high-quality, future-ready workplace designed for collaboration, with strong sustainability credentials and smart building technology.

08/24/2026

Temenos Named a Leader in Gartner Magic Quadrant for Retail Core Banking Systems, Europe

Temenos achieved the strongest overall position for its completeness of vision

08/24/2026

AllianceBernstein targets UK retail growth with plan to double assets

Its UK retail business is worth around £3.3bn.

08/24/2026

UK launches home inspections to determine 'mansion tax' wealth surcharge

Taxman cometh: properties worth over £2 million ($2.6 million) will fall into a new tax band

08/24/2026

French wealth manager for Americans living in Europe opens New York office

Levitt Capital Management was founded to address the advice gap facing US citizens who relocate to Europe

08/24/2026

Kingsford Wealth Management merges with Dragon Wealth

The merger has now brought the two companies together under one roof at the former's offices at Victoria Court in Bexton Road.

08/21/2026

UBS Global Wealth Management lifts S&P 500 year-end target to 8,100

The wealth management arm of UBS Bank, ​UBS Global Wealth Management is the ​newest addition to a growing chorus of global ⁠research firms forecasting the S&P 500 ​will be above 8,000 by the end of ​2026.

08/21/2026

Wealth Shortlist Update: BlackRock European Dynamic

The fund is managed by Giles Rothbarth, who has been involved with the fund since 2015 before becoming lead manager in 2021.

08/21/2026

Vontobel is 'reviewing our whole customer lifecycle process'

Executive Gianpiero Galasso details how Vontobel is keeping up with the trends of new technologies and generations as part of our private banking award video series.

08/21/2026

Channel Islands and Isle of Man nominees named for Citywealth IFC Awards

The public vote is now open to allow the global private wealth industry to have their say.

08/21/2026

Independent Wealth Managers: Beware of «Shadow AI»

Generative artificial intelligence promises considerable efficiency gains in exactly these areas, precisely where small teams still do a great deal by hand.

08/20/2026

Wealth manager expands in North East heartland

Fairstone has bought Sunderland-based Grainger Financial Planning and Riverstone Wealth Management, which is based in Morpeth, in Northumberland.

08/20/2026

Standard Chartered and HSBC execute first live tokenised deposit transaction on Swift’s blockchain-based ledger

Milestone signals next step for cross-border payments as regulated deposits issued by banks are connected through Swift’s digital blockchain-based ledger

08/20/2026

LGT reports strong net new asset growth and significant increase in profitability in first half of 2026

In the first half of 2026, global financial markets remained resilient despite geopolitical tensions and economic uncertainty, delivering positive returns overall amid heightened volatility.

08/20/2026

Trust overtakes fees when investors choose wealth managers

The study of 1,000 US consumers with at least $20,000 in investable assets found trust and reputation ranked ahead of fees, pricing and other traditional considerations.

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Ten largest wealth managers now have nine tenths of clients

08-19-2026

Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

08-19-2026

Banco Económico S.A. Bolivia Awarded the Best Bank Digital Transformation Bolivia 2026 by Global Banking & Finance Review

08-21-2026

Vanguard launches three global equity ETFs

08-21-2026

Revolut applies for Finnish banking licence to support European expansion

08-21-2026

Temenos Named a Leader in Gartner Magic Quadrant for Retail Core Banking Systems, Europe

08-24-2026

Triodos Bank UK appoints Lauren Couch head of business banking

08-21-2026

Nationwide launches free credit score widget

08-21-2026

EFG International appoints Ranjit Khanna as CEO of its Dubai Advisory Office

08-25-2026

BCGE : An unprecedented half-year performance

08-25-2026

European banking rewards in 2026

08-25-2026

Families could face 91% tax hit on inherited pensions from April, NFU Mutual warns

08-25-2026

Aviva enhances High Value protection offering

08-25-2026

Aegon AM launches financial credit opportunities fund

08-25-2026

What makes or breaks the digital euro

08-25-2026

AJ Bell Custody Solutions signs Daintree Wealth Management

08-25-2026

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