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Quilter Invest also provides advisers with a proposition for clients who may not be ready for holistic financial advice.

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.

Vontobel opens office in Düsseldorf

Currently, private clients throughout Germany are served by the offices in Munich and Hamburg.

How Prometeia is transforming wealth management in Luxembourg

The Luxembourg operation is structured around three core service areas.

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

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.

JTC 2025 Full Year Financial Results

Resilient Full Year Performance with Record New Business Wins as JTC Enters New Era

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.

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

TEAM sees assets swell by £1bn following latest acquisitions

All three divisions within the group grew organically prior to the recent acquisitions

Franklin Templeton is experiencing strong momentum in Switzerland

Franklin Templeton has long been present in the Swiss market but maintained a relatively low profile.

Evelyn Partners completes the sale of its employee benefits consultancy to Howden

This milestone marks the formal transfer of EPFS and its team to Howden, completing the transaction first announced on 11 November 2025.

Lugano independent asset manager enters liquidation

The district court of Lugano issued a bankruptcy ruling for DVB Asset Management.

Nedbank Private Wealth launches Isle of Man future leaders’ initiative

“The turnout and energy at the first event was fantastic, and we were pleasantly surprised with the enthusiasm and openness of attendees,” Karim Chowdhury added.

Private credit fault lines

For a loan to be impaired, the equity cushion must first be eroded, and that erosion must originate from deteriorating fundamentals, margins and cash flows at the enterprise level.

Leonteq update ahead of its Annual General Meeting

The final review of these points started in the first quarter of 2026 and is expected to complete in due course.

Syz Group accelerates growth as profits and AuM rise

These strong results reflect the Group’s efforts of continuous strategic evolution towards a more dynamic, diversified, and innovation-led offering across all lines of business.

Crédit Agricole CIB strengthens its presence in Brazil with a €200 million capital increase in its Brazilian subsidiary, Banco Crédit Agricole Brasil

The capital injection enables BCAB to participate in larger transactions in local currency and expand its role in the Brazilian financial ecosystem.

Wren Sterling continues national expansion with acquisitions in the South West and Scotland

Keyte Ltd in Taunton and Mackenzie Taylor in Glasgow strengthen regional advice hubs

Raiffeisen to buy BBVA’s Romanian unit in €591m deal

The deal remains subject to regulatory approvals and is expected to complete in the fourth quarter of 2026.

Wealth and Asset Management