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Acquisition flurry adds £2bn in assets to wealth management consolidator

The deals included its biggest acquisition to date, with the February purchase of West Midlands-based Prosperity Wealth.

Wealth manager 'will push on' after £2 billion boost

The acquisitions were completed through Fairstone’s downstream buyout programme, which allows business owners to work with a company and grow operations while planning for a sale at a future date.

Indosuez Wealth Management in Monaco, partner of the Monaco Blue Initiative and the Blue Economy & Finance Forum 2026

CFM Indosuez, Crédit Agricole CIB and Crédit Agricole S.A. are once again partners of the Monaco Blue Initiative (MBI) and the Blue Economy & Finance Forum (BEFF) 2026, illustrating the Group’s collective commitment to responsible

1291 Group Acquires IPG, Strengthening Global Wealth Protection Across the Americas

The acquisition accelerates 1291 Group's growth across the Americas, deepens its exposure to traditional life insurance, and complements its established expertise in tailored solutions, while bringing IPG's existing client and partner relationsh

AAB Wealth expands with two advice firm acquisitions

The acquisitions take AAB Wealth’s assets under advice to £2.5bn and expand its client base to more than 2,500 families, with the team now exceeding 130 professionals across the UK.

Investec applies for Ireland banking permit – report

Such approval would improve its capacity to support corporate and affluent clients.

Julius Baer AUM hits SFr 528bn, signals “substantially higher” H1 profit

The bank attributed the increase to supportive market movements and SFr 3bn in net new money.

BBH advances API‑Driven account opening connectivity with custodians

Brown Brothers Harriman today announced an expansion of its account opening API connectivity to custodians, with SEB being the first to implement the solution.

Investec updates its Private Client growth strategy

The model is locally delivered with a clear segment focus, ensuring relevance and meeting its clients’ needs.

7IM posts record Q1 net sales amid platform expansion

The firm’s advised net-to-gross sales ratio also doubled to 49.6%, reflecting stronger asset retention and growth across both organic and acquisition-driven channels.

Julius Baer: Interim Management Statement for the first four months of 2026

This overall strong performance was driven by record-high assets under management, exceptionally strong client activity, and sustained cost discipline.

Close Brothers accelerating cost cuts as motor finance bill mounts

The group revealed in March it was cutting around 600 jobs – nearly a quarter of its 2,600-strong workforce – over the next 18 months across its teams in the UK and Ireland under the cost saving overhaul.

Master Charitable Trust named ‘Best UK Donor Advised Fund 2026’

It is a pleasure to support the generosity of Master Charitable Trust donors, and a privilege to uphold the bank’s longstanding tradition of pioneering philanthropy.

UBS Wealth Management EMEA Head Relocates to the Middle East

In addition, the bank is making changes to the regional structure within the division.

Schroder Oriental Income Fund Limited - Half Year Results

The Trust aims to tap into the Asian income story by focusing on quality companies with attractive dividend growth prospects.

Investing in young people: the commitment of the Delen Private Bank Philanthropy Fund

The Fund – managed by the King Baudouin Foundation – supports projects for young people facing social, mental, or education-related vulnerabilities.

Fideuram Direct in Belgium and Luxembourg: international growth continues

The established presence of the Intesa Sanpaolo Group in the region through Intesa Sanpaolo Wealth Management further strengthens this positioning.

Cazenove Capital and Blue Earth announce three‑year strategic partnership

Through its Summit, Forum and year‑round platform, it aims to connect capital with solutions that address some of the world’s most pressing social and environmental challenges.

Investec eyes City hiring spree in major move into UK private banking

The expansion will boost its banking presence in London, as it seeks out wealthy clients for what will become a ‘full service primary bank”.

4M26: Record net profit in excess of CHF 130 million; annualised NNA growth rate¹ of 6% - EFG International

Revenue margin was 93 basis points in the first four months of 2026, compared to 97 basis points for the first four months of 2025 and 93 basis points in the second half of 2025

Wealth and Asset Management