07/08/2026
Majority still favour passing on wealth despite inheritance disputes
Many have also seen more serious disagreements escalate into formal legal disputes.
Wealth and Asset Management
07/07/2026
Julius Baer publishes Global Wealth and Lifestyle Report 2026
The report highlights the growing importance of currency and mobility in a fragmented global economy.
07/07/2026
Quatuor, a new player in wealth advisory in France
The project is backed by a uniquely combined set of profiles: investment professionals from financial markets, asset management and private equity, joining forces with experts in wealth advisory.
07/07/2026
Intesa Sanpaolo opens advisory service in CEE
The new model is already operating in Hungary and Slovakia and will be extended across the region as well as Egypt.
07/07/2026
Praxis private wealth specialist Alex Smedley shortlisted in eprivateclient Crown Dependencies NextGen Leaders list
The accolade recognises rising stars working across the private client advisory professions in Guernsey, Jersey and the Isle of Man.
07/07/2026
Fairstone launches Aberdeen hub after double acquisition
The wealth manager has bought independent financial advice firms City Gate Aberdeen and Albyn Associates, both based in Aberdeen.
07/07/2026
A successful credit long/short strategy: the UBP-Brigade partnership
Brigade’s extensive expertise in corporate credit and structured credit made it a natural fit to design and manage this capability.
07/07/2026
Schroders Wealth Management responds to growing UHNW complexity with new Global Wealth Advisory service
The service complements Schroders Wealth Management’s existing investment management, wealth planning and family office capabilities.
07/07/2026
Crestbridge Fiduciary achieves triple win at Jersey Compliance Awards
In addition, judges pointed to Claudia as a team member who has “established credibility and demonstrated meaningful impact” as well as her “learning agility and initiative in the face of operational challenges”.
07/06/2026
ING accelerates growth in Private Banking with strategic investment in leading Spanish wealth manager Singular Bank
Both parties will work on further commercial cooperation in already identified, tangible opportunities for growth in client base and assets under management, access to new business prospects, and strategic insights.
07/06/2026
Withers Italy recognised as 'European Private Client Team of the Year' at the Chambers High Net Worth Awards 2026
Organized by Chambers and Partners, the High Net Worth Awards are based on the annual independent research conducted by the Chambers High Net Worth Guide, a benchmark for the international high-net-worth advisory market.
07/06/2026
Schroders accelerates strategic reshaping of Wealth Management through sale of Benchmark to Söderberg & Partners and establishes long-term asset management partnership
It creates a focused Wealth Management business centred on Cazenove Capital in the UK and Schroders Wealth Management internationally, enabling continued investment in people, technology, and client capabilities.
07/06/2026
J. Safra Sarasin Group to acquire remaining stake in Saxo Bank, with Kim Fournais remaining Chairman of the Board of Directors
Kim Fournais will remain Chairman of the Board of Directors of Saxo Bank.
07/06/2026
Tim Rimmer Recognised in eprivateclient’s 2026 Crown Dependencies NextGen Leaders List
This recognition highlights Tim’s continued contribution to JTC’s Private Capital Services team and reinforces the depth of talent across the Group.
07/03/2026
Standard Chartered and LMAX Group execute first live digital asset prime brokerage trades
The trades were executed on LMAX Group’s regulated institutional digital asset venue, LMAX Digital, demonstrating an integrated execution and intermediation model.
07/03/2026
Titan Wealth compliance team recognised with two awards
The Jersey Compliance Awards’ judges complimented the team for its culture, particularly during the 2024 acquisition of Ravenscroft by Titan Wealth and then the integration into a global group.
07/03/2026
BBVA Launches Independent Multi-Family Office Service for Fortunes Between 30 and 300 Million Euros
The service starts with a team of 10 senior professionals, each with more than 20 years of experience.
07/03/2026
Julius Bär to loosen client ban as Benko clean-up nears end
Likely shift to signal an end to the so-called Benko crisis at the Swiss bank
07/03/2026
Stuart Beaver named Best Financial Planner at EISA Awards 2026
The award, which is voted for by industry peers rather than entered through a formal submission process, reflects the high regard in which Stuart is held across the entrepreneurial and investment communities.
07/02/2026
7IM pledges ‘genuine value’ for advisers in multimillion growth plans
The company is also rolling out the first of many updates, after having spent time in 2025 “getting a great team, tech and roadmap in place”.