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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.

Team to acquire Epic investment mandates and Epic Guernsey business

The company said the mandates are mainly multi-asset, fund-based and discretionary, and fit with its current investment approach.

J Safra Sarasin reports higher AUM and profits

The private banking group’s cost/income ratio fell but was still a healthy 48.6%.

Mirabaud Wealth Management head of investments emphasises diversification amid market uncertainty

He reports to Camille Vial, CEO of the Bank.

Manulife strikes global partnership to expand wealth and retirement reach

Transatlantic alliance with UK’s L&G includes distribution and investments to boost global wealth solutions offering

Aquila launches spinoff independent asset manager

The group had previously ceased asset management operations in 2019 to focus on its B2B platform.

Head of PBWM Segment Management

This role integrates segment strategy, marketing, operational support, performance analytics, and business case management to ensure a best‑in-class client and advisor experience across all channels.

Firenze and Third Financial Join Forces to Offer a Multi-Million Pound Estate-Planning Solution

The borrower, an Executive of a UK company, held a substantial investment portfolio but sought access to liquidity without selling assets, triggering CGT, or transferring custody.

Creative Planning Expands International Footprint With MASECO Acquisition

The acquisition will add 123 employees and over $5 billion in assets under management.

Wealth and Asset Management