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Wealth and Asset Management

06/25/2026

Rathbones announces partnership with Bristol Bears

Beginning ahead of the 2026/27 season, the partnership will run through to 2029.

06/25/2026

Bantleon fully acquires convertible bond specialist

Subject to approval by the regulatory authority FINMA, the asset manager now holds 100% of the shares in the Zurich-based convertible bond specialist.

06/25/2026

JPMorgan Chase Set to Open Private Banking Office in Hamburg

The office will be located at Domplatz in the city center and cater to clients in northern Germany.

06/24/2026

Van Lanschot Kempen becomes principal member of the European Payments Initiative

They operate across borders and expect payment solutions that match that reality.

06/24/2026

Five client-led shifts reshaping European wealth management

Wealth management is no longer about managing money alone. It’s about managing uncertainty, trust, and major life decisions.

06/24/2026

Wealth creators ‘not feeling welcome’ in UK, says Blevins Franks chief

Roberts added: “What governments in Europe are understanding is there is a competition, there is an international mobility now to wealthy individuals.

06/24/2026

Louis Theroux Confirmed as Endnote for Private Wealth Conference 2026

This year, the much-anticipated endnote speaker for the event will be acclaimed documentary-maker Louis Theroux.

06/24/2026

Liontrust Asset Management reports 22% drop in gross profit

Liontrust reported gross profit of £123m (2025: £157.7m), including £3.7m of performance fee revenues (2025: £3.6m), with a revenue margin of 0.55% (2025: 0.60%).

06/23/2026

The largest transfer of assets in Swiss history

In 2025, around CHF 100 billion was bequeathed or gifted in Switzerland.

06/23/2026

Wealth management for founders – from start-up to scale

There are millions of start-ups worldwide, but many do not survive long-term.

06/23/2026

Mishcon de Reya wins Residential Property Team of the Year at Chambers High Net Worth Awards 2026

The annual Chambers High Net Worth Awards celebrate elite law firms and lawyers across a variety of practice areas, based on extensive research for the Chambers High Net Worth Guide 2026.

06/23/2026

UBS and Nethermind Complete Compliance Proofs of Concept on Ethereum

The tests showed that banks can apply strong compliance checks through the systems they run on top of Ethereum, without changing how Ethereum itself works.

06/23/2026

Swiss Life Asset Managers sells Amprion stake to RWE

The transaction now agreed fully realises the value appreciation achieved by the investment, in the interests of the investors.

06/19/2026

Raymond James to unify UK wealth businesses under single brand

The combined business oversees £49.4bn of client assets and supports around 230 wealth managers across employed, independent and platform-based models.

06/19/2026

St. James’s Place – Simplifying our Reporting Presentation

What is changing is the way we present financial performance.

06/19/2026

OWIN26: Scalability, a Real Challenge for Wealth Management

Financial institutions must learn to do both at scale, ensuring that an increase in initiatives doesn't translate into increased operational complexity.

06/19/2026

Rothschild & Co wins Best Debt Advisory Firm for Companies

This recognition reflects the strength of Rothschild & Co's advisory capabilities, built on a track record of advising on some of the most complex and high-profile transactions globally.

06/19/2026

Schroders recognised with double win at Investment Week Fund Manager of the Year Awards

The Investment Week Fund Manager of the Year Awards recognise excellence within the UK investment industry

06/19/2026

JTC Wins Three Awards at Inaugural Jersey Compliance Awards 2026

This recognition reflects the strength of JTC’s compliance culture and the commitment of its people to maintaining the highest standards in support of clients, colleagues and the wider business.

06/18/2026

Muzinich’s Torres makes the case for European private credit

Local presence is crucial for sourcing and underwriting deals, Rafael Torres, co-head of private debt, Pan Europe at Muzinich & Co. tells FSA.

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Raymond James to unify UK wealth businesses under single brand

06-19-2026

St. James’s Place – Simplifying our Reporting Presentation

06-19-2026

Baker McKenzie Advises Pictet on the Acquisition of Marriott Zurich Hotel

06-19-2026

M&G Life strengthens adviser and client support with Miriam Breen appointment

06-19-2026

BBVA Germany launches a credit card in partnership with Mastercard

06-19-2026

BlackRock’s Arnold appointed head of emerging companies as Whitestone leaves

06-18-2026

Watch out, Dad: Santander issues scam warning ahead of Father's Day

06-19-2026

Godwin Capital assets frozen after £155m High Court ruling – report

06-18-2026

BNP Paribas Asset Management Alts announces the appointment of Karim Malak as CEO of The Boost Society

06-25-2026

PIMFA publishes new guidance to help firms prevent and address non-financial misconduct

06-25-2026

Rathbones announces partnership with Bristol Bears

06-25-2026

European collaboration and defence investment opportunities in focus at client event

06-25-2026

Santander eyes voluntary retirement for 3,000 Spanish staff amid AI-enabled savings drive

06-25-2026

Rethinking regulation for the age of AI

06-25-2026

Kenta Capital Appoints Yolanda de Gregorio to Strengthen Its Growth in Catalonia

06-25-2026

The danger of removing humans from AI-powered investigations

06-25-2026

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