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From ambition to execution: Wealth management technology

Technology is shaping competition in wealth management

Lombard Odier wins best headquarters at the Monocle Design Awards 2026

This Swiss bank’s striking new digs prove that, at its best, corporate architecture can reflect the values of a brand, while enhancing the quality of life of its employees and clients.

Davy UK Named Scotland And Northern Ireland Wealth Manager Of The Year

The award reflects the trust placed in Davy UK by its clients and the firm’s focus on delivering long-term, client-centred outcomes across its UK operations.

Citi changes referral pay for bankers and wealth advisers

In the memo, the bank said it was introducing “partnership awards” across its banking and wealth management operations to reward “meaningful cross-business collaboration”.

Bayer AG Successfully Migrates to Broadridge Swift Service Bureau, Strengthening Global Payment Infrastructure

The transition modernizes Bayer’s global payment infrastructure and enhances secure, standardized financial messaging across its international operations.

NatWest spent billions buying a new wealth manager. So what’s next for Coutts?

The King’s bank will soon be joined by Evelyn Partners. Will that hold it back, or be the shot in the arm it needs?

Deutsche Bank Luxembourg profit falls 13% to €240.4m

Operating profit remained above €500m, while the bank reported net income after tax before the addition to its lump-sum provision exceeded €300m.

HSBC Holdings plc 1Q 2026 Earnings Release

Revenue growth, driven by a strong performance in Wealth and higher banking NII, was broadly offset by higher ECL and operating expense growth.

Can UK investors sow the seeds of economic growth?

In the latest monthly letter from our Chief Investment Officer, Fahad Kamal explores the UK's investment landscape, and highlights our latest investment views and positioning.

BNP Paribas Switzerland CEO: "AXA IM is a game changer for us"

Geopolitical developments are increasing uncertainty, but we currently see no direct negative impact on our business in Switzerland.

Senior executives: a practical guide to planning your retirement and optimising your assets

In an increasingly fragmented world, geopolitical tensions can have a major impact on the wealth of senior executives.

Crédit Agricole SA: LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

Barclays supports investors with launch of new wealth offering, with more personalised services for Premier customers

The service begins with a no-obligation, in-depth financial review for which customers will pay no upfront fees.

Britain raises more from wealth taxes than any other rich nation

UK collects 3.5pc of GDP from inheritance, property and capital gains levies

Wealth management firm, controlling £89m of assets, appoints administrators

The FCA continues to supervise LCM and will work closely with the joint administrator

Lombard Odier, a leading private bank for high-net-worth individuals and families

This is where a specialist private bank’s expertise in wealth management, wealth structuring, and international tax strategies can add real value.

Top wealth planning strategies for high-net-worth individuals in 2026

With new tax regulations such as the removal of the non-domicile tax regime and changes to IHT and CGT, minimising tax liabilities by employing the most tax-efficient and compliant solutions is essential for HNWIs.

Partners Group invests in fleet expansion of portfolio company North Star, a leading offshore infrastructure services provider

The transaction closed in April 2026. Headquartered in Aberdeen, North Star provides maintenance and emergency response services to the energy industry.

Amundi: First quarter 2026 results

Inflows at the highest level at +€32bn and net income¹ up +15%² year-on-year

CaixaBank posts a net income of €1.57 billion in the first quarter (+7% YoY), driven by business growth

The bank continues to grow in Spain, having added 372,000 net new customers over the past 12 months, while maintaining strong market shares and improving customer engagement and experience across all channels.

Wealth and Asset Management