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Wealth and Asset Management

09/10/2026

7IM leads the way with highest platform AUM growth in Q2

The results come as the business continues to drive its multi-year, multimillion-pound investment in its proprietary platform and supporting technology.

09/10/2026

Utmost Group plc Half Year Results 2026

Diversified flows up 16% on a normalised basis, underpinning stable profit and cash generation

09/10/2026

Partners Group opens new Stockholm office as the firm increases its long-term commitment to the Nordics

The office will act as a strategic base for the firm to strengthen its investment capabilities and deepen its proximity to clients, partners, and institutional investors.

09/10/2026

Nordnet launches new analysis portal, offering investors access to Citi equity research

With the launch, Nordnet's Private Banking clients in all Nordic countries will have access to the same high-quality support for investment decisions as professional players.

09/10/2026

Advisers hike fees and segment client books to beat rising cost to serve

Over two in five (44%) advisers reported that their firm turned off ongoing service fees in the past year for clients who no longer fit core operational or pricing models.

09/09/2026

Shackleton announces major expansion in Scotland with acquisition of AC Weal

This acquisition significantly expands Shackleton’s presence in Scotland, positioning the firm as a clear leader in the provision of independent financial advice across the country.

09/09/2026

Danske Bank makes its largest-ever investment in wealth management with a new advisory solution for affluent private clients

From today, Danske Bank’s Private Banking clients will have access to the new advisory solution, Butterfly™.

09/09/2026

Never mind the Budget: These are the slated tax and wealth changes that families can't afford to ignore

From IHT on pensions to tax on cash savings, households can prepare for what is known, says Chief Financial Planning Director Emma Sterland

09/09/2026

Formula 1’s Spanish Grand Prix to accelerate growth of Madrid’s economy

Holding the Spanish GP at the MADRING circuit in Madrid marks a return of the highest-level of racing competition to the region after a 45-year hiatus.

09/09/2026

UBS launches YUMO to promote financial and economic literacy in Switzerland.

YUMO by UBS is a new learning platform that explains financial and economic concepts in Switzerland in an interactive, practical, and easy-to-understand way.

09/09/2026

Luigi Marciano named CEO of the Year in Wealth Technology at the European CEO Awards 2026

The award recognises the Objectway Founder and Group CEO for more than three decades of entrepreneurial leadership, innovation and contribution to the evolution of WealthTech across Europe.

09/08/2026

How to structure luxury assets as part of private wealth planning

Luxury assets often form part of a much wider picture encompassing businesses, investments, property and family wealth across multiple jurisdictions.

09/08/2026

The future of wealth management is human... and technological – interview with Serge Fehr

At the same time, technology is increasingly becoming an accepted expectation among clients.

09/08/2026

Deutsche Bank supports increased Taiwanese investment and expansion in Germany

As businesses expand production capacity, build new facilities overseas, and strengthen supply chains, demand for banking services and financing solutions along the Taiwan-Germany corridor continues to rise.

09/08/2026

DWS to in­tro­duce Deutsche As­set Man­age­ment as new glob­al brand iden­tity

DWS to introduce Deutsche Asset Management as new global brand identity

09/07/2026

Considering the Wealth Management Business in Italy Born from SME Acquisitions

To compete for these clients, banks are using "tied agent contracts"—which offer 1-3% of assets plus about half of future revenue as an upfront payment—leading to a fierce war for poaching bankers.

09/07/2026

Edmond de Rothschild unveils its new address in Monaco

This new 5,300-square-metre building will bring all 270 employees of the Monegasque private bank under one roof to encourage more collaboration between teams and enrich the client experience.

09/07/2026

What do higher government bond yields mean for investors?

Government bond yields have risen sharply. But in our view that predominantly reflects stronger growth, persistent inflation and a return to more normal levels.

09/07/2026

Söderberg & Partners Wealth Management opens an office in Tromsø!

Both have extensive experience with wealth advice in Northern Norway and know the market and the region well.

09/07/2026

Warwickshire Pension Fund Appoints Northern Trust as Asset Servicer

Northern Trust will support Warwickshire Pension Fund with asset servicing capabilities that bring custody data, reporting and performance information together helping support the Fund’s evolving requirements.

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Citibank’s London unit fined £4.7m for breaching Russia sanctions

09-03-2026

Royal London appoints Daniel Cazeaux as interim CEO of Royal London Asset Management

09-04-2026

Verium brings in former Goldman Sachs Switzerland head as partner

09-04-2026

The Federal Council elects Christoph Ammann as the new President of the Governing Board of the Swiss National Bank

09-03-2026

Wealth management shake-up continues as more senior figures exit Davy and Unio

09-03-2026

VeriPark selected by Queensland Country Bank to support major technology transformation

09-04-2026

KPMG Switzerland appoints new heads for Financial Services and Advisory

09-04-2026

Standard Life awards £3bn emerging markets mandate to Ninety One

09-04-2026

The rise of branded residences: key UK tax considerations for owners and investors

09-10-2026

Advisers urged to talk to all clients about ESG preferences

09-10-2026

Black Vanilla promotions strengthen senior team

09-10-2026

European wealth gap remains despite rise in investment

09-10-2026

Is Britain sleeping on £300bn? King’s Cross installation sounds alarm on Britain’s savings inertia

09-10-2026

UK government launches corporate reporting reforms

09-10-2026

LSEG recruits Jonathan Lofthouse as CIO of data and analytics

09-10-2026

Lisa Jacobs to step down as CEO of Funding Circle

09-10-2026

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