02/10/2026
Deutsche Bank and DWS Deepen Collaboration to Strengthen Discretionary Portfolio Management
DWS to contribute institutional investment and execution platform to clients of Deutsche Bank’s Private Bank
02/10/2026
DWS to contribute institutional investment and execution platform to clients of Deutsche Bank’s Private Bank
02/10/2026
The value of investments can fall as well as rise and that you may not get back the amount you originally invested.
02/10/2026
Institutions with fragmented IT landscapes are under particular pressure.
02/10/2026
The funds raised during these activities were then matched by TISE.
02/10/2026
Christian Bergomi recently left his role as a managing director and senior adviser at Julius Baer in Switzerland to lead Aquila E&A Financial Consulting.
02/10/2026
It also plans to return over £15 billion to shareholders between 2026 and 2028, equivalent to around 22% of its current market value and underpinning its capital return story.
02/10/2026
The WealthBriefing Swiss Awards celebrate the most innovative and outstanding firms, teams and individuals in the wealth management industry.
02/10/2026
This is reflected in the unaudited results for 2025 released by the company on Tuesday.
02/10/2026
Gary Brownbridge explains why the start of the year is the ideal time to review your finances, refine your priorities and put a clear plan behind your long-term goals.
02/10/2026
As settlement cycles shorten and regulatory complexity increases, the need for automated operational workflows is critical.
02/10/2026
Gareth Munn has founded Control Point Wealth, an appointed representative of Quilter, aimed at business owners and entrepreneurs.
02/10/2026
The personal relationship with one's primary bank is also viewed very favorably.
02/09/2026
Rothschild & Co’s Swiss Wealth Management business has won two categories at this year's WealthBriefing Swiss Awards.
02/09/2026
Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients
02/09/2026
NatWest Group plc (“NatWest Group”) is pleased to announce that it has reached an agreement to acquire Evelyn Partners from funds advised by Permira and Warburg Pincus for £2.7 billion enterprise value (the “Transaction”).
02/09/2026
Together, we will be the UK’s leading private banking and wealth management business
02/09/2026
Under the Permira fund’s majority ownership, assets under management increased from ~£5 billion to £69 billion.
02/09/2026
Artorius is recognised for its fresh thinking and agile, modern approach to wealth management.
02/09/2026
The director later put himself through his Independent Financial Adviser (IFA) exams, qualifying while he was still playing.
02/06/2026
Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising some commentators