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Wealth and Asset Management

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.

09/07/2026

Hoxton Wealth collaborates with AWS on agentic AI tool

The aim is to build and introduce agentic AI tools over a much shorter timeframe.

09/07/2026

Private Banking: REYL becomes Intesa Sanpaolo Wealth Management Suisse

The rebranding reflects the Swiss bank’s growing integration within the Intesa Sanpaolo Group, which acquired full ownership of the bank in January 2026

09/07/2026

Davy opens new Limerick office as wealth in the Mid-West surges

The office will be supported by a team of six regional wealth specialists and financial planning, tax and investment teams based in Davy's Dublin headquarters.

09/04/2026

How to find the right wealth manager

The role of a wealth manager extends far beyond simply managing an investment portfolio.

09/04/2026

Hungarian wealthtech Dorsum attracts Norwegian private equity investment

The publication identified Norwegian investment firm Hawk Infinity as the likely buyer, although neither party has officially confirmed the transaction.

09/04/2026

Phil Anderson Financial Services expands team and opens new office

She will begin her career in financial planning with the firm while working towards further professional qualifications and gaining practical experience alongside the company’s established advisers.

09/04/2026

Why bond markets suddenly matter again

As an asset class, government bonds played an important role as a calming diversifier against the more volatile stock market.

09/03/2026

Wealth Management Adviser High Wycombe

This is what has ultimately lead him to become one of the best Wealth Management Adviser’s in High Wycombe.

09/03/2026

Acquisitions drive Lync Wealth Management's Northern Ireland AuA past £350m

The transactions form part of Lync's strategy to build a leading wealth management business across the UK, with Northern Ireland identified as a key growth market.

09/03/2026

Discreet Belgian Private Bank Opens Zurich Office

The opening of the Zurich office comes in the year in which Delen Suisse celebrates its 30th anniversary and its parent company its 90th anniversary.

09/03/2026

Brooks Macdonald Group 2026 Full-year results

Investment in AI and digital have improved productivity, across both client-facing and support functions.

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Financial advisory firm grows with acquisition

09-02-2026

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

09-03-2026

J. Safra Sarasin loses investment chief to Basel-based asset manager

09-02-2026

Former HSBC Trio Launches Zurich Wealth Management Boutique

09-02-2026

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

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

Verium brings in former Goldman Sachs Switzerland head as partner

09-04-2026

How to structure luxury assets as part of private wealth planning

09-08-2026

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

09-08-2026

PIMFA appoints Dan Boardman-Weston, CEO of BRI Wealth Management (BRI) as a new member of the PIMFA Board

09-08-2026

European wealthtech funding drops amid investor caution

09-08-2026

Jupiter Fund Management : Asset Management hires highly successful UK small cap equity team

09-08-2026

WealthSelect increases value tilt in portfolios

09-08-2026

ING to enter ETF market

09-08-2026

Vicki MacLeod joins Hampden Bank as board advisor

09-08-2026

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