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Wealth and Asset Management

05/21/2026

Fideuram Direct in Belgium and Luxembourg: international growth continues

The established presence of the Intesa Sanpaolo Group in the region through Intesa Sanpaolo Wealth Management further strengthens this positioning.

05/20/2026

4M26: Record net profit in excess of CHF 130 million; annualised NNA growth rate¹ of 6% - EFG International

Revenue margin was 93 basis points in the first four months of 2026, compared to 97 basis points for the first four months of 2025 and 93 basis points in the second half of 2025

05/20/2026

Fenchurch, Ardea score roles as private equity-backed wealth firm AFH explores sale

Bankers score mandates as £11bn business mulls its future ownership

05/20/2026

BLKB headquarters is being renovated with a focus on the future.

The BLKB headquarters on Rheinstrasse in Liestal is undergoing a comprehensive renovation after approximately 50 years and is being adapted to future requirements.

05/20/2026

The agentic AI productivity wave is heading for wealth management

Agentic AI capabilities could help firms lower cost-to-serve, enhance advice quality and delivery, improve adviser and client experience, and drive competitive differentiation

05/20/2026

Channel Islands winners revealed at Citywealth Magic Circle Awards 2026

A number of companies based in the Channel Islands were also recognised for their excellence.

05/20/2026

Impax Asset Management Group plc Interim results to 31 March 2026

Previous underperformance in ‘narrow’ equity markets still driving net outflows

05/19/2026

Deutsche Bank and the Sutton Trust launch research on widening access for young people in banking and finance

The findings also reinforce an important message for the financial services industry: widening access must be accompanied by clear, supported routes to progression.

05/19/2026

J. Safra Sarasin and Golding launch Private Markets partnership for the Swiss institutional market

This collaboration enables the Bank to expand its alternative investments offering, providing its institutional clients with access to a broadly diversified portfolio across various asset classes

05/19/2026

UBS Client Account Manager shortlisted in Finance Rising Star Awards

Since joining UBS in 2024 through the firm’s Graduate Talent Program, Tom has established himself as a valued and trusted member of the team.

05/19/2026

Syz Group Adopts Bloomberg Enterprise Solutions to Deliver Institutional-Grade Portfolio Intelligence in Private Banking

Bloomberg PORT Enterprise supports scalable, multi-asset analytics and client transparency across Syz Group’s discretionary and private banking business

05/19/2026

AI Agents in Finance: How They Transform 70% of Processes

The wealth and asset management industry has entered a phase of structural transformation, marked by a multiplication of pressures.

05/18/2026

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.

05/18/2026

AI fuels the strongest earnings season in years

The first three months of 2026 delivered the strongest quarterly earnings expansion since 2021, supported by robust demand for AI infrastructure.

05/18/2026

Buying a UK wealth or asset manager: key legal issues for international investors

Wealth management and asset management are particularly hot sectors for M&A.

05/18/2026

Deutsche Bank appointed primary dealer in Norwegian government bonds

The appointment reflects the Bank’s commitment to supporting liquidity and access in the Norwegian government bond market for investors in Norway and globally.

05/18/2026

Isio looks to add private assets to MPS

Head of distribution cites ‘growing’ demand among advisers

05/18/2026

From Swissquote to Reyl: Finance Veterans Back AI Startup

The platform is built on a proprietary reasoning model and specialised agents.

05/18/2026

Sygnum Completes First Live AI-Agent Driven Digital Asset Transactions by a Regulated Swiss Bank

This is the latest initiative from AI@Sygnum which leads the development, integration and governance of agent-driven workflows across the group globally.

05/15/2026

Women in Financial Advice Awards 2026: All the nominations!

More than 1,150 women from 450 firms were nominated for WIFA 2026

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Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform - reports

05-15-2026

Women in Financial Advice Awards 2026: All the nominations!

05-15-2026

Carne Group appoints head of ETF solutions

05-15-2026

Capgemini to support technology transformation at BAE Systems as strategic partnership enters new phase

05-15-2026

Aviva: Latest results and trading updates

05-15-2026

Benjamin Lucas appointed CEO of Aztec Group

05-14-2026

King’s Speech 2026: what does it mean for financial services regulation?

05-15-2026

Quintet appoints Otto Huber as Group Chief Financial Officer

05-14-2026

Italy's Intesa among bidders for Spanish private bank Singular, sources say

05-21-2026

Private credit is reshaping European football finance

05-21-2026

Energy security in focus: how today’s crisis is reshaping the energy transition

05-21-2026

Fideuram Direct in Belgium and Luxembourg: international growth continues

05-21-2026

Young drivers warned about fake insurance sold on social media

05-21-2026

London leads European investment despite wider UK decline

05-21-2026

AllUnity preps Swedish krona-backed stablecoin

05-21-2026

Standard Life launches Sharia pension strategy

05-21-2026

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