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Wealth and Asset Management

04/16/2026

Deutsche Bank expands and strengthens its ultra-high net worth coverage

With this, the company is consolidating and strengthening the advisory services for ultra-high net worth clients in complex wealth matters.

04/16/2026

Q1 2026 update: market turbulence offsets early positive flow momentum - Schroders

NNB including JVs and associates for the first quarter was £(1.1) billion.

04/16/2026

Utmost Group plc Full Year Results 2025

Record inflows, uplift in operating profit, cash generation, and strategic progress mark pivotal year for Utmost

04/16/2026

Temenos Community Unites in Copenhagen to Lead Banking Forward

More than a thousand global banking and technology leaders will gather at TCF ‘26 to explore innovation, modernization and the future of banking.

04/16/2026

Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group

Firm extends its private partnership model and will add US$10.7 billion in client assets

04/15/2026

Why women should start planning their future today

Women continue to face a number of structural and demographic challenges when it comes to long-term financial planning.

04/15/2026

Oberon agrees to FCA restrictions on wealth division

The regulator is reviewing the wealth business' existing systems and controls following a period of growth.

04/15/2026

WealthArc launches AI Agent to turn alternative data and documents into AI-ready investment data

Built on a rapidly expanding global grid targeting 1,000+ data feeds. New capability interprets complex financial documents and makes them available to wealth managers automating the last mile from documents to portfolio data for AI-enabled workflows.

04/15/2026

Hargreaves Lansdown and SJP to adopt ACT Informed designation

Four investment management houses have adopted City Hive’s new framework to reflect their commitment to culture and governance

04/15/2026

Chase Buchanan Private Wealth Management Launches Expat Money Matters Podcast

Episodes include contributions from internal advisors as well as external experts based in regions with significant expatriate populations, including Spain, Malta, and Portugal.

04/15/2026

Intesa Sanpaolo strengthens its Wealth Management Division governance

In particular, the Division aims to replicate across major European markets a model already successfully implemented by Fideuram in Luxembourg and Belgium, based on the integration of physical presence and digital offering.

04/15/2026

Tatton: ‘it has been one of our finest years’

Total assets under management grew by 11 per cent in the year to reach £24.2bn, up from £21.8bn.

04/15/2026

Brooks Macdonald Group Third Quarter FUMA Update

All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.

04/15/2026

CaixaBank launches two calls for submissions to honour the best female entrepreneurs and self-employed women in Spain

These awards are a further show of the bank’s commitment to fostering female talent, celebrating careers marked by innovation, leadership, and significant contributions to economic and social progress.

04/15/2026

Vontobel Annual General Meeting 2026

The shareholders also elected the proposed independent proxy and KPMG as the new external auditor.

04/15/2026

Hawksmoor reaches settlement with breakaway Oberon four

Citywire understands wealth manager has agreed an out of court deal with Exeter-based team who left for rival last year.

04/14/2026

GBST deploys agentic AI to automate complex wealth administration processes

By designing agentic AI to operate within defined limits as part of Composer, GBST’s clients can automate complex, high-volume wealth administration processes that currently require significant manual intervention.

04/14/2026

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

The Berne Financial Services Agreement breaks new ground in cross-border regulation

04/14/2026

Scotland-based financial planning company acquired by acquisitive wealth management firm

It has four advisers, approximately £340 million in assets under management and has also developed an Adviser Academy focused on developing the next generation of financial advisers.

04/14/2026

GAM: Minority Shareholders Warn Against Concentration of Power

With this move, the Zurich-based asset manager aims to advance succession and continuity planning; finews reported on this.

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