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Wealth and Asset Management

06/01/2026

Bedrock’s Advisors Named in the 2026 Spear’s Wealth Management Index

Their inclusion places them among a select group recognised for excellence in advising high-net-worth and ultra-high-net-worth clients.

06/01/2026

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion

Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.

06/01/2026

Quilter launches targeted support offering via Quilter Invest

Customers are guided through a short, attitudinal-based assessment that considers their investment attitudes, alongside questions that assess their capacity for loss and approach to risk.

06/01/2026

Coutts Crown Dependencies announces new Client Acquisition Team

She will focus on ensuring that each new relationship is introduced with a clear articulation of the bank’s investment offering and strategic outlook.

06/01/2026

Nedbank Private Wealth included in The Sunday Times’ UK Best Places to Work rankings

The company has appeared in the listing since 2005.

06/01/2026

CICC 2026 London Wealth Management Forum Successfully Held

Going forward, CICC will continue to leverage wealth management as a strategic pillar to better serve the "bringing in" and "going global", injecting fresh momentum into financial high-standard opening up.

05/29/2026

Northcote in talks to buy UK wealth manager

Fast-growing private equity firm has inked a spate of deals since raising its debut £160m fund last year

05/29/2026

Why should entrepreneurs choose a private bank?

A private bank is built to handle such complexity, with bespoke solutions appropriate for each stage of the entrepreneur's journey.

05/29/2026

Lombard Odier enhances investment risk framework across the Group through expanded collaboration with Bloomberg

Group-wide deployment of a unified investment risk framework across Wealth Management, Private Banking and Asset Management

05/29/2026

Peregrine Wealth renew Vive La Vallette sponsorship for a fifth year

La Vallette has been redeveloped with accessibility, durability and sustainability at its core. Facilities now include modern changing rooms, a café, spaces for events and educational activities, and a new outdoor catering area.

05/29/2026

Equiom recognised for estate planning expertise at WealthBriefingAsia Awards 2026

The WealthBriefingAsia Awards celebrate excellence and innovation across the private banking, wealth management and trusted adviser communities in Asia.

05/29/2026

Private banker Christof Reichmuth: "Independence cannot be copied"

A distinctive feature of the bank is its focus on real asset investments, particularly in infrastructure.

05/29/2026

UK businesses accelerate cyber and AI investment amidst geopolitical tensions

Businesses are doubling down on technology investment, with rising AI investment now matched by a sharp increase in cybersecurity spending.

05/28/2026

Investec delivers £922mn across FY2025/26, taking three-year total to £2.48bn

This reflects Investec’s continued support for clients across the market through debt capital, alongside its growing ability to deliver larger ticket sizes and support larger transactions.

05/28/2026

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

Investors can benefit from the GQE Team’s holistic quantitative investment approach, which combines advanced data science with human insight in seeking to generate alpha while carefully managing risk.

05/28/2026

UBS Global Family Office Report 2026: Family offices pivot to resilience as geopolitical risk and structural uncertainty reshape global portfolios

Majority of those surveyed plan strategic portfolio changes, increase diversification across currencies, and deepen investment in artificial intelligence amid a more complex, global investment landscape

05/28/2026

Cinerius expands into Northern Germany with IAM takeover

Private equity-backed consolidator Cinerius Financial Partners has acquired the Hamburg-based firm Honestas.

05/28/2026

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

Transaction unites two premier, full-service banking and wealth management platforms with complementary experience in international financial centers and attractive Caribbean markets to create a $29 billion financial institution

05/28/2026

St James’s Place faces legal action over adviser client transfers

The claims add to scrutiny of the UK wealth manager after recent upheaval over fees, customer complaints and changes to its charging model.

05/28/2026

Artificial intelligence enters Credem to improve customer portfolios

The goal of the partnership is to strengthen the relationship between advisors and investors, unlocking value through the strategic use of data.

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Buckinghamshire Building Society appoints new non-executive director

05-26-2026

UBS Global Family Office Report 2026: Family offices pivot to resilience as geopolitical risk and structural uncertainty reshape global portfolios

05-28-2026

Promotions at SZKB in 2026

05-28-2026

Acquisition flurry adds £2bn in assets to wealth management consolidator

05-27-2026

Wealth manager 'will push on' after £2 billion boost

05-27-2026

Northcote in talks to buy UK wealth manager

05-29-2026

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

05-28-2026

Kane & Corso Breaks Silence: Top-Tier Fintech Firm Unveils AI-Driven Elite Trading Architecture for Private Wealth Optimization

05-26-2026

UK banks still lack access to Mythos AI model

06-01-2026

ING joins other banks in tightening interest-only mortgage rules in Netherlands

06-01-2026

Bedrock’s Advisors Named in the 2026 Spear’s Wealth Management Index

06-01-2026

BNP Paribas presents the growth strategy of its commercial bank in Belgium (CPBB) and raises its profitability targets to 22% pre-tax RONE in 2028 and 25% in 2030

06-01-2026

MHA promotes international tax specialist to partner

06-01-2026

Active ETF assets hit $2.3t

06-01-2026

SoftBank plans up to €75 billion investment in French AI data centers

06-01-2026

Deutsche Bank issues second Panda Bond in 2026, expanding access to China’s capital markets

06-01-2026

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