07/30/2026
Forces driving the institutionalisation of UK wealth management
Wealth management is becoming increasingly institutionalised. We examine the key trends driving this shift and what it means for firms and clients.
07/30/2026
Wealth management is becoming increasingly institutionalised. We examine the key trends driving this shift and what it means for firms and clients.
07/30/2026
Solely for the use of members of the media and should not be relied upon by personal investors, financial advisers or institutional investors.
07/30/2026
The deal reached a transaction size of EUR 405 million, bringing the total AuM managed through the platform to EUR 1.8 billion.
07/30/2026
Strong growth in adjusted operating profit, up 46% year on year to £459.8 million, reflecting improving operating leverage.
07/30/2026
Caters to the cross-border financial needs of globally mobile families
07/30/2026
In Q2 26, revenue growth of +4.5%, costs down -4.1%, C/I ratio at 58.6%, cost of risk at 27bps, record Group net income of EUR 1.8bn and ROTE of 12.2%
07/30/2026
In addition, the Group recorded an exceptional impact of CHF 11.5 million relating to the resolution of a long-standing matter.
07/30/2026
Appointments have been made across a number of offices including London, Bath, Cambridge, Marlborough, Bristol and Edinburgh, with further appointments expected in the coming months.
07/30/2026
Thorntons has been ranked among the top private wealth advisers in Scotland in the 2026 Chambers High Net Worth Guide.
07/29/2026
Rathbones warns Scotland’s higher income tax burden risks driving out high earners, with some able to save more than £46,000 by relocating to England.
07/29/2026
All figures are presented on a reported basis and comparisons are made to 2025 on a constant currency basis, unless otherwise stated.
07/29/2026
Strategically investing in our franchise to drive long-term growth; continued investments in technology, global capabilities and talent while contributing to fact-based deliberations on the Swiss capital framework
07/29/2026
Survey forecasts ‘dramatic’ rise in use by UK wealth managers and IFAs
07/29/2026
These results reflect continued healthy gross inflows and growing momentum across the business.
07/29/2026
During the January–June 2026 period, CaixaBank maintained a strong pace of business growth and customer and payroll acquisition, while steadily increasing its market shares.
07/29/2026
IFRS profit after tax increased to £310.8m from £279.5m, helped by a £110.4m release from its ongoing service evidence provision.
07/29/2026
The company increased management fees and total revenues while keeping costs stable, resulting in higher profit before tax and net income as well as an improved Cost-Income Ratio compared to H1 2025.
07/29/2026
Profit before tax rose 11% year on year to € 2.7 billion.
07/28/2026
The bank confirmed that the interim figures do not constitute statutory accounts but are prepared on a basis consistent with its previously published audited financial statements.
07/27/2026
This in turn is greatly increasing the demands on advisors and wealth owners to plan effectively for the transfer of assets across generations in this changing environment.