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Wealth and Asset Management

10/15/2026

Brooks Macdonald Group: Fourth consecutive quarter of positive net inflows

Fourth consecutive quarter of positive net inflows

10/15/2026

Is Britain’s wealth exodus about to accelerate?

A Spear’s survey of tax experts suggests that recent non-dom changes and potential further reforms could lead the trickle of HNW individuals departing the UK to become a torrent

10/15/2026

Charles Russell Speechlys contributes to Wolters Kluwer guide on international relocation and tax planning for high-net-worth individuals

The book was developed in response to growing global mobility trends and increased demand for coordinated, cross-border advice.

10/15/2026

Oakglen Wealth acquires Aurea Financial Planning

The transaction remains subject to completion and customary closing arrangements, which are expected to be finalised in the coming weeks.

10/15/2026

Indosuez Wealth Management celebrates 25 years of expertise in private markets

Indosuez Wealth Management, the wealth management arm of the Crédit Agricole Group, celebrates the 25th anniversary of Tiera Capital, its private markets platform

10/15/2026

Saffery Trust retains Tier I status in 2026 eprivateclient Top Trust Companies

This follows another strong year for Saffery Trust and its people.

10/15/2026

UK economy ekes out growth as annual GDP beats expectations

The broader picture therefore remains more encouraging than the relatively subdued monthly figure might suggest.

10/14/2026

The next wave of financial services: Luigi Marciano on innovation built to scale

The financial services industry has entered a new phase of technological change.

10/14/2026

Number of ISA millionaires surges to record high with 25 people holding pots worth £12m

Around 60 savvy savers had pots worth around £4m, while the top 25 investors had accounts averaging an eye-watering £11.9m.

10/14/2026

Tatton Asset Management blames uplift in consolidation activity for net inflows fall

Tatton has confirmed that its £200m to £250m per month guidance range will remain for H2 FY27, reflecting its confidence in the near-term pipeline.

10/14/2026

Raworths wins Private Client Team of the Year at Yorkshire Legal Awards

Raworths was also shortlisted for Law Firm of the Year in the medium-sized firm category.

10/13/2026

St. James’s Place rolls out new multi-channel advertising campaign to ‘See Your Wealth Differently

The campaign is being rolled out in a phased programme across a range of TV, print and digital visual and audio channels, as well as a new Times Radio sponsorship deal.

10/13/2026

Quilter partners with ZeroKey to cut adviser administration and improve data accuracy

system into Quilter’s platform via ZeroKey’s web browser extension.

10/13/2026

Delen Private Bank finalist for Company of the Year® 2026

The nomination takes on extra significance in the year in which we celebrate our ninetieth anniversary.

10/12/2026

Why an equity bear market is not our base case

Some features of today’s investment backdrop echo 2022, when we last saw an equity bear market, but today’s underlying economic conditions are markedly different.

10/12/2026

APS Bank draws strong interest at London wealth management event

APS Bank presented Malta’s investment and wealth management opportunities to around 60 attendees at a Malta Business Network event in London, highlighting its banking and investment services to potential international clients

10/12/2026

Britain’s wealth exodus is only going to get worse

Britain suffered a tenfold increase in high-net worth individuals fleeing high-tax Britain in just three years, losing around 1,600 millionaires in 2022 and an estimated 16,500 in 2025.

10/12/2026

Transitioning wealth in changing world: why communication matters more than ever

The conversation comes at a pivotal moment for the private wealth sector.

10/09/2026

ABN AMRO Wealth Management wins two international PBI Global Wealth Awards

Philanthropy is also an integral part of the offering.

10/09/2026

Standard Chartered to rename Global Business Services to Global Capability Centres

The refreshed identity reflects the strategic role these hubs play in driving a simpler, faster and more connected Bank.

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CREDIT AGRICOLE SA: CACEIS and Edmond de Rothschild expand their Asset Servicing partnership in Luxembourg

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Badenoch pledges to scrap inheritance tax on family homes

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Brooks Macdonald Group — Appointment of Group Chief Financial Officer

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ABN AMRO Wealth Management wins two international PBI Global Wealth Awards

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Wise negotiates HMRC settlement after tax errors affect 4,000 customers

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Brooks Macdonald Group: Fourth consecutive quarter of positive net inflows

10-15-2026

Is Britain’s wealth exodus about to accelerate?

10-15-2026

BBVA joins Meta-backed Personal Agent Protocol initiative

10-15-2026

Charles Russell Speechlys contributes to Wolters Kluwer guide on international relocation and tax planning for high-net-worth individuals

10-15-2026

Global investors ‘still willing’ to invest in UK economy despite persistent growth concerns

10-15-2026

Global investors ‘still willing’ to invest in UK economy despite persistent growth concerns HMT consultation on Modernising Payment Services Regulation

10-15-2026

Allianz SE, National Bank of Greece and Allianz Greece sign definitive agreements for minority investment and bancassurance partnership

10-15-2026

Royal Bank announces £520,000 investment in its Edinburgh West End branch, as it promises no further branch closures until at least 2029

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