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Temenos Named a Leader in Gartner Magic Quadrant for Retail Core Banking Systems, Europe

Temenos achieved the strongest overall position for its completeness of vision

AllianceBernstein targets UK retail growth with plan to double assets

Its UK retail business is worth around £3.3bn.

UK launches home inspections to determine 'mansion tax' wealth surcharge

Taxman cometh: properties worth over £2 million ($2.6 million) will fall into a new tax band

French wealth manager for Americans living in Europe opens New York office

Levitt Capital Management was founded to address the advice gap facing US citizens who relocate to Europe

Kingsford Wealth Management merges with Dragon Wealth

The merger has now brought the two companies together under one roof at the former's offices at Victoria Court in Bexton Road.

UBS Global Wealth Management lifts S&P 500 year-end target to 8,100

The wealth management arm of UBS Bank, UBS Global Wealth Management is the newest addition to a growing chorus of global ⁠research firms forecasting the S&P 500 will be above 8,000 by the end of 2026.

Wealth Shortlist Update: BlackRock European Dynamic

The fund is managed by Giles Rothbarth, who has been involved with the fund since 2015 before becoming lead manager in 2021.

Vontobel is 'reviewing our whole customer lifecycle process'

Executive Gianpiero Galasso details how Vontobel is keeping up with the trends of new technologies and generations as part of our private banking award video series.

Channel Islands and Isle of Man nominees named for Citywealth IFC Awards

The public vote is now open to allow the global private wealth industry to have their say.

Independent Wealth Managers: Beware of «Shadow AI»

Generative artificial intelligence promises considerable efficiency gains in exactly these areas, precisely where small teams still do a great deal by hand.

Wealth manager expands in North East heartland

Fairstone has bought Sunderland-based Grainger Financial Planning and Riverstone Wealth Management, which is based in Morpeth, in Northumberland.

Standard Chartered and HSBC execute first live tokenised deposit transaction on Swift’s blockchain-based ledger

Milestone signals next step for cross-border payments as regulated deposits issued by banks are connected through Swift’s digital blockchain-based ledger

LGT reports strong net new asset growth and significant increase in profitability in first half of 2026

In the first half of 2026, global financial markets remained resilient despite geopolitical tensions and economic uncertainty, delivering positive returns overall amid heightened volatility.

Trust overtakes fees when investors choose wealth managers

The study of 1,000 US consumers with at least $20,000 in investable assets found trust and reputation ranked ahead of fees, pricing and other traditional considerations.

Wrexham AFC names Royal Bank of Canada (RBC) as Official Bank Partner and Back-of-Kit Sponsor

Ranked among the world's 100 most valuable brands for 20 consecutive years and as Canada's most valuable brand, RBC is a long-standing supporter of global sports and entertainment.

Lombard Odier reports 2026 half-year results

Half-year operating income increased 9% year on year to CHF 740 million.

Why the family office model fits today’s complex wealth needs

A good governance arrangement is not a straightjacket: it’s a living thing that adapts as the family develops.

ABN AMRO main partner of Yayoi Kusama exhibition at Stedelijk Museum Amsterdam

This includes opening up access to art and culture for children for whom this is not a given.

Wealth managers shift towards lower equity exposure, FCA finds

At the same time, the share of clients in portfolios with 40%-60% equity exposure rose from 24.5% to 27.9%.

Ten largest wealth managers now have nine tenths of clients

Covering the 2023/4 financial year, this figure is up by 19 percentage points from 70 per cent in 2022/23.

Wealth and Asset Management