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Wealth and Asset Management

06/26/2026

Santander publishes AI projects under an Open Source licence to ramp up shared innovation

Banco Santander remains at the forefront of AI development by offering public repositories on Open Source to foster technical cooperation and shared learning.

06/26/2026

Vontobel gives young artists a big stage

The connection between wealth management and art has a long tradition at Vontobel .

06/26/2026

The drive behind our Wealth Planning expertise

It requires an understanding of each family’s unique circumstances, ambitions, and concerns, as well as the ability to look ahead and prepare for what comes next.

06/26/2026

Lync Wealth Management continues growth with double acquisition

Yorkshire Rose supports customers in Wetherby, Leeds, York and Harrogate, while Hayden Kilkelly operates across the West Midlands from its base in Kingswinford.

06/26/2026

Lombard Odier and Alpha Japan are entering a new phase of their long-standing collaboration

This agreement will lead to closer alignment of their respective asset management and distribution capabilities. As part of the agreement, Alpha Japan LO am has adopted its new legal name, reflecting the expanded and deepened collaboration.

06/26/2026

Crown Dependencies recognised at Citywealth Brand Management Awards

They also recognise the ever-important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.

06/26/2026

Praxis earns hat trick of STEP Private Client Awards nominations

This year’s awards programme attracted a high number of nominations, with 374 submissions from 26 countries.

06/26/2026

Beyond the ETF: how Mirabaud builds resilient discretionary portfolios

Mirabaud’s implementation strategy is essentially binary: they default to passive management for efficient, broad-market indices unless they identify significant alpha potential.

06/26/2026

Landed estates and private banking interview: Aidan Faik, Weatherbys Private Bank

The current conversation centres on residential portfolios — clients are having to make difficult decisions in an environment of high cost, elevated risk, and compressed yields.

06/26/2026

Households urged to invest more as property ties up Ireland's €1.4tn wealth

The study shows that Irish wealth increased by 9.4% or €120bn to €1.4tn in 2025, with property accounting for €973bn and cash deposits €194bn.

06/26/2026

Europe’s Private Banks Face Profit Slowdown – AI and Strategic Shifts Offer Opportunities

Europe’s private banks are approaching a turning point after years of high profits.

06/26/2026

Goodbody to acquire Northern Ireland's Legacy Wealth Management

Goodbody intends to support the continued development of Legacy Wealth Management while broadening access to investment and financial planning expertise on an all-island basis.

06/25/2026

Rathbones announces partnership with Bristol Bears

Beginning ahead of the 2026/27 season, the partnership will run through to 2029.

06/25/2026

Bantleon fully acquires convertible bond specialist

Subject to approval by the regulatory authority FINMA, the asset manager now holds 100% of the shares in the Zurich-based convertible bond specialist.

06/25/2026

JPMorgan Chase Set to Open Private Banking Office in Hamburg

The office will be located at Domplatz in the city center and cater to clients in northern Germany.

06/24/2026

Van Lanschot Kempen becomes principal member of the European Payments Initiative

They operate across borders and expect payment solutions that match that reality.

06/24/2026

Five client-led shifts reshaping European wealth management

Wealth management is no longer about managing money alone. It’s about managing uncertainty, trust, and major life decisions.

06/24/2026

Wealth creators ‘not feeling welcome’ in UK, says Blevins Franks chief

Roberts added: “What governments in Europe are understanding is there is a competition, there is an international mobility now to wealthy individuals.

06/24/2026

Louis Theroux Confirmed as Endnote for Private Wealth Conference 2026

This year, the much-anticipated endnote speaker for the event will be acclaimed documentary-maker Louis Theroux.

06/24/2026

Liontrust Asset Management reports 22% drop in gross profit

Liontrust reported gross profit of £123m (2025: £157.7m), including £3.7m of performance fee revenues (2025: £3.6m), with a revenue margin of 0.55% (2025: 0.60%).

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Ten largest wealth managers now have nine tenths of clients

08-19-2026

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08-19-2026

Mourant advises on landmark UK residential real estate deal

08-18-2026

EQ Retirement Solutions appoints Will Pritchett as chief executive officer

08-18-2026

Mike Joo and Adeel Khan appointed Co-CEOs of Barclays Investment Bank

08-18-2026

Banco Económico S.A. Bolivia Awarded the Best Bank Digital Transformation Bolivia 2026 by Global Banking & Finance Review

08-21-2026

Vanguard launches three global equity ETFs

08-21-2026

Revolut applies for Finnish banking licence to support European expansion

08-21-2026

EFG International appoints Ranjit Khanna as CEO of its Dubai Advisory Office

08-25-2026

BCGE : An unprecedented half-year performance

08-25-2026

European banking rewards in 2026

08-25-2026

Families could face 91% tax hit on inherited pensions from April, NFU Mutual warns

08-25-2026

Aviva enhances High Value protection offering

08-25-2026

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08-25-2026

What makes or breaks the digital euro

08-25-2026

AJ Bell Custody Solutions signs Daintree Wealth Management

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