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Wealth and Asset Management

07/17/2026

CrediaBank enters strategic partnership with BNP Paribas Asset Management to accelerate Wealth Management growth

The collaboration is designed to strengthen the Bank's advisory capabilities and support the delivery of tailored, high value -added investment solutions that address the evolving needs of its c ustomers .

07/17/2026

St James's Place shares down amid AR exits

At least one large firm heads to Söderberg with a second rumoured to follow

07/17/2026

Temenos completes the acquisition of additiv

The founder-led management team will continue to run additiv on a stand-alone basis after closing.

07/17/2026

Fairstone adds £183m with North East acquisitions

The firms have now completed their initial partnership periods and become fully part of Fairstone.

07/17/2026

Vaduz IAM unveils rare higher-risk fund for newer investors

CIO and CEO Thomas Trauth details the thinking behind the new fund being launched by Vaduz-based IMT Asset Management.

07/17/2026

Deutsche Bank secures “World’s Best for Research” and Fifth Consecutive “Germany’s Best Investment Bank”

The bank was awarded the prestigious title of "The World's Best for Research," a testament to the quality and impact of its global analysis.

07/17/2026

Santander named the World’s Best Bank by Euromoney

Santander is also named the World's Best for Consumer Lending, Latin America's Best Retail Bank, Latin America's Best Investment Bank and Europe's Best Bank for SMEs.

07/17/2026

Ahead of half-year results: These five questions are the focus at Julius Baer

Assets under management reached a record high of CHF 528 billion, while revenues benefited from high client activity and improved cost discipline.

07/17/2026

Julia Dziegiel shortlisted in Citywealth's Future Leaders Awards 2026

The philosophy of the contest is to support future leaders who excel at work but who also make an important contribution to society.

07/16/2026

NatWest Cymru seeks to ‘Power Welsh Ambition’ with investment in new Cardiff head office

NatWest Cymru announce plans to relocate its Welsh headquarters to a new flagship Cardiff office.

07/16/2026

Union Bancaire Privée: Business results for the first half of 2026

This growth was primarily driven by the positive performance of the financial markets since the beginning of the year and the performance of the bank's managed mandates and investment funds.

07/16/2026

Partners Group provides business update and reports record fundraising in H1; reconfirms full-year guidance

Partners Group's broader suite of evergreen strategies recorded the majority of evergreen inflows in H1, with total evergreen client demand at USD 4.2 billion.

07/16/2026

GAM special situations managers cross 5% ownership threshold in Liontrust and build a position in Impax, citing continued engagement and deep undervaluation

It should not be interpreted as a statement of corporate policy or opinion by GAM Investments.

07/16/2026

UBS tries to crack the American market at last

Swiss group wants to be valued as a global wealth manager rather than a European bank but lags far behind Wall St rivals

07/16/2026

Wealth manager expands with heartland region moves

The deals come after the businesses joined Fairstone’s downstream buyout programme in 2024, which allows owners to work with the company and grow operations while planning for a sale.

07/16/2026

Unlocking Profitable Growth Through Scalability in Wealth Management

While less than half are achieving consistent scale, the link between scale and profitability is clear.

07/16/2026

Groupe Banque Richelieu reaches €11 billion in assets under management and displays remarkable financial strength

This momentum paves the way for ambitious development in the years to come.

07/15/2026

Rathbones warns business owners at risk on pensions

One of the UK's leading wealth managers submits evidence to the Pensions Commission to highlight challenges faced by the self employed

07/15/2026

RBC Wealth Management reveals impact of longevity on financial planning

Fifty-seven per cent say that having a clear sense of purpose motivates them to stay financially disciplined, while half (53%) agree that it gives them the drive to take care of both their health and finances.

07/15/2026

Bergos : Successful First Half Of 2026

Despite a challenging market environment, Bergos further strengthened its market position and generated important growth momentum.

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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

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

10-15-2026

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10-15-2026

Brooks Macdonald Group: Fourth consecutive quarter of positive net inflows

10-15-2026

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10-15-2026

Award recognizes milestone in the Private Bank’s digital transformation

10-19-2026

Intesa Plans Risk Transfer Deal to Hedge $6 Billion in Credits

10-22-2026

'Fed up' UK founders choose to sell rather than scale

10-22-2026

Deutsche Bank becomes the sponsor of the FEDORA Education Prize to foster connection, participation and access to the performing arts in Europe

10-22-2026

How Belgian family businesses are preparing for the challenges of succession

10-22-2026

Standard Chartered signs definitive agreements to acquire Zodia Custody

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10-22-2026

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BDO Abogados appoints five new partners

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