07/14/2026
Caroline Primrose and Jeremy Vaughan recognised in Spear's 500
The Spear's 500 is widely regarded as one of the leading guides to wealth management professionals serving high-net-worth individuals and families.
Wealth and Asset Management
07/13/2026
Passing on wealth is one thing. But how do you keep control?
This shift is driving more families to explore FICs to balance wealth succession whilst maintaining control.
07/10/2026
Private wealth specialist shortlisted as Crown Dependencies NextGen leader
The accolade recognises rising stars working across the private client advisory professions in Guernsey, Jersey and the Isle of Man.
07/10/2026
Quilter partners with Plain Numbers to strengthen vulnerable customer communications
The Plain Numbers Method is an evidence-based, extensively tested approach that can be applied across a wide range of customer communications.
07/09/2026
Allspring and Pictet join CityHive’s ACT list
Total number of firms in the list reaches 42
07/09/2026
Quilter Financial Planning welcomes SRB Financial Planning as a new strategic partner firm
The family‑run firm has three advisers supported by a six-person team across paraplanning and client services, delivering holistic financial planning to individuals and business owners.
07/09/2026
Brooks Macdonald: Fourth Quarter FUMA Update
Strategy delivers improvement in net flows of more than £600m in FY26 vs FY2
07/09/2026
Two Guernsey trust professionals recognised as Crown Dependencies ‘NextGen Leaders’
The eprivateclient Crown Dependencies NextGen Leaders list celebrates standout young professionals helping to shape the future of the private client industry.
07/09/2026
MSCI and UBS announce strategic partnership to bring greater transparency to private markets
Companies are leveraging respective capabilities and expertise to further expand MSCI’s AI-powered platform integrating tools, data and analytics across private markets and alternative asset classes.
07/09/2026
Banca Generali highlights wealth management growth. Italian private bank positions for long-term fee income
The bank operates within the wider Generali insurance group, giving it access to a large customer base and cross-selling opportunities in savings and protection products.
07/09/2026
DWS considers rebranding as Deutsche Asset Management
The rebrand is also designed to capitalise on the global brand recognition of its parent company at a time when the institutional asset management market is facing increased competition and consolidation.
07/08/2026
BlackRock Aladdin Expands Preqin Benchmarks and Indices, Advancing Transparency in Private Markets With Common Performance Measurement Standard
By combining these within a single integrated solution and making the data available across the broader Aladdin ecosystem, investors gain a more accurate and comprehensive view of performance across the investment lifecycle.
07/08/2026
Majority still favour passing on wealth despite inheritance disputes
Many have also seen more serious disagreements escalate into formal legal disputes.
07/08/2026
Women and wealth: A growing frontier
But for many women there are still significant barriers to growing their wealth and gaining financial security.
07/08/2026
Quilter plc focuses on wealth management growth. Long-term positioning remains key for investors
Quilter plc operates an integrated business model built around financial advice, investment platforms, and managed portfolio solutions.
07/07/2026
Julius Baer publishes Global Wealth and Lifestyle Report 2026
The report highlights the growing importance of currency and mobility in a fragmented global economy.
07/07/2026
Quatuor, a new player in wealth advisory in France
The project is backed by a uniquely combined set of profiles: investment professionals from financial markets, asset management and private equity, joining forces with experts in wealth advisory.
07/07/2026
Intesa Sanpaolo opens advisory service in CEE
The new model is already operating in Hungary and Slovakia and will be extended across the region as well as Egypt.
07/07/2026
Praxis private wealth specialist Alex Smedley shortlisted in eprivateclient Crown Dependencies NextGen Leaders list
The accolade recognises rising stars working across the private client advisory professions in Guernsey, Jersey and the Isle of Man.
07/07/2026
Fairstone launches Aberdeen hub after double acquisition
The wealth manager has bought independent financial advice firms City Gate Aberdeen and Albyn Associates, both based in Aberdeen.