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Wealth and Asset Management

06/08/2026

Family Office Solutions: A Human-Centric Approach to Managing Wealth Across Generations

In a world where information is abundant and investment solutions are widely accessible, the true differentiator lies in structure, discipline, and the ability to connect financial decisions to human dynamics.

06/08/2026

Denmark's Penning acquires Veli's wealth management business

The newly acquired unit will underpin the launch of Penning's new wealth management arm, Penning Wealth.

06/05/2026

Brooks Macdonald Strategic Partnerships (BMSP)

Brooks Macdonald Strategic Partnerships launches to help independent financial advice firms scale for the future

06/05/2026

Institutional Investors and Wealth Managers Believe Tokenized ETFs Will Drive Mass Adoption in the Markets

The debate is no longer centered on the validity of tokenization itself, but rather on the execution and robustness of the infrastructure needed to support its development

06/05/2026

NatWest commits £50m to UK branch network with no further branch closures until at least 2029

NatWest Group will invest £50m in its UK branch network, pausing further branch closures until at least 2029, expanding face-to-face support.

06/05/2026

UBS boss Ermotti says he hopes to no longer be the bank's CEO by 2030

UBS acquired fallen rival Credit Suisse in a state-engineered emergency ‌takeover ⁠in 2023, and government proposals for tougher capital requirements have been weighing on the bank's share price.

06/05/2026

Operational efficiency and resilience: balancing scale, complexity, and transformation in wealth management

Wall opened the discussion by situating it within the broader context of transformation across the industry – highlighting “scalability, processes, technology, and infrastructure” as the underlying opportunities that can drive change in

06/05/2026

Tech’s role in supporting Rathbones’ ambition to be the best UK wealth manager

Clients expect digital immediacy these days in all aspects of their lives and their banking and wealth management requirements are no different.

06/04/2026

Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide

A robust equity market performance and easing inflation drove HNWI wealth creation in 2025, growing the global millionaire population by nearly 2 million to 25.3 million individuals.

06/04/2026

Northern Trust Asset Management Announces Adaptive Equity Funds

A Next Generation Systematic Approach Designed to Pursue Alpha Across Market Cycles

06/04/2026

Partners Group expects solid net AuM growth for 2026 despite recent uncertainty around evergreen redemptions

In the context of its evergreen platform, the firm expects its fundraising to exceed outflows in H1 2026.

06/03/2026

Private banking in Spain: raising the bar in a changing wealth landscape

Rather than curbing growth, this situation is giving rise to greater differentiation between models. Clients still seek advice, but they are becoming more demanding and selective.

06/03/2026

Ninety One inflows turns positive with £2.8bn haul

Demand for its global and natural resource strategies, particularly among Asia Pacific clients, offset outflows from UK clients.

06/03/2026

Bank J. Safra Sarasin buys Saxo Bank and access to fintech

Swissinfo looks at some of those deals, why they matter and challenges they raise looking forward.

06/03/2026

Quilter Cheviot launches financial support service for HNW divorcees

It supports clients, in conjunction with a financial adviser, to deliver investment management tailored to a client's life after divorce.

06/03/2026

Guernsey shares its approach to robust company formation and transparency

This includes journalists and non-governmental organisations that have a specific role in fighting financial crime.

06/03/2026

Barclays calls for refocussed UK strategy to attract global capital

FDI accounts for only around one-fifth of the total foreign capital stock in the UK.

06/03/2026

Wealth management in transition: What role do banks play?

This presents banks with an opportunity to provide targeted support to UVV and to sustainably expand their collaboration.

06/02/2026

Iress secures four-year Succession Wealth contract renewal

We’ve built a strong, collaborative relationship with their team, and it’s rewarding to see how our technology continues to play a central role in their success.

06/02/2026

Pavilions to portfolios: lessons for bond investors

In the latest monthly letter from our Chief Investment Officer, Fahad Kamal examines the factors shaping bond markets and highlights our latest investment views and positioning.

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Natixis IM appoints new Senior Director Wholesale

10-02-2026

Berenberg appoints Gunnar Regier to its Extended Management Board

10-01-2026

St. James’s Place evolves alternatives offering with Diversified Assets Fund proposed for wind-up

10-01-2026

Julius Baer announces CHF 600 million share buyback and revised dividend policy

10-02-2026

Backbase Appoints Roland Booijen as Chief Product Officer, Agentic Banking

10-02-2026

Rothschild & Co Global Advisory named ‘Financial Adviser of the Year’ by Mergermarket

10-01-2026

Letter from David Bailey 'Thematic feedback on accounting for IFRS 9 expected credit losses (ECL)'

10-01-2026

PRI Pensionsgaranti names new head of credit, asset management

10-02-2026

Amundi and ICG launch first jointly developed Evergreen Private Equity Secondaries strategy

10-07-2026

Banque Richelieu Appoints New CEO And Plans Expansion Into Geneva

10-07-2026

The Openbank Garage

10-07-2026

Andy Mason joins Seccl as new COO

10-07-2026

National Friendly launches new short-term IP for mortgage payments

10-07-2026

Steven van Rijswijk (ING): “The transformation is almost complete”

10-07-2026

UK takes next step towards first digitally native government bond

10-07-2026

Mourant celebrates top rankings in Legal 500 UK 2027

10-07-2026

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