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Wealth and Asset Management

05/05/2026

Can UK investors sow the seeds of economic growth?

In the latest monthly letter from our Chief Investment Officer, Fahad Kamal explores the UK's investment landscape, and highlights our latest investment views and positioning.

05/05/2026

BNP Paribas Switzerland CEO: "AXA IM is a game changer for us"

Geopolitical developments are increasing uncertainty, but we currently see no direct negative impact on our business in Switzerland.

05/05/2026

Senior executives: a practical guide to planning your retirement and optimising your assets

In an increasingly fragmented world, geopolitical tensions can have a major impact on the wealth of senior executives.

05/01/2026

Crédit Agricole SA: LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

05/01/2026

Barclays supports investors with launch of new wealth offering, with more personalised services for Premier customers

The service begins with a no-obligation, in-depth financial review for which customers will pay no upfront fees.

05/01/2026

Britain raises more from wealth taxes than any other rich nation

UK collects 3.5pc of GDP from inheritance, property and capital gains levies

05/01/2026

Wealth management firm, controlling £89m of assets, appoints administrators

The FCA continues to supervise LCM and will work closely with the joint administrator

04/30/2026

Lombard Odier, a leading private bank for high-net-worth individuals and families

This is where a specialist private bank’s expertise in wealth management, wealth structuring, and international tax strategies can add real value.

04/30/2026

Top wealth planning strategies for high-net-worth individuals in 2026

With new tax regulations such as the removal of the non-domicile tax regime and changes to IHT and CGT, minimising tax liabilities by employing the most tax-efficient and compliant solutions is essential for HNWIs.

04/30/2026

Partners Group invests in fleet expansion of portfolio company North Star, a leading offshore infrastructure services provider

The transaction closed in April 2026. Headquartered in Aberdeen, North Star provides maintenance and emergency response services to the energy industry.

04/30/2026

Amundi: First quarter 2026 results

Inflows at the highest level at +€32bn and net income¹ up +15%² year-on-year

04/30/2026

CaixaBank posts a net income of €1.57 billion in the first quarter (+7% YoY), driven by business growth

The bank continues to grow in Spain, having added 372,000 net new customers over the past 12 months, while maintaining strong market shares and improving customer engagement and experience across all channels.

04/30/2026

Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory

Together, Lazard and Campbell Lutyens represent leading global positions in primary fundraising and secondary advisory, supported by world-class professionals and a track record of execution.

04/30/2026

Scale, Stability and Solutions: UBP’s EAM proposition in a more complex global market

Within this structure, the EAM division represents a significant and growing business line, working with more than 200 counterparties globally and overseeing approximately CHF 23 billion in assets.

04/30/2026

JM Finn confirms renewal of Surrey County Cricket Club partnership

Contract takes relationship to 25 years: extension includes continuation of naming rights of the JM Finn Stand at the Kia Oval.

04/30/2026

What’s holding you back from investing?

Millions of people across the UK are doing what feels like the right thing with their money – saving carefully, avoiding risk, and building up cash.

04/30/2026

Canaccord Wealth introduces crypto exposure for HNW clients

Bitcoin and ethereum exchange-traded notes

04/30/2026

Standard Chartered First Quarter 2026 Results

We’ve released our results for the first quarter 2026.

04/29/2026

Netherlands’ Plan for Tax on Wealth Sparks Fierce Opposition

An investment tax has been unpopular with wealthy people in the Netherlands for years, but critics say a planned revamp is even worse.

04/29/2026

Redemption of UBS Group AG additional tier 1 capital instrument

The last trading day of the Notes will be 29 May 2026.

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Offline card payments soon to be possible in Switzerland

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08-26-2026

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08-26-2026

Vanguard to Acquire Wealth Management Platform Altruist

08-27-2026

FCA and Bank appoint members to their Transaction and Post-trade Reporting Harmonisation Taskforce

08-26-2026

Barclays chief strategist: "Without AI, the global economy would be significantly weaker"

08-27-2026

UK fund managers battling to run £1bn Scale-up Fund, reports say

08-27-2026

Kaiser Partner Privatbank continues on steady growth path in the first half of 2026

08-26-2026

Financial advisory firm grows with acquisition

09-02-2026

FCA Wealth Management Survey 2026: Key insights and FCA expectations for wealth managers

09-02-2026

Multi-asset investments views: Heartbreak express

09-02-2026

J. Safra Sarasin loses investment chief to Basel-based asset manager

09-02-2026

LGT Private Banking Names New Head Multi-Asset Strategies PM Europe

09-02-2026

Former HSBC Trio Launches Zurich Wealth Management Boutique

09-02-2026

FCA urges young adults to check for unclaimed Child Trust Funds

09-02-2026

Partners Group Interim Results 2026 Interim Results 2026

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