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Wealth and Asset Management

07/07/2026

Schroders Wealth Management responds to growing UHNW complexity with new Global Wealth Advisory service

The service complements Schroders Wealth Management’s existing investment management, wealth planning and family office capabilities.

07/07/2026

Crestbridge Fiduciary achieves triple win at Jersey Compliance Awards

In addition, judges pointed to Claudia as a team member who has “established credibility and demonstrated meaningful impact” as well as her “learning agility and initiative in the face of operational challenges”.

07/06/2026

ING accelerates growth in Private Banking with strategic investment in leading Spanish wealth manager Singular Bank

Both parties will work on further commercial cooperation in already identified, tangible opportunities for growth in client base and assets under management, access to new business prospects, and strategic insights.

07/06/2026

Withers Italy recognised as 'European Private Client Team of the Year' at the Chambers High Net Worth Awards 2026

Organized by Chambers and Partners, the High Net Worth Awards are based on the annual independent research conducted by the Chambers High Net Worth Guide, a benchmark for the international high-net-worth advisory market.

07/06/2026

Schroders accelerates strategic reshaping of Wealth Management through sale of Benchmark to Söderberg & Partners and establishes long-term asset management partnership

It creates a focused Wealth Management business centred on Cazenove Capital in the UK and Schroders Wealth Management internationally, enabling continued investment in people, technology, and client capabilities.

07/06/2026

J. Safra Sarasin Group to acquire remaining stake in Saxo Bank, with Kim Fournais remaining Chairman of the Board of Directors

Kim Fournais will remain Chairman of the Board of Directors of Saxo Bank.

07/06/2026

Tim Rimmer Recognised in eprivateclient’s 2026 Crown Dependencies NextGen Leaders List

This recognition highlights Tim’s continued contribution to JTC’s Private Capital Services team and reinforces the depth of talent across the Group.

07/03/2026

Standard Chartered and LMAX Group execute first live digital asset prime brokerage trades

The trades were executed on LMAX Group’s regulated institutional digital asset venue, LMAX Digital, demonstrating an integrated execution and intermediation model.

07/03/2026

Titan Wealth compliance team recognised with two awards

The Jersey Compliance Awards’ judges complimented the team for its culture, particularly during the 2024 acquisition of Ravenscroft by Titan Wealth and then the integration into a global group.

07/03/2026

BBVA Launches Independent Multi-Family Office Service for Fortunes Between 30 and 300 Million Euros

The service starts with a team of 10 senior professionals, each with more than 20 years of experience.

07/03/2026

Julius Bär to loosen client ban as Benko clean-up nears end

Likely shift to signal an end to the so-called Benko crisis at the Swiss bank

07/03/2026

Stuart Beaver named Best Financial Planner at EISA Awards 2026

The award, which is voted for by industry peers rather than entered through a formal submission process, reflects the high regard in which Stuart is held across the entrepreneurial and investment communities.

07/02/2026

7IM pledges ‘genuine value’ for advisers in multimillion growth plans

The company is also rolling out the first of many updates, after having spent time in 2025 “getting a great team, tech and roadmap in place”.

07/02/2026

SNB sees Swiss banks well placed to face challenges, UBS well capitalised

UBS has enough capital to satisfy planned Swiss reforms, central bank says

07/02/2026

Canaccord Wealth launches MPS for UK-based US expats

The new model portfolios aim to address a gap in the market for expats, who face tax rules from both the UK and US

07/01/2026

Barclays acquires Global Headquarters at One Churchill Place from CWG

The acquisition also supports Barclays’ ongoing investment in its workplace, enabling the creation of high-quality, flexible space for colleagues as working patterns and business needs continue to evolve.

07/01/2026

Schroders close to selling its financial planning arm for more than £200mn

UK asset manager aims to dispose of Benchmark Capital to Söderberg & Partners

07/01/2026

NatWest Group announces the completion of the acquisition of Evelyn Partners

The Transaction creates the UK's leading Private Banking and Wealth Management (“PBWM”) business.

07/01/2026

Pictet Asset Management Launches First European Active ETFs Driven by AI

The launch follows the success of Pictet - Quest AI-Driven Global Equities, a Luxembourg-domiciled UCITS fund introduced in March 2024.

07/01/2026

Objectway acquires Swiss private banking technology business from FNZ to strengthen its pan-European positioning

Objectway welcomes a team of over 160 professionals, bringing their expertise and professionalism honed in developing innovative, award-winning solutions for over 40 private banks

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