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Wealth and Asset Management

05/12/2026

Where patience takes root: 125 years of building a family business at Frank P Matthews

It is in this context that Lombard Odier is sponsoring Frank P Matthews at this year’s show, bringing together two legacies shaped over time.

05/12/2026

PMI and Schroders launch 2026 survey on Defined Benefit investment governance

With funding positions improving for many schemes, and expectations around governance, value and long-term planning intensifying, the survey aims to understand how DB governance is changing in practice.

05/12/2026

Wealth managers prepare for next ‘Big Bang’ in technology

While technology with a human face defines today’s wealth management reality, the debate between lovers of robotic investments and behavioural science is gathering steam

05/12/2026

Edmond de Rothschild AM expands sales in Latin America and US offshore

The collaboration covers the markets of the USA, Uruguay, Argentina, Chile, Brazil, Colombia, and Peru.

05/11/2026

Intesa Sanpaolo posts record Q1 profit as Wealth Management accelerates

Net fees and commissions recorded the best first quarter ever, while insurance income reached record levels, with both up 3% year-on-year.

05/11/2026

2026 Wealth Management Awards Winners and Finalists Announced by Business Awards UK

These awards celebrate organisations and individuals working across private wealth advice, tax and wealth structuring, digital advisory services, and modern approaches to investment and asset-backed ownership.

05/11/2026

Rathbones named Wealth Manager of the Year

Win at prestigious City AM awards reflects Rathbones quality of service, strength and momentum

05/11/2026

London IFA buys £200m firm in Saltus-backed deal

The move has added £200m in assets and 300 clients to the firm.

05/11/2026

Why high government debt need not cause immediate concern

The fiscal fallout from the Covid-19 pandemic and significant energy supply disruptions since have added further strain, propelling public debt levels to new heights.

05/11/2026

Isle of Man firm wins for eighth year in a row at City of London Wealth Management Awards

‘This recognition is a testament to the dedication, professionalism and hard work of our entire team’

05/08/2026

First quarter trading update for the three months ended 31 March 2026

Continued focus on disciplined execution of our strategy

05/08/2026

Deutsche Bank to issue Additional Tier 1 capital instruments

The securities will be issued based on the authorization granted by the Annual General Meeting in 2025 under exclusion of shareholders’ pre-emptive rights.

05/08/2026

M&G plc Q1 2026 trading update

Continued business momentum despite volatile geopolitical environment

05/08/2026

Mirabaud opens a location in Lausanne and strengthens its presence in French-speaking Switzerland.

This strategic move aims to bring the company closer to its local clients and support its growth in the Swiss market.

05/08/2026

Pillar Two and asset and wealth management: from compliance to competitive advantage

The PwC Global Reframing Tax Survey 2025 findings show that 95% of financial services organisations expect Pillar Two to have a noticeable impact, with 55% anticipating a major shift.

05/08/2026

UBS chief eyes US growth amid capital debate

"I'm focused on one option, making UBS strong out of Switzerland," Ermotti said, adding that the bank has a fiduciary duty to be ready for any scenario.

05/07/2026

From ambition to execution: Wealth management technology

Technology is shaping competition in wealth management

05/06/2026

Lombard Odier wins best headquarters at the Monocle Design Awards 2026

This Swiss bank’s striking new digs prove that, at its best, corporate architecture can reflect the values of a brand, while enhancing the quality of life of its employees and clients.

05/06/2026

Davy UK Named Scotland And Northern Ireland Wealth Manager Of The Year

The award reflects the trust placed in Davy UK by its clients and the firm’s focus on delivering long-term, client-centred outcomes across its UK operations.

05/06/2026

Citi changes referral pay for bankers and wealth advisers

In the memo, the bank said it was introducing “partnership awards” across its banking and wealth management operations to reward “meaningful cross-business collaboration”.

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AI messaging scam costs Italy's top bank Intesa millions, sources say

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ESMA sets 2027 priorities for stronger, simpler and more integrated EU capital markets

09-29-2026

Alpha FMC hires State Street’s Wightman as senior partner

09-28-2026

French central bank governor flags ‘gradual stranglehold’ of rising borrowing costs

09-28-2026

French bank Crédit Agricole Corporate and Investment Bank opens Amsterdam office

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09-28-2026

FINMA Management: Alexandra Karg leaves FINMA, a new business unit is created

10-02-2026

PRI Pensionsgaranti names new head of credit, asset management

10-02-2026

Natixis IM appoints new Senior Director Wholesale

10-02-2026

Wealth manager eyes landmark after revenue lift

10-02-2026

FCA announces new Board appointments

10-02-2026

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

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Expansion of the operational structure

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