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Wealth and Asset Management

05/20/2026

4M26: Record net profit in excess of CHF 130 million; annualised NNA growth rate¹ of 6% - EFG International

Revenue margin was 93 basis points in the first four months of 2026, compared to 97 basis points for the first four months of 2025 and 93 basis points in the second half of 2025

05/20/2026

Fenchurch, Ardea score roles as private equity-backed wealth firm AFH explores sale

Bankers score mandates as £11bn business mulls its future ownership

05/20/2026

BLKB headquarters is being renovated with a focus on the future.

The BLKB headquarters on Rheinstrasse in Liestal is undergoing a comprehensive renovation after approximately 50 years and is being adapted to future requirements.

05/20/2026

The agentic AI productivity wave is heading for wealth management

Agentic AI capabilities could help firms lower cost-to-serve, enhance advice quality and delivery, improve adviser and client experience, and drive competitive differentiation

05/20/2026

Channel Islands winners revealed at Citywealth Magic Circle Awards 2026

A number of companies based in the Channel Islands were also recognised for their excellence.

05/20/2026

Impax Asset Management Group plc Interim results to 31 March 2026

Previous underperformance in ‘narrow’ equity markets still driving net outflows

05/19/2026

Deutsche Bank and the Sutton Trust launch research on widening access for young people in banking and finance

The findings also reinforce an important message for the financial services industry: widening access must be accompanied by clear, supported routes to progression.

05/19/2026

J. Safra Sarasin and Golding launch Private Markets partnership for the Swiss institutional market

This collaboration enables the Bank to expand its alternative investments offering, providing its institutional clients with access to a broadly diversified portfolio across various asset classes

05/19/2026

UBS Client Account Manager shortlisted in Finance Rising Star Awards

Since joining UBS in 2024 through the firm’s Graduate Talent Program, Tom has established himself as a valued and trusted member of the team.

05/19/2026

Syz Group Adopts Bloomberg Enterprise Solutions to Deliver Institutional-Grade Portfolio Intelligence in Private Banking

Bloomberg PORT Enterprise supports scalable, multi-asset analytics and client transparency across Syz Group’s discretionary and private banking business

05/19/2026

AI Agents in Finance: How They Transform 70% of Processes

The wealth and asset management industry has entered a phase of structural transformation, marked by a multiplication of pressures.

05/18/2026

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.

05/18/2026

AI fuels the strongest earnings season in years

The first three months of 2026 delivered the strongest quarterly earnings expansion since 2021, supported by robust demand for AI infrastructure.

05/18/2026

Buying a UK wealth or asset manager: key legal issues for international investors

Wealth management and asset management are particularly hot sectors for M&A.

05/18/2026

Deutsche Bank appointed primary dealer in Norwegian government bonds

The appointment reflects the Bank’s commitment to supporting liquidity and access in the Norwegian government bond market for investors in Norway and globally.

05/18/2026

Isio looks to add private assets to MPS

Head of distribution cites ‘growing’ demand among advisers

05/18/2026

From Swissquote to Reyl: Finance Veterans Back AI Startup

The platform is built on a proprietary reasoning model and specialised agents.

05/18/2026

Sygnum Completes First Live AI-Agent Driven Digital Asset Transactions by a Regulated Swiss Bank

This is the latest initiative from AI@Sygnum which leads the development, integration and governance of agent-driven workflows across the group globally.

05/15/2026

Women in Financial Advice Awards 2026: All the nominations!

More than 1,150 women from 450 firms were nominated for WIFA 2026

05/15/2026

Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform - reports

Indosuez Wealth Management is lining up four active ETFs for H2

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Charles Russell Speechlys contributes to Wolters Kluwer guide on international relocation and tax planning for high-net-worth individuals

10-15-2026

BBVA joins Meta-backed Personal Agent Protocol initiative

10-15-2026

Royal Bank announces £520,000 investment in its Edinburgh West End branch, as it promises no further branch closures until at least 2029

10-15-2026

Is Britain’s wealth exodus about to accelerate?

10-15-2026

Allianz SE, National Bank of Greece and Allianz Greece sign definitive agreements for minority investment and bancassurance partnership

10-15-2026

Global investors ‘still willing’ to invest in UK economy despite persistent growth concerns HMT consultation on Modernising Payment Services Regulation

10-15-2026

Lloyds names HSBC's Jane Gilmour new CTO

10-13-2026

Brooks Macdonald Group: Fourth consecutive quarter of positive net inflows

10-15-2026

FINMA's supervision of the asset management industry in Switzerland

10-16-2026

Pictet launches emerging market equity ETF

10-16-2026

Wealthy investors sell assets ahead of feared CGT rise

10-16-2026

Sound Credit Union Selects Temenos SaaS to Modernize Collections Operations

10-16-2026

Iberdrola, BBVA and Santander deliver the first syndicated financing managed entirely on blockchain

10-16-2026

Hungary proposes wealth tax for HNWIs and private structures

10-16-2026

Harneys retains Band 1 ranking in London and secures Jersey recognition in Chambers UK 2027 Guide

10-16-2026

Jupiter’s CCLA business hit by further £500m withdrawals

10-16-2026

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