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PIMFA appoints Morningstar as new Sole Index Series’ Provider

PIMFA has appointed Morningstar Indexes to manage the UK wealth management industry’s key benchmarks from March 2026.

Johnston Carmichael Wealth rebrands to Partners Wealth Management brand following successful integration

Johnston Carmichael Wealth (JCW) has formally joined with and rebranded to Partners Wealth Management following its acquisition last March.

Amundi: 2025 4th Quarter and Annual results

Amundi Technology recorded another strong growth in its revenues

Belfast-based wealth advisory firm to open new Dublin hub to support cross-border needs of clients

Pacem Advisory now has £212m in assets under its management

Intesa Sanpaolo’s 2026–2029 Business Plan: scaling a proven model

The new Business Plan marks the natural transition at the end of the Group’s 2022–2025 plan.

Quilter’s WealthSelect locks in gold profits once again prior to price falls

Investors can trade both whole and fractional shares within a Robinhood stocks & shares ISA, giving them greater flexibility in how and where they invest.

Presentation of the 2025 full-year results for the Julius Baer Group

The Board of Directors will propose an unchanged ordinary dividend of CHF 2.60 per share for the financial year 2025.

Firenze partners with wealth management firm, Artorius

Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.

Santander announces changes to its branch network as it continues to transform for the future

Santander Locals provide face-to-face support for customers in areas where a branch has been closed, and a Banking Hub is not required.

CaixaBank posts a net profit of €5.89 billion in 2025, up 1.8%, driven by strong business growth

CaixaBank, with more than €664 billion in assets, serves 20.7 million customers in Spain and Portugal through a network of over 4,500 branches.

Mattioli Woods partners with J.P. Morgan to boost Centralised Investment Proposition

Under the agreement, J.P. Morgan Asset Management will design and manage a suite of bespoke global multi-asset, growth-tilted portfolios built exclusively for Mattioli Woods.

Deutsche Bank hits 2025 financial targets with record full-year and fourth-quarter profits

Deutsche Bank has announced a record profit before tax of € 9.7 billion for 2025, up 84% compared to 2024.

Intesa Sanpaolo takes over Reyl completely and appoints a new CEO

Fideuram – Intesa Sanpaolo Private Banking has acquired the remaining approximately 24 percent of the Swiss company Reyl Intesa Sanpaolo.

The advantages of private banking with Lombard Odier

The advantages of private banking go beyond managing assets; it’s about creating a trusted partnership that evolves with your ambitions and the world around you.

Where will the fixed income sweet spot be in 2026?

Solid – but not overheated – growth could create fertile ground for carry-focused fixed income strategies in 2026.

Fairstone predicts another record year for DBO acquisition programme

The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026

BEKB confirms its financial strength with a good annual result

With targeted investments in employees, processes, and digitalization, BEKB further solidified its role as a stable and reliable partner for its customers.

M&G subsidiary wins German family office mandate

It reflects our belief that dedicated emerging market investments can generate strong financial returns

SJP hits £220bn in FUM

The final quarter also saw elevated short-term outflows, as many clients accelerated tax-free cash (TFC) withdrawals from their pensions in anticipation of reduced TFC allowances.

Titan Wealth acquires Sound Financial Management Limited

The acquisition is subject to regulatory approval from the Financial Conduct Authority (FCA).

Wealth and Asset Management