04/15/2026
Built on a rapidly expanding global grid targeting 1,000+ data feeds. New capability interprets complex financial documents and makes them available to wealth managers automating the last mile from documents to portfolio data for AI-enabled workflows.
04/15/2026
Four investment management houses have adopted City Hive’s new framework to reflect their commitment to culture and governance
04/15/2026
Episodes include contributions from internal advisors as well as external experts based in regions with significant expatriate populations, including Spain, Malta, and Portugal.
04/15/2026
In particular, the Division aims to replicate across major European markets a model already successfully implemented by Fideuram in Luxembourg and Belgium, based on the integration of physical presence and digital offering.
04/15/2026
Total assets under management grew by 11 per cent in the year to reach £24.2bn, up from £21.8bn.
04/15/2026
All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.
04/15/2026
These awards are a further show of the bank’s commitment to fostering female talent, celebrating careers marked by innovation, leadership, and significant contributions to economic and social progress.
04/15/2026
The shareholders also elected the proposed independent proxy and KPMG as the new external auditor.
04/15/2026
Citywire understands wealth manager has agreed an out of court deal with Exeter-based team who left for rival last year.
04/14/2026
By designing agentic AI to operate within defined limits as part of Composer, GBST’s clients can automate complex, high-volume wealth administration processes that currently require significant manual intervention.
04/14/2026
The Berne Financial Services Agreement breaks new ground in cross-border regulation
04/14/2026
It has four advisers, approximately £340 million in assets under management and has also developed an Adviser Academy focused on developing the next generation of financial advisers.
04/14/2026
With this move, the Zurich-based asset manager aims to advance succession and continuity planning; finews reported on this.
04/14/2026
And it is that eye on tomorrow’s success that is driving Carroll, who joined Rathbones in March 2022 as chief investment officer before being promoted to chief executive of Rathbones Asset Management.
04/14/2026
In 2025, the J. Safra Sarasin Group signed a deal with the previous shareholders to acquire a majority stake in Saxo Bank.
04/14/2026
Advisers who recognise this early will be better placed to support clients through change, rather than reacting to it later.
04/13/2026
Stephen Jackson, Head of Coutts Family Office Wealth Planning, writes on the importance of nurturing responsibility and the purpose shared by generations as they pass on family wealth.
04/13/2026
This became Alliance Witan in 2024 and is now part of the FTSE 100
04/13/2026
Adds to partnerships with J.P. Morgan Asset Management and T. Rowe Price
04/13/2026
The court said UBS could not be held responsible for alleged misconduct connected to events that took place long before the emergency takeover of Credit Suisse.