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Wealth and Asset Management

06/26/2026

Goodbody to acquire Northern Ireland's Legacy Wealth Management

Goodbody intends to support the continued development of Legacy Wealth Management while broadening access to investment and financial planning expertise on an all-island basis.

06/25/2026

Rathbones announces partnership with Bristol Bears

Beginning ahead of the 2026/27 season, the partnership will run through to 2029.

06/25/2026

Bantleon fully acquires convertible bond specialist

Subject to approval by the regulatory authority FINMA, the asset manager now holds 100% of the shares in the Zurich-based convertible bond specialist.

06/25/2026

JPMorgan Chase Set to Open Private Banking Office in Hamburg

The office will be located at Domplatz in the city center and cater to clients in northern Germany.

06/24/2026

Van Lanschot Kempen becomes principal member of the European Payments Initiative

They operate across borders and expect payment solutions that match that reality.

06/24/2026

Five client-led shifts reshaping European wealth management

Wealth management is no longer about managing money alone. It’s about managing uncertainty, trust, and major life decisions.

06/24/2026

Wealth creators ‘not feeling welcome’ in UK, says Blevins Franks chief

Roberts added: “What governments in Europe are understanding is there is a competition, there is an international mobility now to wealthy individuals.

06/24/2026

Louis Theroux Confirmed as Endnote for Private Wealth Conference 2026

This year, the much-anticipated endnote speaker for the event will be acclaimed documentary-maker Louis Theroux.

06/24/2026

Liontrust Asset Management reports 22% drop in gross profit

Liontrust reported gross profit of £123m (2025: £157.7m), including £3.7m of performance fee revenues (2025: £3.6m), with a revenue margin of 0.55% (2025: 0.60%).

06/23/2026

The largest transfer of assets in Swiss history

In 2025, around CHF 100 billion was bequeathed or gifted in Switzerland.

06/23/2026

Wealth management for founders – from start-up to scale

There are millions of start-ups worldwide, but many do not survive long-term.

06/23/2026

Mishcon de Reya wins Residential Property Team of the Year at Chambers High Net Worth Awards 2026

The annual Chambers High Net Worth Awards celebrate elite law firms and lawyers across a variety of practice areas, based on extensive research for the Chambers High Net Worth Guide 2026.

06/23/2026

UBS and Nethermind Complete Compliance Proofs of Concept on Ethereum

The tests showed that banks can apply strong compliance checks through the systems they run on top of Ethereum, without changing how Ethereum itself works.

06/23/2026

Swiss Life Asset Managers sells Amprion stake to RWE

The transaction now agreed fully realises the value appreciation achieved by the investment, in the interests of the investors.

06/19/2026

Raymond James to unify UK wealth businesses under single brand

The combined business oversees £49.4bn of client assets and supports around 230 wealth managers across employed, independent and platform-based models.

06/19/2026

St. James’s Place – Simplifying our Reporting Presentation

What is changing is the way we present financial performance.

06/19/2026

OWIN26: Scalability, a Real Challenge for Wealth Management

Financial institutions must learn to do both at scale, ensuring that an increase in initiatives doesn't translate into increased operational complexity.

06/19/2026

Rothschild & Co wins Best Debt Advisory Firm for Companies

This recognition reflects the strength of Rothschild & Co's advisory capabilities, built on a track record of advising on some of the most complex and high-profile transactions globally.

06/19/2026

Schroders recognised with double win at Investment Week Fund Manager of the Year Awards

The Investment Week Fund Manager of the Year Awards recognise excellence within the UK investment industry

06/19/2026

JTC Wins Three Awards at Inaugural Jersey Compliance Awards 2026

This recognition reflects the strength of JTC’s compliance culture and the commitment of its people to maintaining the highest standards in support of clients, colleagues and the wider business.

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

07-06-2026

EIF backs Danish fund Climentum with €40 million pledge to support early-stage climate-tech companies in Europe

07-06-2026

J.P. Morgan reshuffles senior private bankers in APAC and EMEA

07-06-2026

Aviva announces two promotions in private client business

07-06-2026

Allspring and Pictet join CityHive’s ACT list

07-09-2026

Canaccord Wealth co-CIO steps down amid chief investment office changes

07-09-2026

Rob Duarte Joins Investec as Private Client Business Development Lead in Jersey

07-09-2026

€12m for Dallara’s digital innovation and sustainability investments

07-09-2026

JTC Announces Mid-year Promotions

07-10-2026

Financial firms keep EU carbon markets moving

07-10-2026

Hedge funds gain in June driven by record equity markets, AI and IPOs

07-10-2026

Account of the monetary policy meeting of the Governing Council of the European Central Bank held in Frankfurt am Main on Wednesday and Thursday, 10-11 June 2026

07-10-2026

Appointment of the Commissioner for Public Appointments

07-10-2026

abcfinance to unlock over EUR 380 million in fresh SME finance with EIF–KfW securitisation deal

07-10-2026

EBRD and Central Bank of Jordan strengthen compliance and financial crime risk management

07-10-2026

FCA cracks down on illegal promotions and market abuse in first year of new strategy

07-10-2026

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