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Wealth and Asset Management

05/22/2026

UBS Wealth Management EMEA Head Relocates to the Middle East

In addition, the bank is making changes to the regional structure within the division.

05/22/2026

Schroder Oriental Income Fund Limited - Half Year Results

The Trust aims to tap into the Asian income story by focusing on quality companies with attractive dividend growth prospects.

05/22/2026

Investing in young people: the commitment of the Delen Private Bank Philanthropy Fund

The Fund – managed by the King Baudouin Foundation – supports projects for young people facing social, mental, or education-related vulnerabilities.

05/21/2026

Fideuram Direct in Belgium and Luxembourg: international growth continues

The established presence of the Intesa Sanpaolo Group in the region through Intesa Sanpaolo Wealth Management further strengthens this positioning.

05/21/2026

Cazenove Capital and Blue Earth announce three‑year strategic partnership

Through its Summit, Forum and year‑round platform, it aims to connect capital with solutions that address some of the world’s most pressing social and environmental challenges.

05/21/2026

Investec eyes City hiring spree in major move into UK private banking

The expansion will boost its banking presence in London, as it seeks out wealthy clients for what will become a ‘full service primary bank”.

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.

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BNP Paribas presents the growth strategy of its commercial bank in Belgium (CPBB) and raises its profitability targets to 22% pre-tax RONE in 2028 and 25% in 2030

06-01-2026

Northcote in talks to buy UK wealth manager

05-29-2026

Central Banks under pressure as inflation risks re-emerge

05-29-2026

Caldwell Strengthens Financial Services and Fintech Capabilities with Addition of Alex Langridge in London

05-29-2026

Mirabaud Asset Management appoints Caroline Desclaux as Head of Sales France

05-29-2026

Delancey appoints capital strategies director

05-29-2026

Bedrock’s Advisors Named in the 2026 Spear’s Wealth Management Index

06-01-2026

UK banks still lack access to Mythos AI model

06-01-2026

Brooks Macdonald Strategic Partnerships (BMSP)

06-05-2026

Institutional Investors and Wealth Managers Believe Tokenized ETFs Will Drive Mass Adoption in the Markets

06-05-2026

Wealth taxes ‘almost inevitable’ because of AI

06-05-2026

Cazenove Capital appoints Arietta Bortot as Head of Business Risk and Control

06-05-2026

Pictet Alternative Advisors and Stoneweg add another high-quality asset to their Dutch Logistics Platform “AXIS”

06-05-2026

Deloitte appoints 13 new partners and 4 new managing directors in Luxembourg

06-05-2026

Ptarmigan Capital Ltd Announces Three Distinguished Leaders to Join its Advisory Board

06-05-2026

Deutsche Bank shuns “aggressive” promotions to beat rivals

06-05-2026

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