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Wealth and Asset Management

04/16/2026

Macquarie Asset Management strengthens long-term partnership with Vilogia, bringing total financing to €639 million

As the largest producer of social housing in the EU1, France relies on key operators such as Vilogia to expand access to affordable housing and help build more inclusive communities.

04/16/2026

Europe to pivot to rate hikes, slowing growth

Before the Middle East conflict, Europe’s economy showed quiet resilience. Real GDP growth in the eurozone reached 1.5% in 2025.

04/16/2026

Results of the 2026 Annual General Meeting of UBS Group AG

Shareholders approved all proposals at the Annual General Meeting of UBS Group AG

04/15/2026

Why women should start planning their future today

Women continue to face a number of structural and demographic challenges when it comes to long-term financial planning.

04/15/2026

Oberon agrees to FCA restrictions on wealth division

The regulator is reviewing the wealth business' existing systems and controls following a period of growth.

04/15/2026

WealthArc launches AI Agent to turn alternative data and documents into AI-ready investment data

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

Hargreaves Lansdown and SJP to adopt ACT Informed designation

Four investment management houses have adopted City Hive’s new framework to reflect their commitment to culture and governance

04/15/2026

Chase Buchanan Private Wealth Management Launches Expat Money Matters Podcast

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

Intesa Sanpaolo strengthens its Wealth Management Division governance

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

Tatton: ‘it has been one of our finest years’

Total assets under management grew by 11 per cent in the year to reach £24.2bn, up from £21.8bn.

04/15/2026

Brooks Macdonald Group Third Quarter FUMA Update

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

CaixaBank launches two calls for submissions to honour the best female entrepreneurs and self-employed women in Spain

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

Vontobel Annual General Meeting 2026

The shareholders also elected the proposed independent proxy and KPMG as the new external auditor.

04/15/2026

Hawksmoor reaches settlement with breakaway Oberon four

Citywire understands wealth manager has agreed an out of court deal with Exeter-based team who left for rival last year.

04/14/2026

GBST deploys agentic AI to automate complex wealth administration processes

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

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

The Berne Financial Services Agreement breaks new ground in cross-border regulation

04/14/2026

Scotland-based financial planning company acquired by acquisitive wealth management firm

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

GAM: Minority Shareholders Warn Against Concentration of Power

With this move, the Zurich-based asset manager aims to advance succession and continuity planning; finews reported on this.

04/14/2026

How Rathbones is setting out its strategy for growth in the UK

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

Saxo Bank reports record-breaking number of clients and client assets

In 2025, the J. Safra Sarasin Group signed a deal with the previous shareholders to acquire a majority stake in Saxo Bank.

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  • Popular
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L&G names Nigel Drury as Asset Management Chief Risk Officer

04-21-2026

Building Resilience in Private Wealth Structures: a Long-term Perspective

04-21-2026

CMB Monaco completes strategic technology transformation with Deloitte Luxembourg

04-21-2026

Zurich UK launches Private Client Service for UHNW clients

04-21-2026

Change of Nominated Adviser and Board Changes

04-21-2026

Quilter plc First Quarter 2026 Trading Statement

04-22-2026

Praxis appoints Luke Cornish as Client Services Director in Jersey

04-22-2026

Pictet WM recruits from UBS for Asia CIO

04-23-2026

Adyen agrees €750m deal for loyalty and incentives platform Talon.One

04-27-2026

Wealth specialists warn of risks to estate planning as IHT receipts reach record £8.5bn

04-27-2026

ECB signs agreements with European standard setters to facilitate digital euro payments

04-27-2026

Elliott Management Releases Presentation on Daikin Industries, Ltd.

04-27-2026

Close Brothers also declines to challenge car finance redress

04-27-2026

Pantheon’s infrastructure secondaries fund secures approval

04-27-2026

Brookfield Leans Into UK Pensions To Build Fee Based Insurance Engine

04-27-2026

Legacy rules ‘undermine’ Consumer Duty goals, research finds

04-27-2026

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