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Wealth and Asset Management

07/20/2026

Seven Street Wealth delivers success and plans succession

Independent financial planning firm records 40% revenue growth and invests in team

07/17/2026

Introducing Q3: New Longevity report by RBC Wealth Management reveals how 45-75 year olds are redefining later life

RBC Wealth Management is responding to this new reality with dedicated research and expert insight, shedding light on the opportunities and challenges facing clients whose lives may well extend to 100 years and beyond.

07/17/2026

CrediaBank enters strategic partnership with BNP Paribas Asset Management to accelerate Wealth Management growth

The collaboration is designed to strengthen the Bank's advisory capabilities and support the delivery of tailored, high value -added investment solutions that address the evolving needs of its c ustomers .

07/17/2026

St James's Place shares down amid AR exits

At least one large firm heads to Söderberg with a second rumoured to follow

07/17/2026

Temenos completes the acquisition of additiv

The founder-led management team will continue to run additiv on a stand-alone basis after closing.

07/17/2026

Fairstone adds £183m with North East acquisitions

The firms have now completed their initial partnership periods and become fully part of Fairstone.

07/17/2026

Vaduz IAM unveils rare higher-risk fund for newer investors

CIO and CEO Thomas Trauth details the thinking behind the new fund being launched by Vaduz-based IMT Asset Management.

07/17/2026

Deutsche Bank secures “World’s Best for Research” and Fifth Consecutive “Germany’s Best Investment Bank”

The bank was awarded the prestigious title of "The World's Best for Research," a testament to the quality and impact of its global analysis.

07/17/2026

Santander named the World’s Best Bank by Euromoney

Santander is also named the World's Best for Consumer Lending, Latin America's Best Retail Bank, Latin America's Best Investment Bank and Europe's Best Bank for SMEs.

07/17/2026

Ahead of half-year results: These five questions are the focus at Julius Baer

Assets under management reached a record high of CHF 528 billion, while revenues benefited from high client activity and improved cost discipline.

07/17/2026

Julia Dziegiel shortlisted in Citywealth's Future Leaders Awards 2026

The philosophy of the contest is to support future leaders who excel at work but who also make an important contribution to society.

07/16/2026

NatWest Cymru seeks to ‘Power Welsh Ambition’ with investment in new Cardiff head office

NatWest Cymru announce plans to relocate its Welsh headquarters to a new flagship Cardiff office.

07/16/2026

Union Bancaire Privée: Business results for the first half of 2026

This growth was primarily driven by the positive performance of the financial markets since the beginning of the year and the performance of the bank's managed mandates and investment funds.

07/16/2026

Partners Group provides business update and reports record fundraising in H1; reconfirms full-year guidance

Partners Group's broader suite of evergreen strategies recorded the majority of evergreen inflows in H1, with total evergreen client demand at USD 4.2 billion.

07/16/2026

GAM special situations managers cross 5% ownership threshold in Liontrust and build a position in Impax, citing continued engagement and deep undervaluation

It should not be interpreted as a statement of corporate policy or opinion by GAM Investments.

07/16/2026

UBS tries to crack the American market at last

Swiss group wants to be valued as a global wealth manager rather than a European bank but lags far behind Wall St rivals

07/16/2026

Wealth manager expands with heartland region moves

The deals come after the businesses joined Fairstone’s downstream buyout programme in 2024, which allows owners to work with the company and grow operations while planning for a sale.

07/16/2026

Unlocking Profitable Growth Through Scalability in Wealth Management

While less than half are achieving consistent scale, the link between scale and profitability is clear.

07/16/2026

Groupe Banque Richelieu reaches €11 billion in assets under management and displays remarkable financial strength

This momentum paves the way for ambitious development in the years to come.

07/15/2026

Rathbones warns business owners at risk on pensions

One of the UK's leading wealth managers submits evidence to the Pensions Commission to highlight challenges faced by the self employed

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Ten largest wealth managers now have nine tenths of clients

08-19-2026

Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

08-19-2026

Mourant advises on landmark UK residential real estate deal

08-18-2026

EQ Retirement Solutions appoints Will Pritchett as chief executive officer

08-18-2026

Mike Joo and Adeel Khan appointed Co-CEOs of Barclays Investment Bank

08-18-2026

Banco Económico S.A. Bolivia Awarded the Best Bank Digital Transformation Bolivia 2026 by Global Banking & Finance Review

08-21-2026

Vanguard launches three global equity ETFs

08-21-2026

Revolut applies for Finnish banking licence to support European expansion

08-21-2026

EFG International appoints Ranjit Khanna as CEO of its Dubai Advisory Office

08-25-2026

BCGE : An unprecedented half-year performance

08-25-2026

European banking rewards in 2026

08-25-2026

Families could face 91% tax hit on inherited pensions from April, NFU Mutual warns

08-25-2026

Aviva enhances High Value protection offering

08-25-2026

Aegon AM launches financial credit opportunities fund

08-25-2026

What makes or breaks the digital euro

08-25-2026

AJ Bell Custody Solutions signs Daintree Wealth Management

08-25-2026

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