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Wealth and Asset Management

02/05/2026

Sergio Ermotti Wants to Leverage the Strength of the Diversified Business Even More

UBS attributed its strong profit in the past quarter primarily to Investment Banking and progress in reducing legacy issues. However, revenues in Wealth and Asset Management also increased. Net new money inflows in these areas were, however, at the lower

02/05/2026

MST Financial to support wealth managers with portfolio service

MST Financial has launched a portfolio consulting and implementation service to support wealth management firms, in response to client demand.

02/05/2026

Barclays and NatWest to table rival bids for £2bn wealth manager Evelyn

The high street banking giants both intend to table formal bids on Thursday for private equity-backed Evelyn Partners as an auction nears its conclusion, Sky News understands.

02/05/2026

Quilter’s WealthSelect continues growth trajectory, smashing past £25bn mark

The UK’s largest Managed Portfolio Service has seen assets jump 37% in just one year

02/05/2026

Tavistock issues statement on expanded legal dispute with Titan

It is therefore particularly disappointing that we have now had to include these new causes of action in respect of Titan’s MPS

02/05/2026

With trillions in transition, trust has never been more important for wealthy families

Warren Thompson, Head of Coutts International & Family Office, reflects on how evolving family dynamics have reinforced the enduring importance of trust in wealth services.

02/05/2026

BNP Paribas Group: Results as of 31 December 2025

The Board examined the Group’s results for the fourth quarter 2025 and approved the Group’s accounts for 2025.

02/05/2026

AXA and Deloitte Private Forge Strategic Initiative To Enhance Wealth Planning for HNW Clients

Deliver enhanced wealth-planning capabilities and client experience for HNW individuals

02/05/2026

Jim London: Prudent consolidation and the rewiring of modern wealth management

What began as a route to scale has become a structural response to rising regulatory demands, shifting adviser demographics and the increasing cost of delivering advice.

02/05/2026

Benchmark completes £450m buy-out to secure succession for two partner firms

Both businesses have embraced Benchmark’s award-wining technology and compliance solutions to drive sustainable growth and deliver consistent, high-quality client outcomes.

02/05/2026

Valiant is also successful in 2025 and continues to grow.

Valiant continues its successful run, increasing its group profit by 2.9 percent to CHF 154.7 million in 2025.

02/05/2026

Better-than-expected growth points to a stable US, European outlook

Despite the continuing impacts of US tariffs on consumers and trade, we expect global growth to stay close to potential, and broadly stable compared with 2025’s levels.

02/05/2026

Liontrust Brings Together Fixed Income Capabilities into Single Team

The combined capability will benefit Liontrust’s existing fixed income clients, including the Sustainable Future (SF) managed range and the Multi-Asset funds and portfolios.

02/05/2026

JTC PLC Pre-Close Trading Update

Resilient new business wins and latest acquisitions integrating well

02/05/2026

Broadridge Reports Second Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Recurring revenue growth constant currency, Adjusted Operating income margin, and Closed sales

02/04/2026

From Multishoring to One-Bank Execution: Redefining Private Wealth for Global Asian Clients

He also shares how investment priorities are shifting toward Asia, risk-aware yield, and discretionary mandates

02/04/2026

Summit Wealth Group Announces Merger with Premier Private Wealth

Merger will Launch Summit Family Office Services to Meet Increased Demand from Ultra-High-Net-Worth Families

02/04/2026

Titan Wealth completes acquisition of IWP adding £6.9bn to AUM

The group said it now has 225 client-facing financial advisers across the UK

02/04/2026

UBS's fourth-quarter and full-year 2025 results

High trading activity across Global Wealth Management and the Investment Bank underpinned by broad-based client engagement

02/04/2026

Twelve Securis and Union Bancaire Privée (UBP) strengthen cooperation with new jointly developed ILS Fund

The collaboration reflects the shared commitment of both firms to delivering innovative investment solutions in a dynamic but evolving market environment.

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Certuity’s Rich Bursek Announces Four Hires to Support Growth and Technology Initiatives

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02-06-2026

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02-06-2026

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02-03-2026

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Advisors Signal Desire for More Technology and Product Education to Drive Growth in New Study from Broadridge and FSI

02-03-2026

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02-10-2026

Global Private Banking Awards 2026: Entries are now open!

02-10-2026

The great wealth transfer: Inside Gen X and Millenials’ £27.9 trillion succession

02-10-2026

Appointment of Peter Burrill as interim Group Chief Financial Officer

02-10-2026

Evelyn Partners including Bestinvest to become part of NatWest

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The rise of UHNW women in the GCC: What to look for in a fiduciary partner

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Forbes Best-in-State 2026 Wealth Management Team in Pennsylvania

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Raffles Family Office subsidiary gets HK licence for digital asset services

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