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Wealth and Asset Management

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.

02/04/2026

Rise of AI may still be at ‘infancy’: Indosuez Wealth Management

Chief investment officer Alexandre Drabowicz says that it is “fair” to say that it is a “debate” on whether if there is indeed an AI bubble.

02/04/2026

Global corporates pivot towards selective capital allocation in 2026 amid resilient growth

Leverage has improved marginally, providing corporates with an average 8 per cent increase in debt headroom year-on-year, while liquidity buffers remain elevated, having risen by 6 per cent.

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AI‑Driven Filings, Opt‑In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds

02-19-2026

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02-19-2026

KeyBank expands family office banking team

02-20-2026

Reader callout: Do you use AI for retirement planning?

02-20-2026

Ultra-rich families spend more on their private investment firms as their fortunes rise

02-20-2026

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02-20-2026

Reputation in the age of AI

02-20-2026

Five Saffery Trust leaders recognised in 2026 Private Client Global Elite listings

02-20-2026

Ultra-wealthy investors reshape the rules of wealth management

02-26-2026

Kevin Murphy Named Retirement VP at Broadridge

02-26-2026

BOS Nets Ex-HSBC Private Banker for Greater China Market

02-26-2026

BBH empowers asset managers in emerging market investing with the addition of the Colombian Peso to InfoFX restricted markets capabilities

02-26-2026

Why gold still matters to the ultra-wealthy

02-26-2026

The end of imputed rental value: What Swiss property owners need to know

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How Hong Kong became a global wealth magnet

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Wells Fargo Wealth Division Appoints Jeff Brown as Independent Solutions Platform Growth Director

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