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
Wealth and Asset Management
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.
02/04/2026
Deutsche Bank recognised for market leadership and innovation in Korea
Recognition by South Korea highlights Deutsche Bank’s FX market expertise and pioneering role in South Korea’s RFI Programme
02/04/2026
Mediobanca’s top private bankers decamp to Deutsche Bank
Move by German lender comes in the wake of Milanese lender’s takeover by Monte dei Paschi
02/04/2026
Barclays Announces Sponsorship of Atlassian Williams F1 Team
As part of the multi-year sponsorship, Barclays will be the Official Banking Partner for the Williams team and will become the team’s primary corporate bank.
02/04/2026
Brookfield Asset Management Announces Record 2025 Results and 15% Dividend Increase
Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025
02/04/2026
Rothschild & Co Strengthens Private Bank With Ex-Edmond de Rothschild Bankers
The post highlights Rothschild & Co’s assertion that the bankers were available on the market and that no rules were breached, yet the transfer underscores lingering tensions as both entities extend their reach into overlapping geographies such
02/04/2026
How RBC Wealth Management uses AI in their talent pipelines
AI could replace many of the tasks performed in entry-level work, but RBC WM’s Head of Training and Development sees opportunity
02/03/2026
Standard Chartered has launched ‘Invest Like Champions’ Campaign with Liverpool FC
This is brought to life by mapping key roles of Liverpool FC players on the field to distinct wealth investment tactics.
02/03/2026
PIMFA appoints Morningstar as new Sole Index Series’ Provider
PIMFA has appointed Morningstar Indexes to manage the UK wealth management industry’s key benchmarks from March 2026.
02/03/2026
Johnston Carmichael Wealth rebrands to Partners Wealth Management brand following successful integration
Johnston Carmichael Wealth (JCW) has formally joined with and rebranded to Partners Wealth Management following its acquisition last March.
02/03/2026
Amundi: 2025 4th Quarter and Annual results
Amundi Technology recorded another strong growth in its revenues
02/03/2026
Belfast-based wealth advisory firm to open new Dublin hub to support cross-border needs of clients
Pacem Advisory now has £212m in assets under its management
02/03/2026
The great wealth transfer: turning heirs into clients
Most wealth managers have built their businesses on the preferences, goals and communication styles of baby boomer clients.
02/02/2026
Asia's ultra-wealthy drive insurance revenues at private banks
Jumbo policies, multi-generational planning, and cross-border flows are fueling a surge in insurance among Asia’s wealthy, and private banks have become major beneficiaries of the trend.
02/02/2026
Standard Chartered Expands Wealth Management in China with New Shenzhen Priority Private Centre
This launch follows similar centres established in Beijing, Shanghai, and Hangzhou, designed to offer bespoke wealth management solutions for high-net-worth clients.