02/10/2026
Former Barclays and 7IM manager launches Quilter AR wealth firm
Gareth Munn has founded Control Point Wealth, an appointed representative of Quilter, aimed at business owners and entrepreneurs.
Wealth and Asset Management
02/10/2026
Swiss banks are generally viewed positively; local banks remain a clear anchor of trust.
The personal relationship with one's primary bank is also viewed very favorably.
02/09/2026
Federated Hermes pushes into Australian wealth management with wholesale launch
Federated Hermes has launched its first fund for Australian wholesale investors, focused on global trade finance, as it accelerates an expansion into wealth management.
02/09/2026
Macquarie AM boosts Asia wealth team with LGT hire
The $477bn firm also announced two more hires, including an Asian wealth marketing head from Lazard AM.
02/09/2026
DBS: Full-year profit before tax at record SGD 13.1 billion; net profit at SGD 11.0 billion with ROE at 16.2%
Board proposes 66 cent final ordinary dividend, a 6 cent increase; fourth-quarter total dividend at 81 cents including Capital Return dividend
02/09/2026
UBS to Hire 50 Hong Kong Wealth Bankers After Record Revenue Year
A lot of the hiring will be focused on high net-worth
02/09/2026
Rothschild & Co’s Swiss Wealth Management business wins two WealthBriefing Swiss Awards 2026 for best HNW Team and UHNW Team for International Clients
Rothschild & Co’s Swiss Wealth Management business has won two categories at this year's WealthBriefing Swiss Awards.
02/09/2026
Schroders and Apollo to deliver next generation investment solutions in ambitious multi-channel partnership
Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients
02/09/2026
NatWest Group announces the acquisition of Evelyn Partners and a £750m share buyback
NatWest Group plc (“NatWest Group”) is pleased to announce that it has reached an agreement to acquire Evelyn Partners from funds advised by Permira and Warburg Pincus for £2.7 billion enterprise value (the “Transaction”).
02/09/2026
Coutts welcomes Evelyn Partners
Together, we will be the UK’s leading private banking and wealth management business
02/09/2026
Permira and Warburg Pincus agree to sell Evelyn Partners to NatWest
Under the Permira fund’s majority ownership, assets under management increased from ~£5 billion to £69 billion.
02/09/2026
Söderberg & Partners expands into UK family office and HNW space with significant investment in Artorius Wealth Management
Artorius is recognised for its fresh thinking and agile, modern approach to wealth management.
02/09/2026
UBS Announces New Class of Managing Directors
Our Managing Directors exemplify and uphold our strong culture grounded in our three keys to success.
02/09/2026
Former Newcastle Falcons and Scottish international player on how he went from rugby to wealth management
The director later put himself through his Independent Financial Adviser (IFA) exams, qualifying while he was still playing.
02/06/2026
Reshaping wealth management in unexpected ways
Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising some commentators
02/06/2026
WTW says it's ready for more UK wealth tie-ups after Atomos success
Ben Leach discusses ambitions to expand the group's presence in UK wealth management and even become a household name.
02/06/2026
Pinnacle targets wealth advisers with UK acquisition
PAM is a UK fund manager which operates as a multi-affiliate model – the same as Pinnacle – as well as managed accounts technology product with assets under management of $26 billion.
02/06/2026
14 William Blair Women Wealth Advisors Named Best-in-State by Forbes
The rankings are based on data from top-performing women advisors nationwide, evaluating several factors including assets under management, industry experience, and compliance records.
02/06/2026
Barclays harnesses GenAI to deliver world-class customer service
This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation, improve decision making, and increase efficiency in its operations.
02/06/2026
Where billionaires' investment firms placed their bets in January
While family offices are making fewer bets, their appetite for mega-rounds, which have come to dominate the VC landscape, hasn’t waned.