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Wealth and Asset Management

01/13/2026

Quilter launches smoothed funds in partnership with Standard Life

Each fund invests across a diversified mix of assets, including equities, bonds, alternatives, and money market instruments such as cash, typically through third-party funds.

01/13/2026

Bank HR developer distributes leadership burden across several shoulders

Basler will remain with the BBZ and will dedicate himself to strategic issues on the board of directors.

01/13/2026

Quilter Cheviot: The key themes driving the sustainable recovery in 2026

Global equity markets are expected to deliver moderate gains, supported by technological innovation, fiscal stimulus, and selective regional opportunities.

01/13/2026

Coutts Weighs Offering Ares and Apollo Funds for Wealth Clients

The private bank, owned by Natwest Group Plc, is considering whether to offer clients so-called evergreen funds managed by Ares Management Corp. and Apollo Global Management Inc.

01/13/2026

Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta

The eight-member team has created Harbor View Private Wealth and represents Elevation Point's first investment of the year.

01/13/2026

UBS warns Swiss capital plan risks competitiveness and shareholder value

The bank estimated the plan would increase its capital needs by about $23–24bn, mainly through additional Common Equity Tier 1 capital.

01/12/2026

Why debt dynamics show promise for UK economy

View the UK through a debt lens and you see an economy with the potential to outperform in 2026.

01/12/2026

Evergreen fund launches to fuel 5-year growth spurt

Wealth-focused evergreen funds are set to grow at 11 per cent annually by 2029 as wealth managers focus on private credit.

01/12/2026

Quilter launches smoothed funds in partnership with Standard Life

Each fund invests across a diversified mix of assets, including equities, bonds, alternatives, and money market instruments such as cash, typically through third-party funds.

01/12/2026

W1M to acquire independent investment manager Vermeer

The transaction is subject to regulatory approval and is expected to complete in the Spring of 2026.

01/12/2026

CaixaBank launches 'Family Governance', a new comprehensive advisory service in family governance for business families

Family Governance is aimed at business families and family groups with significant assets, as well as founders, successors, and family offices seeking to establish clear rules for decision-making and legacy protection.

01/12/2026

HSBC launches UAE asset management business to tap into wealth influx

HSBC Unveils New Asset Management Venture in UAE to Capture Wealth Growth HSBC's Strategic Move in the UAE

01/12/2026

UBS Strengthens Australia Desk with Singapore-Based Hire Amid Offshore Wealth Competition

UBS described the hire as a strategic move to support the growth of its Australia International team, launched in Singapore last year to serve global Australian clients.

01/12/2026

UBS publishes response to the Federal Council’s consultation on the amendment to the Banking Act and the Capital Adequacy Ordinance

UBS has published its response to the consultation on the amendment to the Banking Act and the Capital Adequacy Ordinance.

01/12/2026

JPM alts selection boss: ‘We favour restrictions on evergreen liquidity’

Mark Hempstead, head of alternative investments for EMEA at JP Morgan Private Bank, says large liquidity buffers in evergreen funds defeat the point of investing in private markets.

01/12/2026

Nour Private Wealth enters into a definitive agreement to acquire Goodwood Français

This planned partnership reflects our commitment to providing thoughtful, comprehensive, and tailored wealth management solutions, supported by a culture of care, discretion, and continuity across generations.

01/12/2026

LGT WM plans Manchester office move for growing team

Expansion continues two years after hiring an Evelyn Partners team to get started in Manchester, with Adam parker also joining former colleagues.

01/12/2026

Aurum Capital unveils AI-driven quantitative wealth advisory platform

The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.

01/09/2026

From ESG hype to credibility: what wealth management faces in 2026

WealthTech company Kidbrooke recently explored the lessons learned from 2025 and what to expect in wealth management in 2026.

01/09/2026

Bank of America advisers get green light for bitcoin

Bank of America has allowed its 15,000 advisers to consider bitcoin ETF allocations for its wealth management clients for the first time this month.

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