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Wealth and Asset Management

02/10/2026

Evelyn Partners including Bestinvest to become part of NatWest

The value of investments can fall as well as rise and that you may not get back the amount you originally invested.

02/10/2026

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

In the UAE, 30% of real estate portfolios are held by women, and more than 25,000 Emirati women entrepreneurs contribute over $16 billion annually to the economy.

02/10/2026

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

Smith Wealth Advisory Group has been named to the 2026 Forbes list of Best-in-State Wealth Management Teams in Pennsylvania

02/10/2026

TISE raises more than £16k for Guernsey Cheshire Home

The funds raised during these activities were then matched by TISE.

02/10/2026

Barclays posts strong Q4 results and announces another £1bn buyback

It also plans to return over £15 billion to shareholders between 2026 and 2028, equivalent to around 22% of its current market value and underpinning its capital return story.

02/10/2026

WealthBriefing Swiss Awards 2026 - Double win for Edmond de Rothschild

The WealthBriefing Swiss Awards celebrate the most innovative and outstanding firms, teams and individuals in the wealth management industry.

02/10/2026

Pictet Group: Assets Under Management Reach a Record

This is reflected in the unaudited results for 2025 released by the company on Tuesday.

02/10/2026

New year, new plan: turning financial aspirations into reality

Gary Brownbridge explains why the start of the year is the ideal time to review your finances, refine your priorities and put a clear plan behind your long-term goals.

02/10/2026

Deutsche Bank HausFX and BlackRock Aladdin Announce Partnership

As settlement cycles shorten and regulatory complexity increases, the need for automated operational workflows is critical.

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.

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.

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