UK wealth manager and price comparison site shares fall amid AI fears
Drop comes as AI firm Altruist launches service that helps advisers create personalised tax strategies
Wealth and Asset Management
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St.Galler Kantonalbank increases profit and plans to distribute more dividends.
Assets under management increased by 11.3 percent to CHF 71.8 billion by the end of 2025.
Scottish wealth firm doubles assets under management to ‘milestone’ £1 billion
There is said to have been a “significant” uptake in the firm’s combined planning and investment proposition.
Global Advisory: Rothschild & Co Redburn Review – December 2025
Rothschild & Co Redburn have shared their final review of 2025, where they discuss all these questions, and more.
"Margin pressure is here to stay"
UBP is one of the Swiss banks that is very active in consolidation and regularly makes acquisitions, primarily in wealth management.
Bluespring Wealth Partners Welcomes $2.3 Billion SHP Financial
Addition of the New England-based firm marks an expansion in the region for Bluespring, bolstering its existing community of high-performing advisors
IG Wealth Management Simplifies Product Shelf to Better Serve Clients
They include multiple fund mergers and one fund termination.
Deutsche Bank successfully issues European Green Bond
The proceeds from this issuance will be exclusively allocated to refinance assets within the Green Buildings category of Deutsche Bank's Sustainable Instruments Framework.
Deutsche Bank and DWS Deepen Collaboration to Strengthen Discretionary Portfolio Management
DWS to contribute institutional investment and execution platform to clients of Deutsche Bank’s Private Bank
Global Private Banking Awards 2026: Entries are now open!
Celebrating excellence in wealth management since 2009.
The great wealth transfer: Inside Gen X and Millenials’ £27.9 trillion succession
The hardest part of passing on wealth is never just the money; preparing the next generation for responsibility and purpose matters far more
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.