People Moves
6 January 2026

Who's Moving Where In Wealth Management? – Helvetic Trust, Algebris, Amundi, Others

The latest moves, appointments and personnel changes for wealth management in the UK, rest of...

Market Research
6 January 2026

Commodity Markets, China Top Performers In 2025 – AIC

The UK’s Association of Investment Companies has released new research for closed-ended...

People Moves
6 January 2026

Afin Bank Names New Head Of High Net Worth And Diaspora Banking

In a short time, the new head has already made an "exceptional" contribution to Afin Bank,...

M and A
5 January 2026

Deals Of The Day: The Latest In Wealth Management M&A – MetLife Investment Management, PineBridge

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Strategy
5 January 2026

Why Family Governance Matters In Modern Wealth Planning

The following guest commentary argues that governance is central to wealth planning conversations. ...

People Moves
5 January 2026

Summary Of Senior Moves In Global Wealth Management – November 2025

A summary of moves, appointments, and personnel changes in the world's wealth management sector. ...

People Moves
5 January 2026

Who's Moving Where In Wealth Management? – HKIFA, Standard Chartered

The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...

Investment Strategies
5 January 2026

Focus On Sustainable Investment, AI And The Energy Transition – EdenTree

Despite the challenges, UK sustainable investment manager EdenTree said that in 2026 it is...

M and A
24 December 2025

NatWest, Barclays In M&A Tussle To Acquire Evelyn Partners – Media

A takeover contest is continuing for UK wealth management group Evelyn Partners, the business that...

Tax
24 December 2025

UK Inheritance Tax Partial U-Turn On Businesses, Farms – Reactions

After the UK government announced that the level of the agricultural and business property reliefs...