Market Research
7 July 2026

A New Measure Wealth By Wellbeing Guide Redefines How Financial Success Is Measured

The B Corp-certified financial planning firm First Wealth has published a guide to its Measure...

Compliance
7 July 2026

Compliance Corner: UK Regulator Charts AI's Impact On Financial Services

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Technology
7 July 2026

OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Worried Or Excited?

The group editor takes a look at the issue of clients’ use of AI and digital tools to get clued...

M and A
7 July 2026

UK Financial Services M&A Value Surged Eight-Fold In H1

A clutch of Anglo-American deals – such as involvement of private equity firms in the US and...

New Products
7 July 2026

What’s New In Investments, Funds? – Standard Chartered, BlackRock, MUFG, JCB

The latest news in investment offerings, financial products and other services relevant to wealth...

People Moves
7 July 2026

Who’s Moving Where In Wealth Management? – UBS, Charles Russell Speechlys, HSBC, Others

The latest senior appointments in the UK, the rest of Europe, the Middle East and select...

M and A
7 July 2026

Bank J Safra Sarasin Agrees To Buy Rest Of Saxo

The deal is an example of the kind of consolidation taking place in parts of the European and...

Alt Investments
7 July 2026

Global Continuation Investments Could Surge In The Next 10 Years – Schroders Capital

The rise of "continuation" investments in the private markets sector speaks to the maturation...

M and A
6 July 2026

Schroders Sharpens Focus On Wealth Business

Schroders has agreed to sell its Benchmark business to Sweden's Söderberg & Partners at a time...

People Moves
6 July 2026

Former Standard Chartered Interim CFO Hired By Julius Baer

A new CFO is coming to the Swiss private bank, following a brisk period of change in that role at...