Wealth
A wave of senior leadership changes is reshaping wealth management firms in the UK and beyond, as institutions prioritize specialized expertise in infrastructure, private lending, and exchange-traded funds to navigate a shifting economic environment and drive regional expansion.
Wealth
One in four Britons over the age of 55 has never discussed inheritance with their family, according to new research from Mattioli Woods. This persistent silence comes despite looming changes to tax rules that threaten to pull significantly more estates into the government's inheritance tax net by 2030.
Wealth
Data centers driving the artificial intelligence boom require more than just high-end processors; they demand massive amounts of energy and raw materials. Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, is pivoting toward these foundational assets, targeting energy producers and chip manufacturers to capture the sector's growth.
Wealth
Despite the persistent threat of Middle East instability, major investment firms including Edmond de Rothschild, Guinness Global Investors, and Franklin Templeton maintain a bullish outlook on emerging markets. Analysts argue that strategic stockpiles and deepening intra-regional trade links provide a necessary buffer against global energy shocks and geopolitical volatility.
Wealth
A sweeping series of executive appointments at UBS’s Asia-Pacific wealth management division will take effect on July 1, signaling a significant restructuring across key regional markets. The changes, spanning from Taiwan to Australia, involve both internal promotions and the departure of two long-standing senior leaders.
Wealth
After securing a foothold in the Dubai International Financial Centre, fund platform provider IQ-EQ has retired the Gordian Capital name. The rebranding integrates the Asian specialist entirely into the group’s international network, marking a strategic shift to consolidate its fund services and cross-border expertise under a single identity.
Wealth
Major global banking groups reported a mixed start to 2026, with wealth management divisions largely buoyed by robust market valuations and strong net inflows. While giants like JP Morgan and Bank of America saw significant growth in assets under management, other institutions faced headwinds from market volatility and shifting interest rate environments.
Wealth
Miami-based wealth manager Corient is declining to confirm reports that it has added French multi-family office LetUs Private Office to its growing portfolio. The silence follows a June 26 Citywire report alleging the transaction, marking another potential expansion into the European market for the aggressive American firm.
Wealth
Investment firms are aggressively diversifying their product lineups, with Hamilton Lane, Fortem Capital, KBC Asset Management, and Altana Wealth launching new strategies. These initiatives aim to capture demand for private equity access, managed futures efficiency, and sophisticated downside protection in an increasingly volatile global market.
Wealth
Stuart Bates, CEO of Mirabaud Wealth Management’s UK arm, plans to scale the firm’s local presence through deliberate, selective hiring rather than acquisitions. The Geneva-headquartered bank, which has operated in London since 1990, aims to add two to three relationship managers annually to preserve its collaborative, flat-structured culture.
Wealth
Léa Dunand-Chatellet will take the helm at Mirova on July 1, 2026, as the firm’s incoming chief executive officer. The appointment, confirmed by the board of directors, marks a leadership transition within the Natixis Investment Managers affiliate as it looks to advance its long-term sustainable finance objectives.
Wealth
Twelve percent of personal wealth is currently committed to private markets by UK fund managers, a figure expected to climb to 18 percent within three years. New research from Wealth Club indicates that those managing private equity, credit, real estate, and infrastructure are increasingly backing their own sector with significant capital.
Wealth
Artificial intelligence is shifting the investment landscape from pure software plays to the raw materials powering the digital revolution. Alec Cutler, portfolio manager at Orbis Investments, argues that the most compelling opportunities lie not in the tech giants themselves, but in the energy and hardware ecosystems supporting their growth.
Wealth
Three-quarters of global family offices plan to ramp up their investment risk appetite over the coming year, according to a new study from service provider Ocorian. The shift is primarily fueled by improved transparency in alternative asset classes, with private equity emerging as the top beneficiary of this capital allocation.
Wealth
Founded on the belief that personal trust outweighs transactional efficiency, Meta Octav has launched as a dual-hub advisory firm connecting Geneva and Hong Kong. Managing partners Kateryna Viy and Cécile Civiale Vuillier are positioning the boutique to serve families and entrepreneurs navigating complex, cross-border financial transitions in an increasingly volatile global climate.
Wealth
With €473 billion already under management in Asia, Paris-based asset manager Amundi is setting its sights on a new growth phase. The firm aims to secure €150 billion in net inflows across the region by 2028, betting on a rising middle class and deepening demand for retirement and diversification solutions.
Wealth
Swiss private bank Lombard Odier and Tokyo-based Alpha Japan LO am have formalized an expanded partnership to bridge their respective markets. The deal rebrands the Japanese firm—formerly Alpha Japan Asset Advisors—to reflect a closer alignment of asset management capabilities and cross-continental distribution networks for institutional clients.
Wealth
Despite persistent geopolitical friction and shifting inflation expectations, Julius Baer strategists are maintaining a bullish stance on global equities for the second half of 2026. The Swiss private bank identifies artificial intelligence as the primary engine for market growth, steering portfolios toward US tech and Asian supply chains.
Wealth
Riccardo Corzani will step into the role of branch manager at Julius Baer’s Lugano office on 1 September 2026. He assumes the position following the retirement of Ettore Bonsignore, who departs after a 40-year career in wealth management and seven years of leadership at the Swiss financial institution.
Wealth
The S&P 500 is now more concentrated than at any point since the 1990s tech bubble, with ten giants accounting for nearly 40 percent of total market capitalization. At a recent Union Bancaire Privée panel in London, experts debated whether the era of easy market beta is yielding to a hunt for alpha.
Wealth
Ninety-three percent of UK financial decision-makers now identify artificial intelligence as the primary catalyst for industry change over the next five years. According to the latest Lloyds Banking Group sentiment survey, this rapid shift in priorities is mirrored by a widespread push to integrate private market strategies into broader portfolios.
Wealth
In the United Kingdom, over half of all wealth managers are currently operating in the dark, unable to see the majority of the digital assets held by their own clients. A new survey from CoinShares highlights a structural disconnect where firm-level restrictions are forcing investors to manage crypto portfolios independently.
Wealth
While women dominate the management of day-to-day household budgets and spending, a stark gender gap emerges regarding long-term wealth. New research from St James’s Place reveals that men are significantly more likely to take the lead on critical investment and retirement planning decisions, leaving many women hesitant about their financial futures.
Wealth
While women manage the vast majority of daily household budgets and spending, they remain significantly less likely than men to direct long-term investments and retirement strategies. New research from St James’s Place suggests that professional financial advice serves as the primary catalyst for closing this persistent wealth-planning divide.
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The London-listed investment firm VEIL has tapped international finance veteran Simon Davies to take the helm as board chair, while UK-based Foster Denovo is restructuring its digital infrastructure by hiring Aytekin Can to lead a new data strategy aimed at accelerating the firm’s integration of AI.
Wealth
Investors looking beyond semiconductor giants now have a broader vehicle for artificial intelligence exposure, as Dublin-based Andova AI rolls out its specialized supply chain strategy across the UK and Europe. The move builds on the firm’s existing Quantum & Frontier Tech exchange-traded product, which debuted in London this April.
Wealth
For private banks and wealth managers, bad publicity is no longer just a reputation hazard—it is a major regulatory liability. As firms face the prospect of billion-dollar penalties, they are increasingly turning to intelligent automation to sift through global news for signs of financial crime and corruption.
Wealth
Financial advisors expect artificial intelligence to drive market growth for decades, yet they simultaneously fear that AI-enhanced DIY tools will emerge as their most formidable rival. According to a new Natixis Investment Managers survey, the industry is grappling with the dual promise of efficiency and the threat of obsolescence.
Wealth
Jason Kow, the chief executive of London-based private investment firm Queensgate Investments, has finalized a deal to acquire 100 percent of his company from AlTi Tiedemann. The transaction separates the firm from the global wealth partner, which currently manages approximately $77 billion in assets under the AlTi Global brand.
Wealth
A wave of senior leadership changes has hit the wealth management sector, with Blackfinch, Carey Olsen, and Chikara Investments securing high-profile industry veterans to drive expansion. These strategic moves across the UK, Channel Islands, and Singapore underscore a broader push for specialized expertise in distribution, law, and asset management.
