People Moves
3 July 2026

HSBC Names New Head Of Trust, Fiduciary Services

The successor to the role of leading the TFS business will relocate to Hong Kong from London. ...

People Moves
3 July 2026

New CEO At Amundi’s Private Markets Arm Named

Paris-based European asset manager Amundi makes senior hire. ...

Compliance
3 July 2026

UK Regulator Proposes Shake-up Of Investment Cost Disclosure Rules

In words dear to journalists' hearts – and investors – the FCA wants to cut complex language...

New Products
3 July 2026

Canaccord Wealth Leans Into US Expat Market In UK

With an increasing number of US expats relocating to the UK, UK wealth manager Canaccord Wealth has...

Surveys
3 July 2026

Allocation To Private Markets To Grow – Wealth Club

Bristol-headquartered Wealth Club, a UK non-advised investment service for high net worth...

M and A
3 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – BlueFive Capital, Al Murjan

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

People Moves
2 July 2026

Who's Moving Where In Wealth Management? – Citi Wealth, St James’s Place

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

M and A
2 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – FactSet, TIFIN.AI

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

M and A
2 July 2026

NatWest Group Wraps Up £2.7 Billion Evelyn Partners Acquisition  

The deal is part of a consolidation process taking place in the UK wealth management and banking...

Compliance
2 July 2026

Compliance Corner: Swiss Bankers Association, SIX

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