All articles by Satarupa Bhowmik
Satarupa Bhowmik
Lumin Wealth buys London-based Gresham Financial Strategies
The acquisition adds over £140m ($189.7m) in assets under management (AuM) to Lumin’s books.
Middle East tensions spark £2.2bn outflows at Schroders in Q1 2026
Group assets under management fell to £814.4bn at the end of March, down from £823.7bn at year-end 2025.
Creative Planning buys Seattle RIA Duncan & Haley
The acquisition of Duncan & Haley adds $660m in assets to Creative Planning’s books.
Mercer Advisors sets up women-focused wealth practice
The new practice will concentrate on areas such as longevity planning, career transitions, and business ownership.
J. Safra Sarasin concludes majority stake purchase in Saxo Bank
The transaction involves J. Safra Sarasin acquiring about 71% of Saxo Bank shares.
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Stone Point Capital invests in UK wealth manager Amber River
Completion of the deal is expected in summer 2026, contingent on regulatory clearance.
Julius Baer profit slumps in 2025 over credit losses
Assets under management rose 5% to SFr521bn, supported by SFr 14.4bn in net new money.
Deutsche Bank profit soars on gains across all businesses
The Private Bank division posted 2025 net revenues of €9.7bn, up 3% year on year.
Syz Bank appoints new CEO
Philippe Turrian will take over as sole head of wealth management, having previously shared responsibility for the division.
Azimut to take majority stake in Brazilian wealth manager Unifinance
Azimut described Unifinance as having a “strong” position in wealth management for the ultra-high-net-worth (UHNW) category.