On 30 October 2026 Nour Private Wealth completed its purchase of Mirabaud Canada, the Canadian wealth business of the Geneva private bank. No price or asset figure was disclosed, and custody stays with Fidelity Clearing Canada.
On 3 November 2026 Californians voted on Proposition 40, a one-off 5% tax on the net worth of about 200 billionaires. Early counts showed it well behind, while Proposition 42, which would bar taxes on financial assets, was ahead. No result had been called.
On 26 October 2026 a Spokane County judge set aside Harlan Douglass's 2019 will for undue influence and found two of his children had financially exploited him, which under Washington law bars them from inheriting. An appeal is expected.
The Private Department of Sheikh Mohammed bin Khalid Al Nahyan has launched an ADGM fund targeting a $1.2bn initial close, built on its $1.13bn July commitment to EIG's MidOcean Energy.
IRN Legal Reports' 2026 market study puts UK wills, probate and trusts work at £3.2bn, up 6%, while 12% of law firms have left the wills market since 2022. Firms handling contested estates grew by more than 20%.
A letter dated 20 October offers to buy all or a controlling 62.5% of Delfin at a reported 30% discount to net asset value. Any deal needs all eight heirs, and one has already said no. What the bid shows about a holding company split into equal shares.
HMRC's response to the summer consultation on US LLCs and other reverse hybrids, published with the Budget on 28 October 2026, replaces the transparency model with an elective credit for foreign tax paid on the entity's profits. Claims open in early 2028.
Two trust measures published by HMRC with the UK Budget on 28 October 2026 took effect the same day. One puts trustee liabilities on a statutory footing for inheritance tax and closes a route for interest in possession trusts. The other lets a trust follow a trustee to the UK for up to a year without a capital gains exit charge.
On 21 October 2026 Bloomberg reported that the auction of W1M, the London wealth manager formed from Waverton and London & Capital, had moved to a second round, with Bridgepoint, Bain Capital and Aquiline among the interested private equity firms.
In a trading update on 22 October 2026, Arbuthnot Banking Group said full-year pre-tax profit will beat prior expectations. Funds under management and administration reached £3.1 billion and the wealth business moved into profit for the quarter.
Alongside the Journal we keep a verified index of the lawyers, bankers, trustees and advisers who serve family offices, compiled from credible independent rankings. We show where those sources agree. Listings are never for sale.
Once a week: what moved across family offices and private wealth, and what it means. With the week's Journal pieces, original contributions and the best long reads and podcasts we have found elsewhere. One email, no filler.
Submit your profile for our editorial team to review against public rankings and regulatory records. There is no fee, and the listing is never for sale.
