- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

The Great Wealth Transfer: Europe’s €3.5 trillion shift

To unpack the deeper implications, we spoke with ING chief economist, Marieke Blom, and global head of Private Banking, Wealth Management & Investments, Anneka Treon.

Employees at UBS Global Wealth Management Complete JET Jaunt

Throughout the three-day trip and while racing to the final destination, they completed location-based challenges designed to test creativity, teamwork and endurance.

Irwin Mitchell Private Client Team Recommended In Spear's Guide To The Best High Net Worth Lawyers

Several Individuals Named In Two New Guides To The Best Tax and Best Contentious Trust Lawyers In The UK

Objectway at the BEI Workshop on Data and Hyperautomation – Turning technological innovation into practical and sustainable strategies

Product Director and Investment Compliance expert at Objectway

Schroders renews long-term commercial partnership with Lloyds Banking Group

Schroders Personal Wealth (SPW), the wealth management and advice business, has become a wholly owned subsidiary of Lloyds Banking Group.

BCGE share split

The stock split will take place on October 15, 2025, upon the opening of the Swiss Stock Exchange.

Quilter Financial Planning welcomes eight new appointed representative firms to its advice network

It’s fantastic to welcome these eight firms

Bordier & Cie Strengthens Its Presence in the Lake Geneva Region

The new branch is headed by Cyril Saulnier, supported by Daniel Moret—a seasoned duo with over three decades of experience in wealth management.

Benchmark partners with amicable to support advisers with wealth transfer conversations

The partnership focuses on communication frameworks for emotionally charged conversations

Pictet merges away CHF 600m funds to create ‘Longevity’ strat

The Swiss asset manager is folding its Human and Health funds into one strategy, reflecting the ‘connection between medical innovation and workforce sustainability.’

SJP expands Polaris range with four multi-index funds

Polaris Multi-Index will invest solely in index trackers

WH Ireland wealth sale faces collapse amid investor fury

Investors including the prominent entrepreneur Hugh Osmond have moved to block the £1m sale of WH Ireland’s wealth arm to Oberon Investments ahead of an EGM on Thursday, Sky News learns.

RBC emerges as frontrunner to buy Evelyn

It is understood the Brewin Dolphin parent is the only firm to show real interest in acquiring Evelyn, with a bid battle yet to materialise.

H.I.G. Capital Selects SEI for Fund Administration and Depositary Services

Global Strategic Partnership to Enable Operational Efficiency, Reduce Replication

EFG International announces closing of acquisition of Cité Gestion

EFG International AG is today announcing the completion of the acquisition of 100% of the Swiss private bank Cité Gestion, as initially communicated on 19 February 2025.

UBP House View - October 2025

Returns in fixed income show investment grade, high yield and AT1s running ahead of the carry offered at the start of the year.

Supporting the Transformation of Private Asset Management

BNP Paribas’ Securities Services business supports asset managers in optimizing their operating models.

Swiss Finance & Property Group Modernizes Investment Operations with Broadridge’s Front-to-Back Platform

The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe

Could Lloyds buy Quilter? Bank sees logic in a wealth play

UK banks, including Lloyds, are still underrepresented in wealth management compared with European peers.

Liontrust progress ‘slower than hoped’ as Q3 outflows hit £1.2bn

Redemptions from Special Situations are still causing the firm a headache, and sales to international investors have yet to come to fruition.

Wealth and Asset Management