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

Stone Point Capital invests in UK wealth manager Amber River

Steven Scott, the founding partner of Penta Capital, described Stone Point’s investment as “a significant milestone” for the wealth manager.

Consumer Duty 2.0: what wealth managers and PE need to know

For wealth managers, platforms and retail-facing private equity (PE) products, this creates both opportunity and risk.

UBS’ DPM Platform Crosses Key Milestone

In addition, the bank also introduced «UBS My Way Digital» to receive content from the chief investment office or make portfolio changes via mobile.

SIX and Piraeus Bank unveil direct post-trade access model

Under this model, SIX assumes the role of a direct participant at Hellenic Central Securities Depository (ATHEXCSD), enabling the safekeeping of Greek equity instruments directly at the central securities depository.

Allfunds Strengthens its Data Framework Through Strategic Collaboration with MSCI

The collaboration will allow Allfunds clients to leverage MSCI’s market-leading data and analytical insights.

Schroders chief executive vows to keep Cazenove Capital

But Oldfield, who secured the top job in October 2024, said there was “absolutely no reason to think” Cazenove would be sold.

The future of private banking

For decades, the value proposition of private banking was clear: access to exclusive investment opportunities and superior portfolio management.

Fragmentation and the new World Order: investing in an era of power politics

In a world characterised by “profound transitions,” he underscored the importance of long-term thinking and reaffirmed Lombard Odier’s promise of continuity and stability.

“Wealth management in 2030: less friction, more human interaction”

Ananda Kautz, member of the management board at the Luxembourg Bankers’ Association (ABBL), will share her vision of wealth management in 2030.

Cross-Border Wealth Management and Tax Planning for US and UK Expats in Poland

Discover the hidden tax, pension, and investment risks for US and UK expats, and learn how to navigate them effectively.

Edmond de Rothschild Asset Management raises nearly €5.5 billion in 2025, marking its fifth consecutive year of positive inflows

All geographical regions contributed to this growth, particularly France, Italy and Spain.

Five Saffery Trust leaders recognised in 2026 Private Client Global Elite listings

Her inclusion reflects her outstanding work and the confidence placed in her by clients and collaborators alike.

Resilience defines success in wealth management

Years of crisis and disruption show that flexibility, trust and operational strength matter as much as performance, but many wealth managers have yet to adapt to this formula

Utmost delivers record-breaking flows, demonstrating strength of global proposition

The UK saw particularly strong year-on-year growth as clients sought stability amid ongoing tax changes.

EdRAM achieves fifth year of positive inflows

The firm reported its new AUM at €107bn, with €5.4bn down to new client money.

Arbuthnot reports FY2025 profits at top of £22m–£24m range

The Group made good progress in the fourth quarter of 2025.

Pictet Asset Services partners with Pareto Asset Management on custody and funds services mandate

This mandate further expands our footprint in the region and strengthens our positioning in the segment of UCITS funds promoted by Nordic asset managers.

Lombard Odier reports full-year results for 2025

Operating expenses remained stable

Adepa rolls out its risk management in Spain

The group led by Carlos Alberto Morales combines a specialised team with a technology infrastructure developed in Luxembourg over the past decade

Fairstone Nova MPS passes £1bn in first year

Fairstone chief executive Steven Cooper CBE said passing £1bn so quickly underlined the appeal of the proposition.

Wealth and Asset Management