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

Liontrust reports £1.1bn outflows but assets remain steady

Liontrust said 73% of its funds were in the first or second quartile of their sectors since inception as of 30 June.

Evelyn Partners becomes Official Wealth Management Partner of Manchester City Women

As the Club’s Official Wealth Management Partner, Evelyn Partners will work alongside City to support and empower players through every stage of their financial journey.

Deutsche Bank consolidates wealth services for enhanced client focus

A new “Wealth Planning Germany division” will also be launched within wealth management, headed by Lisa-Marie Wohrle.

Navigate Capital Management merges with Partners Wealth Management

NCM is a well-established financial planning and independent advice firm based in Surrey.

Edmond de Rothschild Asset Management ranked among the Top 200 Asset Managers in Europe by Funds Europe

The ranking, based on independent research by Funds Europe and public available data, offers a clear view of global industry dynamics.

Quilter Cheviot renames sustainable funds under new FCA labelling rules

From 8 September 2025, the two multi-asset funds — Balanced and Growth — will be renamed Quilter Cheviot Sustainable Opportunities.

Impax outflows narrow to £1.3bn

After two bruising quarters following the loss of two big SJP mandates there are signs of improvement for the sustainable asset manager.

JTC strengthens partnership with TISE

JTC has maintained a strong working relationship with TISE for many years.

Update in relation to Close Brothers Premium Finance business

Focusing on commercial lines will enable us to invest in growth and strengthen our position in the market, while streamlining operations and reducing complexity.

French group acquires Kaleido Private Bank

This acquisition increases the group's assets under management to approximately €10bn.

Nutmeg losses hit £40m in 2024 despite £2bn asset boost

Robo-adviser's owner JP Morgan backs company with £100m injection and new portfolio launches.

Chase de Vere’s profits up £32m as firm eyes further acquisitions

Pre-tax profits mark a 24.2% increase from £25.7m in 2023.

Guernsey Finance celebrates quartet of prestigious industry awards

For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.

Derbyshire and Ryley Wealth Management extend partnership

As well as extending the naming rights deal, Ryley Wealth Management also continue to sponsor Derbyshire all-rounder

Switzerland’s proposed inheritance tax could undermine wealth hub status

Switzerland’s far-left Young Socialists party has secured a referendum, scheduled for November, to target the ultra-wealthy via the introduction of a federal tax on inheritances and gifts worth more than CHF50m writes Heike van den Hoevel

UBS Asset Management launches first active ETF

The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.

Zurich independent asset manager crosses the Limmat

Dara Capital relocates 11 minutes across the Limmat.

Shake-up of financial advice rules could trigger more wealth deals

If clients can accept more impersonal support, the FCA’s plans will transform the market

Banque Internationale à Luxembourg opens private banking branch in Paris

The Paris branch will serve private clients including wealthy families, entrepreneurs and family offices domiciled in France.

Charles Stanley changes registered name to Raymond James WM

The Charles Stanley legal entity has taken on its parent's name, which Raymond James describes as a major milestone in the integration of the two businesses.

Wealth and Asset Management