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

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.

Fairstone expands in East Anglia with latest acquisition

Based in Dersingham near King’s Lynn, Allen Tomas & Co currently advises more than 260 clients and manages £120m worth of client assets.

BNP Paribas completes the acquisition of HSBC private banking activities in Germany

This acquisition marks a major milestone in the development and growth journey of BNP Paribas Wealth Management in Europe.

How Pictet Claimed the Crown in Thematic Investing

Construction cranes rise over the compound, where Pictet is adding several new stories to its main building.

Hawksford maintains European expansion with United Group acquisitions in Luxembourg and Malta

The latest acquisitions represent another key step in strengthening Hawksford’s European footprint, expanding its proposition in Luxembourg, while also adding a new operation in Malta.

The importance of culture

These are the kinds of companies that we believe are more likely to perform well over the long term.

Over half of wealth management executives view AI as key to scalability of their business

This global survey provided a detailed perspective on how wealth managers expect artificial intelligence to reshape both investment operations and client services in the coming years.

Apex Group partners with Slice Sports to redefine institutional sports investing

Slice combines operator experience with disciplined investment rigor to unlock unique opportunities across the global sports landscape.

Wealth and Asset Management