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

Rathbones warns pension tax fears driving premature withdrawals

A Rathbones survey of investors found that accessing the lump sum topped the list of regrets in the run-up to last year’s Autumn Budget when similar rumours circulated.

JPMorgan to launch DIY platform in UK retail investment push

It will be available directly and via the Chase UK app, offering managed investments, pensions and ISAs.

Profits surge at wealth management group in year it was taken private by PE firm

This was supported by an increase in revenues from £123.1m to £134.1m.

IHT changes fuels increase in intergenerational wealth discussion

Flagstone’s latest research revealed 56% have witnessed a rise in clients wishing to talk about the subject.

Leadership and growth: UBP's drivers in the EAM market

SPHERE spoke with key managers from the team to understand how the Bank is responding to the evolving needs of EAMs while consolidating its position as a market leader.

Rothschild & Co named Outstanding Global Restructuring Investment Bank

These recognitions demonstrate our outstanding advisory performance and innovative approach, highlighting the strength of our Restructuring Advisory platform.

Edmond de Rothschild Asset Management makes a strategic move into the Quant space

The new product range will complement Edmond de Rothschild AM’s traditional active management product range with an additional risk/return mechanism.

Quilter’s WealthSelect takes equity profits and tops up fixed income in latest rebalance

Aegon Global Sustainable Government Bond fund added to Responsible Active and Sustainable Active portfolios

Apex Group launches AI-Driven WealthTech platform to expand retail access to private markets

The platform helps firms’ future-proof their strategies amid the expanding private markets and digital asset landscape, while ensuring compliance with a rapidly evolving regulatory environment.

Close Brothers swings to £122 mln loss on motor finance provisions, business exits

The Banking division reported a 7% decline in adjusted operating profit to £198.3 million.

Rathbones reaffirms commitment to responsible investment, renewing membership of Stewardship Code

The accreditation reaffirms the Group’s commitment to responsible investment, transparent and effective stewardship and sustainable long-term value for clients and wider society.

How HSBC’s Wealth Intelligence Intends to Enhance Client Experience

Joe Pickard hears from HSBC head of wealth and premier solutions Lavanya Chari about HSBC's Wealth Intelligence platform.

Deutsche Bank Partners with The Standard’s 2025 ‘Dispossessed Fund’ to Empower Youth Employment and Entrepreneurship

This collaboration aligns seamlessly with the bank’s Corporate Social Responsibility Education strategy, emphasising the development of professional and personal competencies through targeted initiatives.

Greece publishes wealth declarations of more than 1,000 officials

The data will remain available online for three years.

How Partners Group landed unique Deutsche Bank partnership

Marco Zamberletti, who heads the private bank’s global advisory solution unit, says GPs are often overly US-centric, and need a different approach for Europe.

Building wealth one pot at a time

Some people have a very clear picture of what they want to achieve with their wealth and how they're going achieve it.

Budget looms large for high net worth individuals as tax fears ensure economic confidence remains subdued

The Saltus Wealth Index Report - now in its eighth edition and produced in partnership with Dr Michael Peacey of the University of Bristol - is the benchmark measure of HNWI sentiment in the UK, taking the pulse of 2,000 people with investible assets of &

Wealth and Asset Management