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

UBS announces new GWM unit

Ex-Credit Suisse head set to head newly created the UBS 'Strategic Clients and Global Connectivity Unit.'

UBS Global Family Office Report 2025: all eyes on the global trade war

A global trade war ranked as the biggest investment risk for family offices in 2025, followed by major geopolitical conflict, and higher inflation.

“We are not entering an era of change, but a change of era” – interview with Marc Palahí, our Chief Nature Officer

This means our environment can no longer absorb the shocks created by our economy, and that our economy, having failed to value nature, must now bear the cost of destroying nature.

Cazenove Capital receives two key accolades at the 2025 Citywealth Magic Circle Awards

The awards are judged by a panel of experienced industry professionals – accountants, lawyers, trust companies in the sector – as well as voted for by industry professionals and peers.

Impax launches £10m buyback as it reels from SJP blow

The sustainable investment firm hopes it has turned the corner after a £10bn first half outflow following the loss of two big SJP mandates.

Julius Baer: Interim Management Statement for the first four months of 2025

In the first four months of 2025, against the backdrop of continued de-risking of the client book, the Group achieved strong high-quality net new money inflows of CHF 4.2 billion (2.5% annualised).

EFG Record net profit

Revenue margin was 97 basis points in the first four months of 2025, compared to 96 basis points for the first four months of 2024 and for the full year 2024

Close Brothers: Scheduled Trading Update

All statements in this release relate to the period from 1 February 2025 to 30 April 2025 (“the quarter”) unless otherwise stated.

Meet the insurgent economists promoting a global wealth tax

Gabriel Zucman is leading a movement for billionaires to pay at least 2 per cent of their net worth each year

Schroders Personal Wealth finds three-quarters of people don’t understand IHT

Compounded by 40% of people not having a will

Evelyn Partners aims to boost number of women receiving advice with new partnership

Only 20% said they knoOnly 20% said they know where to find a good financial adviser w where to find a good financial adviser Evelyn Partners has formed a partnership with networking group Really H

Citi's Hofmann: Family offices readying to relocate

Family offices worldwide want to be prepared to move quickly if needed, as geopolitical tensions mount, says Citi Private Bank's global family office head Hannes Hofmann.

What Kingswood’s debt deal says about future of PE and advice

Since then, Kingswood has made 19 acquisitions, funded through HSQ’s equity and debt from a major asset manager.

Objectway : The road ahead for wealth management: technological innovation and AI adoption as strategic imperatives

Innovation can’t wait and when it comes to AI, 8 out of 10 UK wealth management firms are planning to change theirs operating systems

UK private banking and wealth management

Drawing on interviews with Chief Executives and senior leaders from across the PBWM sector and data from PIMFA, UK Finance, and KPMG, the report reflects a broad industry consensus on the sector’s current growth opportunities and challenges.

Evelyn Partners launches Index MPS range into the financial adviser market

The five risk-rated portfolios combine the benefits of active asset allocation with passive funds to help cost-conscious investors navigate the markets

Financial services leaders outline four key pillars to unlock UK growth potential

A new report from PIMFA, UK Finance and KPMG UK outlines four key priorities to unlock the full growth potential of the UK private banking and wealth management sector.

Consumer Duty: Wealth managers must do more to protect vulnerable customers

Some wealth firms showed good examples of efforts taken, such as in-house training to improve identification and disclosure, and improving communications through continuous learning.

Wealth management firm to hold charity match at Stadium of Light

The company will be raising money for Grace House, a charity based in Southwick that supports disabled children, young people, and their families.

Wealth managers’ ‘go-to’ UK equity income funds

The UK still looks relatively cheap, so on a forward multiple it looks like a great place to pick up some income.

Wealth and Asset Management