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

Utmost Wealth Solutions: HY 2025 Trading Update

Utmost Wealth Solutions records £5.3bn in gross inflows, grows AUA to £107.1bn and extends its market leading position in HY 2025

Tatton, Inflexion and Hogarth back new consolidator with £115m

The new advice consolidator has already completed its first acquisition – Absolute Financial Management, based in Kent

UBS Slips After Shareholder Sells $621 Million Stake

The price was a 1.4% discount to the bank’s closing price of 31.91 Swiss francs on Monday.

BlackRock and Vanguard lead US ‘super league’ dominating Europe

Regional expansion by group of US-based asset managers far outstrips local sector’s growth

HSBC Adds UK Office Space in Canary Wharf

According to a separate memo, the British lender said that it will move staff into the new office from early 2027

Revenues and profits grow at private equity-backed wealth management group

The company provides advice and services to the mass affluent and high-net-worth private client market in the UK, as well as to a number of companies.

Rathbones James Kyle: A copy of WM 2017 magazine sits in my drawer

Citywire Wealth Manager headed to Newcastle and heard how an old issue of our magazine is providing inspiration for new Rathbones regional director James Kyle.

Banque Havilland Monaco rebrands as Moncrief Private Bank after acquisition

The deal, approved by regulators in Monaco and France, brings new leadership but promises no disruption to client services.

Julius Baer: Sustainable Finance, Net Zero & Clean Energy

Beyond its role in managing hundreds of billions in assets, Julius Baer has also set an ambitious climate agenda, anchored in sustainability, energy transition and net zero goals.

Evelyn Partners' Index MPS Range Celebrates Three-Year Anniversary with Strong Performance

The five risk-rated portfolios, available to clients of financial advisers in addition to direct clients of the wealth manager, combine the benefits of active asset allocation with index-tracking funds to help cost-conscious investors navigate the markets

Family office deal-making slides with some bright spots in Europe

Rattled by tariff uncertainty, some family offices have been investing more overseas, especially in European startups.

Generali Group Consolidated Results as at 30 June 2025

We will build on this momentum, pursuing excellence in being a Lifetime Partner to our customers

GAM Holding AG announces first half 2025 results

GAM reported an IFRS net loss after tax of CHF 40.7 million, which includes CHF 6.3m of reorganisation and other charges, and an underlying loss before tax of CHF 34.1 million.

Objectway accelerates its growth path through an investment from Cinven in partnership with its founder Luigi Marciano and the existing management team

The majority investment marks the start of a new phase of growth for Objectway, leveraging its resilient and scalable business model, its end-to-end solution-as-a-service platform, and long-term partnerships with a blue-chip customer base.

How targeted support could be a new dawn for pension and wealth management

Alltrust’s James Floyd looks at how targeted support could reshape access to financial guidance

Progeny Group announces its results for the financial year ended 31 December 202

The Group satisfies both its Board and regulatory capital and liquidity requirements.

FNZ Group losses rise to $688m as new PE management changes tack

The platform tech giant put the losses down to the increasing costs of IT change projects and migrations.

Swiss equities in focus

They discuss how Q1 saw large inflows into the market

Quilter reports adjusted profit of £100 million and H1 2025 core net inflows of £4.5 billion representing 8% of opening AuMA (annualised)

Adjusted profit before tax of £100 million (H1 2024: £97 million) represents the Group’s IFRS profit, adjusted for items that management consider to be outside of normal operations or one-off in nature.

Bellevue strengthens sales team in Germany

She will begin her new role on August 1, 2025, and will assume responsibility for sales in Northern Germany.

Wealth and Asset Management