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

Portfolio management load cuts growth of IFAs by up to 20% firms say

This enables financial advisers to offer their clients enhanced, actively managed solutions led by an award-winning investment team.

The rise of the family office

The rise of family offices as fund clients is also reflected in the broader growth of private funds domiciled in the Cayman Islands, which increased by over 36% from 2020 to 2025.

SIX and FIDA Join Forces to Provide a Comprehensive Portfolio Management and Analysis Terminal

The goal of this alliance is to provide the French market, initially, with a complete terminal offering all the necessary data on funds and savings products marketed in France.

Pillar 2 buybacks: maximising your tax deduction in Switzerland

Pension assets are not subject to either income tax or wealth tax.

Rethink Perspectives: slowdown, uncertainty, resilience – decoding the new economic reality

Global growth has not been derailed, he explained, but it has left the highway. Investors must now adapt to a steeper route, marked by geopolitical twists and turns and reduced visibility for businesses.

UBS joins forces with Supertri and loca charities to drive inclusion and community spirit in Jersey

UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.

UBS warns impacted former staff three months after data leak

The Swiss group sent a letter to several former employees informing them that there had been a cybersecurity breach affecting their data.

Finary gets serious: Paris FinTech lands €25 million for AI-powered wealth tools and expand across Europe

With the new capital, Finary plans to deepen its offering through Finary One, its private-wealth service, and launch AI-driven wealth management tools tailored to the evolving financial habits of Europeans.

Global Wealth Reset: How Wealth Managers Are Racing to Keep Up

Professionals are catching up: over half now see crypto as key for client engagement, even as concerns about trust in exchanges persist.

Capital Group: Women Are Underinvesting Their Inheritances

However, 40 percent of women wish they had invested more of their inheritance, compared to 30 percent of men.

FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement

The new agreement will see FNZ continue to provide the core technology that supports AJ Bell’s dual-channel platform, one of the fastest growing businesses in the UK platform market.

Morningstar Wealth partners with Mabel Insights to improve MPS support

The firms said the collaboration will provide financial advisers with deeper insights

Raiffeisen Switzerland extends the current strategy period until the end of 2026

The adoption of the new Group strategy will be postponed until the end of 2026.

DUAL announces new high-net-worth partnership in Ireland

The partnership demonstrates a shared commitment to raising the bar in terms of service, innovation, and tailored cover for Ireland's HNW individuals and families.

Investment group pumps £4m into Oakglen Wealth

The investment will support the boutique's growth strategy and profit goal after it recorded a £3.3m annual loss in its first full year of trading.

Five Arrows announces final closing of Five Arrows Debt Partners IV at €2.4 billion

The Fund and its associated vehicles successfully secured total commitments of €2.4 billion – comfortably ahead of its €2.0 billion target and more than 70% larger than its €1.4 billion predecessor fund.

Flexible liquidity that could support your long-term growth plans

Balancing liquidity needs with a long-term wealth strategy could give you the flexibility you need for all your ambitions.

CaixaBank boosts the mobilization of sustainable finance and reaches €20.99 billion in the first half of the year

The bulk of the sustainable mobilization achieved up to June, specifically 78%; corresponds to financing

EFG’s ‘Renaissance banker’ prepares for cultural transition

With geopolitical shifts, regulatory pressures and a historic transfer of wealth underway, EFG International is betting on trust, talent and targeted growth, says CEO Giorgio Pradelli

AI helps ME wealth market catch up with the UK

Notably, 55 percent of clients in the region reported increasing their meetings with advisers in response to marketvolatility, substantially higher than the global average.

Wealth and Asset Management