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

France’s Elite Are Moving to Protect Wealth Before 2027 Election

Macron has actively courted the wealthy to invest and create jobs in the country since coming to power in 2017.

Partners Group seals distribution deal with Italian bank Sella

Clients of the €1.8bn bank will be able to access the PE-focused evergreen fund with a minimum investment of €10,000.

SJP gears up for wealth push as DFM losses narrow

After pumping millions into its Rowan Dartington wealth arm over the last decade, the business is finally close to breaking even.

Imperium colleagues recognised in prestigious industry awards

These awards celebrate outstanding professionals under 40 in the private wealth industry across the UK and Crown Dependencies.

JTC Strengthens Partnership with TISE Through Comprehensive Scheme of Arrangement Services

As Registrar of TISE, JTC Registrars Limited has consistently provided the full suite of registrar services, including the provision of CREST services.

Back-to-back win for Saffery Trust in eprivateclient Excellence Awards

The firm received a Highly Commended recognition in its first year of entry, followed by three successive wins, including back-to-back success in the most recent years

Former UK Cabinet Minister to Headline Private Wealth Conference

He will be joined by a number of expert speakers at the half-day London event to be held at the Brewery on Tuesday 23 September.

Utmost Wealth Solutions Reports Major Growth Milestones in 2024

Utmost also posted solid financial results, reporting £6.8 billion in gross flows and £190 million in operating profit, while maintaining a 91% client retention rate—underscoring the continued relevance of its offering to intermediaries

New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement

Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas

AFH Wealth Management nets £250M debt refinancing from Ares

Sources said that the AFH has nearly doubled its EBITDA since the take-private, and the repricing highlights strong support from Ares as the business continues to expand.

Sarah-Louise Mason shortlisted in Citywealth's Future Leaders Awards 2025

In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.

Ninety One to complete transfer of Sanlam Investments’ active asset management business

Ninety One UK will be the primary active asset manager for a specified portion of SI UK’s assets under management (AUM).

Investors turn to active management amid heightened geopolitical volatility: Schroders Global Investor Insights Survey

These findings follow significant market volatility earlier this year, largely triggered by the US Government’s decision to introduce wide-ranging trade tariffs.

Lombard Odier: Family Offices Slash Return Expectations

A report by Lombard Odier explores their investment outlook in an increasingly uncertain macro environment.

Nine Wealth Management achieves CISI Chartered Firm™ status

CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.

Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum

The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.

Asset Managers Seek Recipe for Further Growth

The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.

Welsh SJP partner firm gains Chartered Firm status

The firm has three Financial Planners as well as a managing partner, and four back-office staff.

Banco Sabadell consolidates its private banking model and obtains turnover of more than 66 billion euros

Customer satisfaction levels are at an all-time high thanks to the close support offered and confidence instilled by the bankers

Liontrust enhances trading operations through strategic collaboration with BNY

Liontrust’s UK-based traders to join BNY’s Buy-Side Trading Solutions team

Wealth and Asset Management