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

"Next Gen Wealth Advisor" Decisive Capital Management bankrupt, enters liquidation

The company notably lacked a FINMA asset management license, operating without formal regulatory oversight.

Cosmofunding takes off – Vontobel’s platform sets course for Europe

The company is now taking off – with expansion plans beyond the DACH region.

Where Ninety One's top UK Special Situations fund is finding value

The top performing fund is riding the wave of a significant shift in sentiment shift towards the UK.

The Rise of Single Family Offices in Central and Eastern Europe

SFOs offer a centralized structure to manage everything from capital allocation and tax strategy to philanthropy and generational wealth transfer.

Financial planning and wealth management firm expands with its third acquisition

Following the deal, O'Connor is continuing to work closely with Suttons and will be the main point of contact for his clients.

Rothschild & Co wins Best Debt Advisory Firm for Companies

The recognition reflects the strength and consistency of our global Debt Advisory platform, which continues to deliver leading independent advice across a wide range of financing situations.

Praxis earns back-to-back STEP Private Client Awards nomination

This year’s awards attracted a high number of entries, with 337 submissions across 25 countries.

How European family offices are reallocating capital towards the UAE

The UAE imposes no personal income tax, capital gains tax, or inheritance tax

UK pension landscape post October 2024 Budget: options for private clients

One of the overriding negatives of accessing pension capital is that over and above the PCLS, Income Tax is incurred on withdrawals.

Quilter strengthens responsible investment team with key appointments and promotions

Following a successful interim tenure, Ido Eisenberg has been confirmed as head of responsible investment of the affluent division.

Investec W&I pieces falling into place for Rathbones, says BofA

The investment bank initiated coverage on Rathbones with a bullish note that has seen shares rise more than 5% today.

Affinity Private Wealth Sells Investment Business to Capital International, Focusing on Growth in Private Wealth

This sale will allow Affinity Private Wealth to focus solely on its core strengths in delivering bespoke private client, trust and fiduciary services.

Zwei Wealth Gains Cantonal Bank for Wealth Office Platform

Additional banking partners will follow so that we can also meet the needs of a broad client base in this area.

Wealth with aim: Purpose, Philanthropy, and Lasting Impact

How UBS is helping clients turn wealth into meaningful social impact through strategic philanthropy, values-led investing, and a global foundation driving measurable change.

A Swiss Private Bank Fights Its Way Back

That is his true passion – a fact that becomes apparent time and again when one encounters him in the art world.

Evelyn Partners launches new partnership with Women in Football to deliver financial education boost for females in the sport

Wealth manager’s new Financial Empowerment Programme for women working in the football industry feeds into firm’s wider goal to close the female wealth advice gap

Wealth and Asset Management