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

Gresham House to acquire SUSI Partners

Creating a top-ten European energy transition platform

Texas-based investor takes stake in James Hambro & Partners

This represents a hugely exciting opportunity for our clients and all of us here at JH&P.

Oberon to acquire WH Ireland’s Wealth Business

Proposed Acquisition of WH Ireland’s Wealth Management Business

Saxo Bank launches PartnerConnect for wealth management professionals in France

Independent asset managers and financial advisors can now manage client portfolios in one comprehensive system.

RBC sees attractive UK wealth management outlook; budget risks limited

The upcoming Budget is expected to create only a minor headwind for net flows in the fourth quarter.

Near-zero savings? Start building wealth with Warren Buffett’s golden method

Throughout this journey, he’s been quite a vocal teacher, offering powerful advice over the years to guide the next generation of investors.

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.

Wealth and Asset Management