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

Titan Wealth strengthens pensions offering with acquisition of Workplace Advice Group

Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.

Allfunds unveils Nextportfolio 4, a new proposition for Wealth Management powered by AI

Nextportfolio 4 builds on the modular and flexible nature of the tool, while leveraging data-driven depth analysis together with the power of AI, to offer timely and personalized insights at the click of a button

Mirabaud and AltamarCAM Partners launch an evergreen semi-liquid private equity strategy

The strategy represents a key achievement within the strategic partnership established by AltamarCAM and Mirabaud in 2021

Senior Channel Islands professionals join Citywealth International Financial Centre Awards judging panel

Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.

Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025

The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.

For the first time, EUROMONEY rewards a Swiss independent wealth manager: NOVUM CAPITAL PARTNERS

Traditionally reserved for banking institutions, this recognition highlights the high level of professionalism among independent wealth managers, particularly NOVUM.

Fairstone targets £40bn AUM as it reaches £20bn milestone

Enhancements to its DBO model are designed to dovetail with its new 5-year strategy

ROYC and BCG: Capturing Wealth Management’s $3 Trillion Private Market Opportunity

Taken together, investor demand, product innovation and regulatory change should lead to continued growth.

Union Bancaire Privée completes acquisition of SG Kleinwort Hambros, strengthening UK presence

All UBP London-based teams will move into a new office in Marylebone later this year.

Alex Friedman and Larry Hatheway close non-profit ‘action tank’

The duo, who both held senior roles at UBS and GAM, launched Jackson Hole Economics in 2020.

Rathbones Group Plc - 2025 Annual General Meeting

This year, the Board has also made arrangements to enable shareholders to attend and participate in the meeting electronically should they wish to do so.

Lombard Odier named world’s best private bank in two categories at the 2025 Euromoney Awards

The award recognises our integrated approach to succession planning, in which we ensure the next generation is fully included throughout the process.

Hoxton Wealth unveils its first office in North West England

The team will be headed up by Jonathon Jay, the company’s UK managing director

Lombard Odier wins best technology outsourcing solution at the WealthBriefing European Awards 2025

This accolade is a testament to our dedication to delivering cutting-edge solutions that address the evolving needs of our private and institutional clients, including our Business Process Outsourcing (BPO) partners.

Investing in private assets – the “giant of the real economy”

Throughout the day a number of key themes emerged, chief among them the importance of portfolio diversification as a way to build portfolio resilience.

Objectway Joins the UN Women’s Empowerment Principles to Champion Gender Equality

Through the participation in the Women’s Empowerment Principles network, Objectway is contributing to a broader movement that will shape a more equitable, inclusive, and progressive future for all.

GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies

Once customary regulatory approvals are achieved, Gramercy will become the delegate investment manager for all GAM’s EM Debt investment strategies.

Sale of domestic Brazilian business successfully completed

Julius Baer Group announces the successful closing of the sale of its domestic Brazilian wealth management operation to BTG Pactual on 28 March 2025.

Canaccord Wealth relocates in Newcastle following RBC Brewin raids

The new office in Strawberry Place signals the wealth firm’s intent to grow its North East proposition following a string of hires from RBC Brewin Dolphin.

How Gen Z is changing the face of wealth management

Gen Z is not just inheriting wealth; they are redefining investment priorities.

Wealth and Asset Management