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

Lombard Odier Gives Swiss Private Banking a New Face

From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.

Taxation of trusts is ‘complex’ says wealth management expert

Housing Secretary Angela Rayner has faced mounting pressure after it emerged she failed to pay enough stamp duty on a flat she bought in Hove this year.

Oberon Investments eyes acquisition of UK Wealth Management division

The London-based investment management, wealth planning and corporate broking group said it has raised around £1.6 million through the issue of 39.5 million shares at 4.0 pence each.

Lombard Odier’s UK CEO describes ambitions to “meaningfully grow”

Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.

Lombard Odier inaugurates landmark new headquarters in Geneva

As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.

Clifton Wealth adds £146m with pair of acquisitions

The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.

Evelyn Partners to kick off sale process next month

Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant

Brown Shipley cuts costs with ‘planned decrease in staff numbers’

More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.

Quilter adds ZEDRA as professional trustee service provider

For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.

Skybound Wealth launches lifestyle and cashflow modelling tool

Functionality allows clients to visualise their financial future through an interactive roadmap.

Partners Group reports H1 results: management fees in line with AuM growth and increased performance fee guidance for full year

Management fees amounted to CHF 854 million, up 5% year-on-year

Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability

New speculation around the Autumn Budget has set in train a fresh wave of questions from those tackling estate planning.  

Helvetia Half-year financial statements

Here you will find all relevant information about the half-year financial statements.

M&G plc Half Year 2025 Results

Strong net flows from open business of £2.1 billion

ITN Pension Scheme appoints Van Lanschot Kempen as its fiduciary manager

This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.

Putting cash to work as summer ends…and rates fall

Putting cash to work will be many investors’ first post-summer priority to preserve and grow wealth.

Rothschild & Co significantly expands its Wealth Management presence in Dubai

The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business, with a potential of around CHF 1 billion in assets.

7iM Unveils Powerful New Digital Reporting Feature for Advisers

Looking further ahead, 7IM plans to replace its client portal and 7IMagine app with the same experience – eliminating multiple logins and delivering a single, unified view for advisers and clients.

Corient Announces Global Expansion Through Addition of Stonehage Fleming and Stanhope Capital Group

Corient to become the world’s largest non-bank wealth manager and world’s largest multi-family office focused on ultra-high and high-net-worth clients

SMA, the integrated model that combines advanced consulting and management

This is a model that can represent a strategic response to the growth of passive management

Wealth and Asset Management