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

Julius Baer in Italy: Empowering entrepreneurs

In this interview, he shares what drove him to take on this challenge and why he believes Swiss banking offers the ideal blend of expertise to deliver value to Italian entrepreneurs.

EFG Bank files commercial fraud case against Mirabaud

The case has been filed in the UK against the Swiss bank and two of its managing partners.

CaixaBank re-elected Best Digital Private Bank in Europe by PWM (Financial Times Group)

This award is added to the “Best Private Bank in Europe for Digital Marketing and Communication 2025”, which the financial institution has won for the fourth consecutive year.

Dublin-based investment advisory firm GillenMarkets acquired by leading wealth management company

As well as offering wealth management services, it publishes a monthly newsletter with impartial research and analysis that allows people to make informed investment decisions.

Traditional German company faces partial sale

M.M. Warburg plans to divest its capital markets business and focus on its two other divisions, private banking and corporate banking, in the future.

TrinityBridge: A wealth of energy and ideas clients can count on

Venerable wealth management firm is ambitious for growth in Scotland

Boreal on Growth Path

Over a two-year period, assets under management, client numbers, and headcount have increased significantly.

One Bank: The strength of teamwork

The event brought together 250 people from different – in some cases distant – parts of the group.

Quilter Cheviot Europe buys Dublin advisory firm GillenMarkets

The acquisition will see the Irish firm's founder, five investment advisers, and their support team integrate into QCE.

Schroders sponsored report by Impact Investing Institute identifies long-term investment opportunities for wealth managers in impact space

The new report delivers key insights into the demand drivers for impact investing and how this area of investment can provide value to both clients and wealth managers.

Leonteq announces changes to its organisation

Leonteq will resize its Executive Committee from 7 to 5 members with immediate effect.

Evelyn Partners trading update for the three months ended 31 March 2025

At the end of Q1 the Group successfully completed the sale of its professional services business as it strategically refocuses solely on wealth management.

Retirement Planning drives demand for bespoke investment services

Around 93% of advisers questioned say that it is driving increased interest in bespoke investment services.

BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland

The new unit, based in Madrid, has 5 professionals dedicated to international clients

Ticino wealth managers join forces

The Agenda Invest team have joined Vector Wealth Management.

Joint Statement from GAM Investments and Fermat Capital Management regarding GAM FCM Cat Bond Fund (BVI)

The BVI Fund will undergo an orderly and managed transition to Fermat.

Quilter Cheviot Europe acquires Irish investment advisory firm, GillenMarkets

This new acquisition will help expand QCE’s presence in Ireland and continue to evolve its integrated investment management

£36m Downing fund transfers to Tyndall

Co-managers Mike Clements and Pras Jeyanandhan join Tyndall IM

Waystone To Acquire Leading Luxembourg ManCo, BIL Manage Invest

BIL Manage Invest has built a strong reputation for its expertise and client-centric approach in the fund industry.

Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice

And the study proves that digital investment is not limited to the younger demographics, with 68% of those over 50 globally holding digital investments.

Wealth and Asset Management