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

Third Quarter FUMA Update

Brooks Macdonald Group plc has announced flows and funds under management and advice ("FUMA") for the three months ended 31 March 2025 ("quarter" or "Q3").

Five Arrows announces final close for sixth secondaries fund at €2 billion, materially surpassing its target

This fundraise highlights the attractiveness of FASO’s distinct positioning in the GP-led secondaries market, and the growing appetite for these types of investments among investors.

Benchmark buys remaining minority stake in £4bn Oculus network

The firm has partnered with Benchmark since 2015, using its integrated platform, practice management and client portal technology solutions to grow its business.

UK’s Richest Trader Adds Billions to Wealth on XTX Results

He’s now the world’s 164th-richest person, and the third-wealthiest in the UK.

Business Awards UK 2025 Wealth Management Awards Winners and Finalists Revealed

Business Awards UK congratulates all winners and finalists for their remarkable accomplishments and their ongoing commitment to delivering exceptional value to clients across the wealth management landscape.

Quilter Cheviot and Quilter WealthSelect Managed Portfolio Services now available on AJ Bell’s Platform

By making these services available on AJ Bell’s platform, Quilter aims to enhance the accessibility of its managed portfolio services to more advisers and clients.

Pantheon expands international private wealth offerings with evergreen private credit secondary fund

The Fund will invest in direct lending strategies and opportunistic credit strategies, aiming to deliver a compelling combination of yield and compounding.

Europe’s billionaires—who pay their family office CEOs $370,000 a year—are worried they can’t find the talent to manage their fortunes

The biggest obstacle, however, is finding suitable people to manage their fortunes.

Schroders appointed by Scottish Friendly to run £2.1 billion multi-asset and insurance mandate

The mandate reinforces Schroders’ position as an insurance asset management leader and expert in delivering actively managed and tailored investment solutions.

Tatton net flows increase by £3.7bn as board chair retires

This increase to £1.855 bn in H2, an average of £309m per month.

TrinityBridge announces opening of new Guildford Office

This new office underscores TrinityBridge’s ongoing commitment to expanding its regional presence and growing its client base

Asset Management Pioneer Poised for Its Next Growth Leap

In this context, an asset manager with more than 20 years of experience is well-positioned to play a pioneering role.

Benchmark completes takeover of advice network Oculus Wealth Management

The Schroders-owned firm has controlled £4bn network Oculus since December 2022.

Julius Baer Guernsey wins big seven years in a row

This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.

AAB Wealth enters London market with Magus Wealth deal

The deal, subject to regulatory approval, marks AAB Wealth’s first acquisition in the capital and reflects a strategic focus on expanding its presence in London and the South-east.

Maerki Baumann Grows Profit and Assets Across the Board

In the past financial year, Maerki Baumann recorded a rise in profit and saw assets under management grow by almost a quarter.

SJP CIO says Polaris showing 'resilience' as funds face toughest test

Volatile stock markets sparked by US president Donald Trump's tariffs have presented the £60bn fund range with its biggest test since its November 2022 launch.

WealthBriefing award for RBC Wealth Management Jersey team

The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.

UBS Charts Bold Course: Balancing Leadership, Regulation and Rewards

Chairman Colm Kelleher defended the bank’s pay structure in his remarks.

France’s Amundi launches four US-focused ETFs for Hong Kong’s MPF

Amundi says they are designed to meet demand for diversified investment tools from MPF providers and asset managers.

Wealth and Asset Management