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

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

Del Vecchio’s Billionaire Heir Gets €350 Million From Indosuez

Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop

Ex-Credit Suisse Executives Settle Over Risk Failures

The settlement follows a series of lawsuits brought by shareholders in New York, who accused Credit Suisse leadership of ignoring glaring weaknesses in risk management during the years leading up to the bank’s downfall.

Indosuez Wealth Management finalises the acquisition of Banque Thaler

The acquisition, initially announced on 4 th April 2025, has received approval from the relevant regulatory authorities.

Aberdeen and Titanbay Partner to Unlock Private Markets for UK Wealth Managers

A strategic partnership to streamline operations and scale access to private markets

New Frontier Economics report reveals Guernsey’s expanding role in supporting UK growth through international private capital

Almost 90% of Guernsey-domiciled funds' managed assets are sourced from non-UK investors, supporting FDI into the UK.

Burnout, bonuses and the illusion of success

Wealth managers often assume their clients are successful business leaders, but digging deeper shows many high net worth individuals are highly problematic characters

St James’s Place shares: More to come from this FTSE 100 wealth manager?

The firm beat expectations on funds under management, driven by better than expected inflows and supportive market conditions.

Wealth and Asset Management