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

Julius Baer fined over lapses in AML controls

FINMA’s decision focused on the bank's inability to detect or act on suspicious transactions from 2009 to 2019.

Results of the Annual General Meeting of GAM Holding AG

The compensation report for 2024 was approved in a non-binding consultative vote.

ZWEI Wealth opens Wealth Office Hub in Geneva and drives expansion in French-speaking Switzerland

The hub represents a significant strategic step in the nationwide expansion of its successful Wealth Office business model.

The Board of Directors approves the planned merger of Caser, Helvetia Seguros and Helvetia Holding Suizo

This decision represents a further step in the merger process.

From dancing to banking: The value of diverse skills

Dancing is a tough profession in which you can never rest on your laurels

Sustainable Wealth Management Is Aligning Investors’ Values with Their Wealth

As such, wealth managers across the world are only too happy to continue integrating ESG considerations into their investment products and services.

UK ‘golden visa’ plans too little, too late, say wealth managers

The UK government is currently weighing a visa scheme that would grant residency to individuals who commit substantial capital to high-growth sectors such as life sciences, artificial intelligence, and renewable energy.

Sarasin & Partners unveils risk-rated multi-asset suite

The team believe this flexibility will be increasingly beneficial in a rapidly changing global economic environment.

New SJP boss James Rainbow scoops £2m share award after giving up Schroders deal

Chief executive of SJP Wealth Management will have to stick with the firm for three years to collect over 200,000 vesting shares

Private banking in a fragmented world: insights from Xavier Bonna, Managing Partner at Lombard Odier

In a world increasingly defined by fragmentation and volatility, the role of private banking has never been more critical – or more complex.

LGT recognised at the PWM Wealth Tech Awards 2025

These accolades highlight LGT’s innovative strength and its ongoing commitment to digitalisation and artificial intelligence.

Standard Chartered and Plan International UK renew partnership to tackle youth unemployment in Asia

Funded by Standard Chartered Foundation, the partnership aims to empower thousands of young women and people with disabilities to secure decent jobs and strengthen youth economic empowerment across Asia

Rothschild & Co expands Wealth Management offering in Luxembourg

This strategic move is part of Rothschild & Co's ongoing commitment to providing first class Private Banking services to its clients across Europe.

Deutsche Bank signs distribution deal with Coller Capital

Deutsche wealth clients across EMEA and Asia will gain access to the secondaries fund.

Pictet Technologies opens a new financial tech hub in Lisbon

This new hub will contribute to Pictet's ongoing digital transformation, leveraging Portugal's vibrant talent pool and strategic location for advanced software services.

Wealth Management Models Shift as Families Reevaluate Office Structures

With dedicated staff and resources, SFOs provide bespoke solutions tailored to the family’s specific needs.

Wealth managers’ top income picks from every market outside the UK

Although the UK is a rich hunting ground for dividend-paying stocks, wealth managers have also found a wide range of international equity strategies for clients who want to receive regular income payouts.

Quilter’s WealthSelect MPS smashes £20bn barrier

Responsible and sustainable portfolios now have combined AUM of £1bn after just three years

HSBC to Trim Jobs in France

This is equivalent to approximately 10 percent of its workforce in the country.

Aviva wealth division sees 15% drop in net flows for Q1

The provider attributed the drop in flows due to the outflow of assets of a large workplace scheme which had switched to another provider.

Wealth and Asset Management