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

St James’s Place dethrones Fundsmith as UK’s largest fund

SJP Polaris 3 becomes first UK fund to amass more than £30bn of assets.

Migros Bank accepts setback in interest business

Migros Bank achieved the second-best result in its history in 2024 with a profit of 282 million francs.

UBS CEO Reiterates Focus on Cost Cuts in US Wealth

The comments came as UBS’s headcount in the Americas

Pictet announces full-year results for 2024

Assets under management or custody stood at CHF 724 billion (up 14%) as at 31 December 2024.

Wealth Management Sector Scorecard: Key Factors Shaping the Wealth Management Sector in 2025

This report scores the world's leading wealth management companies against the 10 themes that are impacting their industry the most.

Fund finance uncovered: Five key trends from our industry roundtable

The fundraising environment is improving and there will essentially be a backlog of funds that were not launched in 2023 or 2024.

Standard Chartered: local and global experts

Demir Avigdor, managing director, head of private banking UK, Standard Chartered, believes wealth is growing, not only in volume, but geographically.

European and UK Equity Capital Markets Review January 2025

Equity markets have carried 2024’s momentum into January 2025, with uncertainty over US trade tariffs impacting February performance.

BlueOrchard-managed InsuResilience Private Equity strategy reaches target size

This development marks a key milestone for the strategy focused on enhancing climate resilience in underserved communities across developing regions.

Bridging business borders between the UK and Germany

In an increasingly globalised world, the importance of cross-border business relationships can’t be overstated.

Verso Group expands with WH Ireland Henley-on-Thames team

They will collaborate with Verso’s leadership to drive regional growth.

CaixaBank Private Banking recognizes its clients’ social commitment with its 7th Philanthropy Awards

CaixaBank Asset Management also participated in the organization of the award presentation gala dinner.

Wellington expands UK wealth offering with four Ucits funds

The funds aim to broaden UK and European investor access while providing shareholder voting rights and improved fund oversight.

Ex-BlackRock fund bosses cash in on Lift Financial’s sale to Brooks

BlackRock Gold & General manager Evy Hambro and disgraced former BlackRock UK Absolute Alpha manager Mark Lyttleton are among those receiving payouts.

Lombard Odier recognised as Best Domestic Private Bank for the ninth time at the WealthBriefing Swiss Awards 2025

Our achievements in the wealth management industry were recognised

Vontobel delivers strong growth in profitability

Net profit was up by 24 percent to CHF 266 million. Return on equity increased to 12.3 percent.

Bank WIR achieves new records in 2024

A dividend increase will be proposed to the General Meeting.

Rothschild & Co’s Swiss Wealth Management business wins ‘Best Bank for International High Net Worth Clients’ at WealthBriefing Awards 2025

As an independent financial services group, Rothschild & Co offers its clients a long-term investment perspective free from conflicts of interest.

Apollo eyes wealth expansion in France

The alternative asset manager is also looking to have greater on-the-ground presence in the country.

St. James's Place Announces its 7th Annual Chartered Award Winners

In this year’s awards, Amy Gray of Amy Gray Wealth Management was named SJP Chartered Planner of the Year.

Wealth and Asset Management