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

Shackleton sets deadline for first round bids as wealth manager’s sale talks continue

‘Britain’s wealth manager’ is looking for up to £600m for the business

Julius Baer to Open Lisbon Office in Southern European Push

It will move a team of 14 bankers

Arbuthnot Banking Group: Audited Final Results for the year to 31 December 2024

Strategic progress and growth in net assets per share

Quintet 2024 net profit rises to €68 million, up 45%

This reflects increases in both private banking assets under management and institutional assets under custody.

Evelyn Partners recorded an 11.8% rise in Adjusted EBITDA in 2024 and strategically repositioned to focus exclusively on wealth management

The wealth management business delivered another strong year in 2024, with £8.0 billion gross inflows, AUM closing the year at a record high of £63.0 billion and Adjusted EBITDA rising to £174.3 million.

NatWest settles 'de-banking' dispute with Nigel Farage

The row began in 2023 when Farage claimed that Coutts, owned by NatWest, shut his account without explanation.

Indosuez Wealth Management prefers gold and dollar over bonds, anticipates U.S. economic slowdown

The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year.

Ares Management Joins Allfunds Private Partners Programme to Expand Distribution of Wealth Channel Products

By joining the APP programme, Ares will harness Allfunds’ technology and extensive distribution network to offer its wealth solutions to a broader and more diversified global base of individual investors.

IQ-EQ achieves STEP Employer Partner Platinum accreditation across Crown Dependencies

The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.

Farrer & Co advises the members of WHEB Asset Management LLP on its acquisition by Foresight Group Holdings Limited

WHEB was also advised by Spencer House Partners, a corporate advisory firm which specialises in advising companies operating in financial services, including asset management businesses.

GAM announces 2024 full year results

Strong progress in implementing turnaround strategy. GAM continues to target profitability in fiscal year 2026.

Vontobel launches European Equity Income Plus fund

The high-conviction strategy will target dividends and options as dual income sources.

UBS London wealth advisors lured by ex-Goldman Sachs guy

UBS’s people are not just setting up their own firms and going to Lombard Odier, they are also joining Julius Baer.

UBS and SuMi Trust joint venture to acquire Credit Suisse wealth management business in Japan

The JV will absorb Credit Suisse’s Japanese advisor base and wealth management assets.

Quilter expands footprint in Northern Ireland adding newly launched PHW Wealth Partners to its advice network

The team brings extensive expertise in investment management, retirement planning, and tax-efficient wealth strategies, having worked in the financial services sector for a combined 60 years.

London & Capital and Waverton Investment Management unite as W1M as the firm pursues ambitious growth beyond £21 billion AUM milestone

The firm has now set itself the target of expanding its market share and becoming the preeminent wealth and investment manager for high net worth and ultra-high net worth clients, charities and institutions.

Wealth and Asset Management