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

Quilter’s WealthSelect boosts fixed income and reduces equity allocation in latest rebalance

The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.

IQ-EQ shortlisted for ‘Employer of the Year’ award

It’s not the first time that IQ-EQ has received recognition in this field.

JTC Completes Acquisition of Citi Trust

The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.

Evelyn Partners completes the sale of its Fund Solutions business to Thesis

The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.

Fairstone reaches 100th DBO milestone with Halifax IFA

The model enables advisers to offload compliance and back-office burdens while retaining control and focusing on growth.

London VC head moves to Geneva as private wealth adviser

Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.

BNP Paribas expands its Securities Services activity through the acquisition of HSBC’s custody and depositary bank business in Germany

The implementation of the agreement is expected to commence in early 2026 through a phased client migration.

UBS Group Retains Outperform Rating at RBC Despite TBTF Regulatory Concerns

While acknowledging that it will “take time to have full visibility” on the situation

UBS to start new share repurchase program

UBS will communicate its 2026 capital return ambitions with its fourth quarter and full-year 2025 financial results early next year.

Rathbones Asset Management achieves SDR labels across its four-fund sustainable multi-asset range

The Financial Conduct Authority (FCA) introduced SDR a year ago following investor concerns over greenwashing, seeking to restore trust and improve transparency in the sustainable investment space.

The Royal Mint launches new Britannia ‘secure’ gold bars

SWP clients now have priority access to these highly anticipated bars

Winners from Crown Dependencies announced for Citywealth Brand Management Awards 2025

They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.

Brown Advisory to buy London-based Marylebone Partners

Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.

Strong recognition for IQ-EQ talent in 2025 Citywealth Brand & Marketing Awards

The Citywealth Brand & Marketing Awards celebrate outstanding achievements in brand development, strategic marketing and digital innovation across the global wealth management, private client and financial services sectors.

The Great Wealth Flight: Millionaires Relocate in Record Numbers

Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.

New wealth of top 1% surges by over $33.9 trillion since 2015 – enough to end poverty 22 times over, as Oxfam warns global development “abysmally off track” ahead of crunch talks

Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.

Wealth and Asset Management