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

Julius Baer publishes Annual Report 2025 and Sustainability Report 2025

In between the full-year and half-year results Julius Baer Group Ltd. publishes brief Interim Management Statements

STEP launches Barometer report to spotlight global trends in family wealth and succession planning

The report highlights the value of expertise in a complex world and reveals the key challenges, trends and priorities facing family wealth and succession advisors and their clients globally.

Liontrust Asset Management Proposed Acquisition of River Global Holdings Limited

The Proposed Acquisition is advantageous for Liontrust and RGH and each of the companies' shareholders and clients.

Naro Zimmerman Named in the 2026 Private Client Global Elite Directory

Naro has been included in the Non-Legal Adviser category, which recognises leading advisers from across the private client advisory community worldwide.

Quilter retains top spot in FE fundinfo platform rankings

The rankings assess platforms using a combination of market data and adviser feedback, evaluating factors such as pricing, user experience, transaction processing and due diligence.

Structures for the Great Wealth Transfer: comparing family succession vehicles

Both structures separate the ownership and control of those assets, but do so in different ways.

British Asset Manager Rapidly Expands Swiss Business

A central pillar of the strategy is the focus on institutional investors such as private banks, pension funds, insurance companies and family offices.

Economic growth in UK becoming a 'pipe dream' after GDP stagnates in January

Services returned to growth in those three months, but quickly stagnated again in January, a potential ongoing concern given the UK’s reliance on that sector.

Odax Wealth Partners opens a family office in Paris

The Paris location targets a predominantly French client base, but whose assets now extend well beyond national borders.

ABN AMRO and Stedelijk Museum Amsterdam extend partnership by two years

The Stedelijk Museum has consciously chosen to renew the partnership, as both organisations share the ambition to enhance access to art and design in the broadest sense, guided by the principle of equal opportunity.

SJP chief exec FitzPatrick’s pay package dips to £2.7m in 2025

FitzPatrick’s total pay for 2025 was £2.7m, down from £3.5m in 2024.

Schroders: Bonds are not only about income

Investors must separate interest rate exposure from credit exposure, says Schroders' Julien Houdain.

Europe’s wealth managers must navigate migration trend

With $5.9tn in transit between generations, inheritance-driven mobility to countries including Luxembourg is increasingly in focus

How CMB Monaco turned a luxury wealth management experience digital

The bank operates in a highly competitive financial market and boasts a top 5 market position among Monaco’s leading wealth management institutions.

ABN AMRO publishes Annual Report 2025

The annual report features interviews with board members of ABN AMRO and of new parts of the organisation such as Hauck Aufhäuser Lampe and BUUT, our neobank for young people.

Record net new money inflow: New bank reports best year of growth with stable profit

This was primarily driven by net new money inflows of CHF 735 million, a new record in the bank's history and significantly surpassing previous bests.

Mirabaud inaugurates renovated Paris headquarters to support its growth in France

This project forms part of the positive momentum of Mirabaud’s activities in France since the opening of its office in 2003 and aims to provide both teams and Clients with an optimised working environment.

Deutsche Bank publishes 2025 Annual Report and confirms outlook for 2026

This underscores the strength and resilience of our Global Hausbank.

M&G plc Full Year 2025 Results

Strong momentum with £7.8bn net inflows from open business driven by Asset Management Group delivering diversified growth across segments and markets Confident outlook, firm commitment to 2025-2027 targets

Private equity investor warns over data failures at UK wealth firms

Some consolidators cannot properly gather basic metrics like net new money because of a lack of investment in their information systems

Wealth and Asset Management