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

New boutique corporate administration agency launched

Alfa Limited’s CEO, Michael Alfano brings over 14 years of experience to the business, primarily within the Jersey Regulatory framework, as well as from working in the global private wealth sector.

Conflicts of interest? Lucerne Cantonal Bank's board candidate becomes a political issue.

The auditor has announced that she will resign her seat on the board of directors of PostFinance.

Retaining talent and digital transformation are wealth managers’ top concerns

WTW research highlights wealth managers top priorities and concerns for the coming year

Building a Culture of Excellence in a Changing Wealth Management Landscape

This ensures the consistent delivery of service excellence.

EFG International to acquire Zurich-based private bank Quilvest Switzerland

The closing of the transaction is expected in the third quarter of 2026 and subject to regulatory approval.

Intesa Sanpaolo's New Business Plan Focuses on International Growth, Technology, and Wealth Management

The strategy will prioritize organic growth, with no consolidation targets, in order to avoid Antitrust restrictions in a now saturated domestic market.

Restructuring without applause: Bollinger cleans up at Julius Baer

The new Julius Baer CEO is consistently severing ties with external consultants.

SNB makes adjustment to the interest rate on sight deposits

Reduction of the factor for the limit from 16.5 to 15

UBS Global Wealth Management on why innovation is the true differentiator

Spear's award winner 2025: Despite its 163-year history, UBS continues to push the boundaries of modern wealth management through digital innovation and client choice

UBS Announced as Sponsor of Play Celebrating Local Talent in Jersey

Half of the cast is made up of local performers, supporting Jersey-based creative talent and strengthening the Island’s cultural sector; a commitment shared by UBS.

Barclays and FactSet enter a multiyear strategic agreement

FactSet will provide Barclays with access to a comprehensive suite of its products, data, and enabling solutions alongside ways of working to ensure delivery of the best solutions for customers and clients. 

International Equities 2026 Outlook - Fundamental strength should be rewarded in 2026

Why cyclical leadership may give way to quality, earnings resilience and cash-flow growth

UBP Annual results 2025

Union Bancaire Privée’s client assets increase by 19.5% to CHF 184.5 billion

Wealth management and the tokenised future

With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.

Rothschild & Co AM delivers record net inflows

The asset management business reached €47bn of assets under management by the year's close.

Crédit Agricole unifies CIB and wealth arms in 43,400 sqft hub

An internal staircase now connects the corporate and wealth management teams across two levels.

Barclays to proceed with relocation of its European HQ from Dublin to Paris

This move will enhance oversight and governance by bringing decision-making closer to the majority of its Investment Banking operations in Continental Europe.

UK wealth manager Norman K opens Luxembourg office

The Luxembourg subsidiary will be led by Nicolas L’Hermite as CEO, supported by newly-appointed sales director Nicolas Mayer.

Vontobel opens new UK headquarters in London's "Walkie-Talkie" building

With this move, Vontobel underscores its long-term commitment to the British market.

Tactical liquidity that serves your holistic wealth strategy

Incorporating liquidity into your broader portfolio could enhance both your flexibility and your scope for planning.

Wealth and Asset Management