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

Amundi 2025 first 9 months and 3rd quarter results

The main growth drivers of our Ambitions 2025 plan – Asia, third-party distribution and ETFs – each generated between +€20bn and +€30bn in inflows in the first nine months.

Is it possible for wealth managers to embrace AI while managing the risks?

After internal audits, firms employ consultation with industry experts and third-party AI model testing and validation as the next most common methods to provide trust and confidence in AI systems.

People, culture and a positive legacy: meet Ian Williams, the property services firm building for the long term

Ian Williams also has a deep commitment to leaving a positive footprint in the communities in which it works.

HSBC delivers strong third quarter as revenues beat expectations

Adjusted profit before tax for the third quarter is up 3% year on year to $9.1bn and around 9% ahead of consensus expectations thanks to that strength in revenues.

Julius Baer to set up new branch in Portugal

Julius Baer takes next step to expand its presence in Europe by opening a branch in Lisbon, Portugal.

UBS applies for US banking licence

UBS would be able to offer more services to US wealth management clients with an expanded licence, senior staff wrote in a memo.

Wealth manager Q&A with SJP’s Lord: ‘Ultimately, this is a people business’

St James’s Place senior investment specialist Corinne Lord is keen for the industry to do more work to bridge the advice gap, to ensure seeking advice is within reach for everyone regardless of wealth or age

UBS claws back Swiss fund market share

The latest Asset Management Association report shows which providers have gained ground.

HSBC warns on wider risks from private credit blow-ups

Collapse of First Brands Group and Tricolor Holdings has unnerved investors

Apollo to open Paris office for private-wealth push

The buyout giant is becoming the latest investor to target the French capital

Wealth management firm relocates HQ to former 19th century country home

The firm, founded by Nick Oliver and launched in 2022, provides independent financial advice to clients across a range of services including pensions, investments, protection and estate planning.

Investcorp Wealth App Named Best Digital Client Solution at the 2025 MENA Banking Excellence Awards

Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management

Boutique founder joins WH Ireland board after £1m wealth deal rebellion

Lumin Wealth co-founder John Cusins joins the WH Ireland board weeks after two NEDs resigned in the aftermath of a huge vote against its planned £1m wealth sale to Oberon.

Hoxton Wealth acquires Manchester-based IFA

The purchase of Manchester-based Haven, which specialises in pensions and investments, builds on the firm’s existing footprint in Liverpool,

Clifton Wealth adds Wesleyan fund to adviser platform

The move marks a collaboration between the Bristol-based financial planning and wealth management firm and Wesleyan, the UK mutual financial services provider.

Rothschild Martin Maurel expands into the ‘Grand Ouest’ region of France

Rothschild Martin Maurel will deploy an experienced team

Arbuthnot Banking Group PLC Third Quarter 2025 Trading Update

The uncertain economic outlook has meant that lending markets have continued to observe thin volumes of business with lenders aggressively competing for transactions by offering low rates.

7IM outflows drop 21% amid record platform sales

The firm said gross sales exceeded £1bn for only the second time, helping push total advised assets under management up 18% quarter-on-quarter to £17.4bn.

AFH adds £750m AUM with acquisition of Herts Planner

The Avidity team will integrate with AFH immediately, rather than becoming a subsidiary of the Bromsgrove-based wealth management firm.

Schroders demonstrates extensive credit expertise by acting as an anchor investor in a €455m new notes issue by GTC Finance DAC

GTC Aurora is part of GTC Group, one of the leading commercial real estate investors and developers in central and eastern Europe and Germany.

Wealth and Asset Management