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

JM Finn opens fifth office in Cheltenham

New office is up and running with a five-strong team

True Potential makes significant enhancement to fund range with appointment of Amundi as strategic partner

The appointment represents a further evolution of True Potential Investment’s proposition, with Amundi partnering on an exclusive basis to co-design a unique strategic asset allocation framework.

JPMorgan Plans More Private Bank Hires to Cater to France’s Rich

The lender plans to increase staff numbers “significantly” after boosting them by about 10% last year, she said.

SJP ups UK equities positions and makes EMD move

Wealth manager seeking to adapt to a ‘late-cycle market environment’

Morgan Stanley and Rothschild & Co lead European M&A financial advisory in 2025

Morgan Stanley advised on transactions with a combined value of $109.5bn during the year, topping the value chart.

Norway’s Formue plans to unfreeze Europe’s wealth management landscape

Nordic wealth manager Formue is looking to scale its hybrid advisory model across Europe, without compromising its focus on clients, encompassing their purpose, family and legacy

Formula 1 and Standard Chartered announce Official Partnership

This iconic partnership unites two organisations defined by the relentless pursuit of performance and distinctive global connectivity.

Wealth manager eyes growth with record model

Bosses at the Sunderland-headquartered company say the forecast increase leaves the business ready to “help thousands more clients achieve financial goals”.

Sage Capital Management launches private banking service for institutional clients

In addition, Sage Capital Management has introduced a proprietary unified trading platform for liquidity, execution, risk management, and Transaction Cost Analysis (TCA).

Promising 2025 results for BCJ

Event announcement as defined in Article 53 of the Commercial Code

Gold’s bull market is set to continue into 2026 - Investment Outlook 2026

Central banks continued increasing their gold holdings in 2025, with most estimates showing a rise of around 850 tonnes over the year.

Artificial intelligence’s long-term winners - Investment Outlook 2026

The high visibility of incremental revenue from cloud computing, coupled with the significant cost-saving opportunities that AI offers to global corporations, underscores the rationale behind these investments.

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

Wealth and Asset Management