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

AI helps ME wealth market catch up with the UK

Notably, 55 percent of clients in the region reported increasing their meetings with advisers in response to marketvolatility, substantially higher than the global average.

Investec Fully Integrates Swiss M&A Advisor

Investec Bank has increased its stake in Capitalmind AG Switzerland, acquiring a majority shareholding.

Scottish wealth management firm acquires consultancy

Tweed has grown by buying five businesses over the past seven years

Azalea Wealth Management, Hartlepool, opens new office

The firm will deliver financial advice to both individuals and businesses, with a focus on realistic, supportive planning that encourages ambition without fear.

J.P. Morgan Private Bank confirmed as Northern Leaders sponsor

BusinessCloud’s 2025 Northern Leaders list will be published later this month ahead of our awards evening on November 20th

Santander’s Openbank launches crypto trading in Germany, eyes Spain

Santander’s digital bank has launched crypto trading in Germany, with a rollout to Spain planned as Europe’s largest lenders accelerate crypto services.

Women to invest less of their inheritance from the great wealth transfer

What adds to the situation is that females are almost twice as likely as men (27% vs 15%) to seek investment guidance from social media and ‘finfluencers’ rather than financial advisers.

Keyrock acquires Turing Capital in Luxembourg expansion

The division is led by Jorge Schnura, co-founder and chief executive of Turing Capital, who has been appointed president of Keyrock Asset and Wealth Management

Hoxton Wealth brings in Global Employee Assistance Programme to create a workplace where wellbeing comes first

The programme, which has been launched in partnership with Lyra, the largest employee wellbeing provider in the world

LGT continues its growth trajectory: Private banking team to launch in Munich from 2026

The move marks the next step in LGT’s successful expansion in Germany since entering the market in 2022 and sees it further grow its position in the German market.

Afin Bank launches High Net Worth mortgage proposition

Affordability will be based either on verified net assets or a mix of income and assets.

JTC Reports Strong Organic Growth and Good Momentum in Interim Financial Results 2025

Recent strong performance has continued with net organic growth of 14.5% (H1 2024: 13.9%) and new business wins totalling £8.4m.

Fagerhult Named ABG Private Banking's Top Pick of the Week - Sees Over 70% Upside

While Fagerhult is on the cusp of a potential earnings upswing, its shares are currently trading at attractive levels.

HSBC deploys Wealth Intelligence for its wealth management staff to enhance client experience

Wealth Intelligence offers fast and simple access to the comprehensive range of reports published by the bank’s award-winning Chief Investment Office.

Julius Baer warns of ‘deeper risks’ behind private equity’s dividend recaps

The private banking group’s head of private markets strategy says dividend recapitalisations can weaken companies at critical moments.

National ‘future leader’ recognition for Crestbridge Family Office Services

Through her inclusion in the national list, she is noted as combining a strong academic record and class topping exam results with a firm commitment to continuous self-improvement and professional development.

PFS Autumn Roadshow explores AI in wealth management

At the event, Madeleine Debney, co-founder at Otto, spoke to the use of AI in wealth management, noting that some AI companies are focusing more on the safe and ethical use of AI.

Building the future of Swiss finance – Lombard Odier’s new headquarters is Herzog & de Meuron’s latest architectural masterpiece

The project showcases Swiss excellence in architecture and engineering, reinforcing Geneva’s global financial standing

Indosuez Wealth Management Expands European Private Markets Funds for Asian Clients

This expansion follows the June launch of a US dollar-based private credit fund of funds, which raised around USD100 million in its first month, driven by strong interest from Asian clients.

Cazenove manager launches own firm nine months after Whitley deal

Daniel Muller set up Hawker Wealth Management in June after leaving Cazenove after it acquired his former employer Whitley AM last October.

Wealth and Asset Management