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

Cinerius expands into Northern Germany with IAM takeover

Private equity-backed consolidator Cinerius Financial Partners has acquired the Hamburg-based firm Honestas.

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

Transaction unites two premier, full-service banking and wealth management platforms with complementary experience in international financial centers and attractive Caribbean markets to create a $29 billion financial institution

St James’s Place faces legal action over adviser client transfers

The claims add to scrutiny of the UK wealth manager after recent upheaval over fees, customer complaints and changes to its charging model.

Artificial intelligence enters Credem to improve customer portfolios

The goal of the partnership is to strengthen the relationship between advisors and investors, unlocking value through the strategic use of data.

Is the wealth management industry scalable?

As such, the industry has substantial potential to grow and become more profitable if the issues surrounding scale areresolved.

Acquisition flurry adds £2bn in assets to wealth management consolidator

The deals included its biggest acquisition to date, with the February purchase of West Midlands-based Prosperity Wealth.

Wealth manager 'will push on' after £2 billion boost

The acquisitions were completed through Fairstone’s downstream buyout programme, which allows business owners to work with a company and grow operations while planning for a sale at a future date.

Indosuez Wealth Management in Monaco, partner of the Monaco Blue Initiative and the Blue Economy & Finance Forum 2026

CFM Indosuez, Crédit Agricole CIB and Crédit Agricole S.A. are once again partners of the Monaco Blue Initiative (MBI) and the Blue Economy & Finance Forum (BEFF) 2026, illustrating the Group’s collective commitment to responsible

Shane Bennett named as a 2026 PAM (Private Asset Managers) NextGen Leader

This award demonstrates Shane’s passion for the industry and the innovative strategies he has employed to drive success for his clients.

Julius Baer international CEO: AI is not a threat to wealth management

Feeding AI internal data can better personalise advice to clients, David Durlacher tells FN

BNP Paribas and Mistral AI extend their partnership to support the next phase of generative AI deployment within the Group

The collaboration now extends beyond access to large language models, covering software, solutions and co‑development research projects.

1291 Group Acquires IPG, Strengthening Global Wealth Protection Across the Americas

The acquisition accelerates 1291 Group's growth across the Americas, deepens its exposure to traditional life insurance, and complements its established expertise in tailored solutions, while bringing IPG's existing client and partner relationsh

AAB Wealth expands with two advice firm acquisitions

The acquisitions take AAB Wealth’s assets under advice to £2.5bn and expand its client base to more than 2,500 families, with the team now exceeding 130 professionals across the UK.

Investec applies for Ireland banking permit – report

Such approval would improve its capacity to support corporate and affluent clients.

Julius Baer AUM hits SFr 528bn, signals “substantially higher” H1 profit

The bank attributed the increase to supportive market movements and SFr 3bn in net new money.

BBH advances API‑Driven account opening connectivity with custodians

Brown Brothers Harriman today announced an expansion of its account opening API connectivity to custodians, with SEB being the first to implement the solution.

Investec updates its Private Client growth strategy

The model is locally delivered with a clear segment focus, ensuring relevance and meeting its clients’ needs.

7IM posts record Q1 net sales amid platform expansion

The firm’s advised net-to-gross sales ratio also doubled to 49.6%, reflecting stronger asset retention and growth across both organic and acquisition-driven channels.

Julius Baer: Interim Management Statement for the first four months of 2026

This overall strong performance was driven by record-high assets under management, exceptionally strong client activity, and sustained cost discipline.

Close Brothers accelerating cost cuts as motor finance bill mounts

The group revealed in March it was cutting around 600 jobs – nearly a quarter of its 2,600-strong workforce – over the next 18 months across its teams in the UK and Ireland under the cost saving overhaul.

Wealth and Asset Management