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

Family offices recalibrate private assets strategies

This helps families seeking either liquidity exits or faster-turnaround entry points, says Anne McCosker, head of lending at Citi Wealth.

Brooks Macdonald launches Retirement Strategies to deliver clarity, choice, and confidence to advisers and clients

These strategies address the growing need for hybrid retirement products that combine sustainable income with growth while catering for different individual circumstances and levels of complexity.

Tatton AM sees record £3.7bn inflows

AUM also increased by 24%

Amundi plans 50 layoffs in Italy by year-end

The cuts, which represent 13.8% of the Italian staff, are part of Amundi's strategy to meet savings goals.

Brooks Macdonald opens Glasgow shop for ex-RBC Brewin team

The new office is Brooks' 16th regional base and comes a few months after it hired a three-strong team from its rival.

Beyond inheritance: UBS on preparing families, not just fortunes

UBS is guiding families through legacy, values, and complexity with an approach that blends personalisation, education, and purpose.

Swiss proposal mandates UBS to boost capital by $26bn

UBS has been given a timeframe of six to eight years to comply after the legislation is enacted.

True Potential drops 7IM from £1.1bn mandate

Revealed: The Newcastle-based advice firm dropped 7IM from five funds due to underperformance.

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Miami International Holdings’ Acquisition of The International Stock Exchange Becomes Effective

The cash consideration of £22.50 per TISE ordinary share values TISE at approximately £70.4 million ($91.5 million¹).

Governance evolution at Indosuez Wealth Management, Crédit Agricole Group’s wealth management subsidiary

This set up has now been strengthened with the addition of three new business line divisions

Small bank with a big history: Where is Quilvest heading?

This is a small detail on the city map – both addresses are less than a five-minute walk apart.

Call in the consultants: Inside SJP’s stunning turnaround

Catch up on the top news in wealth management this week

JP Morgan on a hunt for Leeds private bankers

The private bank is looking to grow its Yorkshire proposition.

FNZ under pressure after investors cash in on recent capital raises

This has triggered what some insiders describe as a “significant and unfair” dilution of their holdings.

Multi Family Office: Former UBS Banker to Lead New Zurich Branch

The move is part of a strategic push to bring its independent multi-family office (MFO) model closer to the German-speaking part of Switzerland and its sizable community of entrepreneurial families.

Evelyn Partners Becomes Official Partner and Official Wealth Management Partner of the Athlete Investor Summit

The tie-up reflects the wealth manager’s deepening support for athletes in the sports sector as part of a wider mission to embrace what’s next for individuals, their money and the wider world

Mid-year forecast review and outlook

Recession/stagflation risks have meaningfully declined since the US-China accord in spite of continued uncertainty around tariffs.

ARC Wealth Indices Estimates

Investors with a bias towards growth were back in the ascendency, with global growth stocks outperforming their value counterparts by around 6 percentage points.

Hoxton Wealth secures over £1mn in tax refunds

The firm said recovered funds can play a key role in helping clients bolster retirement savings, fund education, or reinvest in other financial goals.

Wealth and Asset Management