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

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

UBS Global Wealth Management on why innovation is the true differentiator

Spear's award winner 2025: Despite its 163-year history, UBS continues to push the boundaries of modern wealth management through digital innovation and client choice

UBS Announced as Sponsor of Play Celebrating Local Talent in Jersey

Half of the cast is made up of local performers, supporting Jersey-based creative talent and strengthening the Island’s cultural sector; a commitment shared by UBS.

Barclays and FactSet enter a multiyear strategic agreement

FactSet will provide Barclays with access to a comprehensive suite of its products, data, and enabling solutions alongside ways of working to ensure delivery of the best solutions for customers and clients. 

International Equities 2026 Outlook - Fundamental strength should be rewarded in 2026

Why cyclical leadership may give way to quality, earnings resilience and cash-flow growth

UBP Annual results 2025

Union Bancaire Privée’s client assets increase by 19.5% to CHF 184.5 billion

Wealth management and the tokenised future

With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.

Rothschild & Co AM delivers record net inflows

The asset management business reached €47bn of assets under management by the year's close.

Wealth and Asset Management