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

Lombard Odier enhances investment risk framework across the Group through expanded collaboration with Bloomberg

Group-wide deployment of a unified investment risk framework across Wealth Management, Private Banking and Asset Management

Peregrine Wealth renew Vive La Vallette sponsorship for a fifth year

La Vallette has been redeveloped with accessibility, durability and sustainability at its core. Facilities now include modern changing rooms, a café, spaces for events and educational activities, and a new outdoor catering area.

Equiom recognised for estate planning expertise at WealthBriefingAsia Awards 2026

The WealthBriefingAsia Awards celebrate excellence and innovation across the private banking, wealth management and trusted adviser communities in Asia.

Private banker Christof Reichmuth: "Independence cannot be copied"

A distinctive feature of the bank is its focus on real asset investments, particularly in infrastructure.

UK businesses accelerate cyber and AI investment amidst geopolitical tensions

Businesses are doubling down on technology investment, with rising AI investment now matched by a sharp increase in cybersecurity spending.

Investec delivers £922mn across FY2025/26, taking three-year total to £2.48bn

This reflects Investec’s continued support for clients across the market through debt capital, alongside its growing ability to deliver larger ticket sizes and support larger transactions.

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

Investors can benefit from the GQE Team’s holistic quantitative investment approach, which combines advanced data science with human insight in seeking to generate alpha while carefully managing risk.

UBS Global Family Office Report 2026: Family offices pivot to resilience as geopolitical risk and structural uncertainty reshape global portfolios

Majority of those surveyed plan strategic portfolio changes, increase diversification across currencies, and deepen investment in artificial intelligence amid a more complex, global investment landscape

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

Wealth and Asset Management