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

Apollo Expands Wealth Platform with Three Evergreen ELTIFs, Unlocking Broader Access to Private Markets

The three new products will launch under the ELTIF 2.0 fund regime

Manx Financial outlines plans to grow CAM Wealth

The AIM listed Isle of Man-based financial services group saw its profits before tax increase by 16% to £4.1m for the six months ended 30 June 2025 on operating income of £18.4m and interest income of £17.7m.

Citi Wealth releases 2025 Global Family Office Report

The report was compiled by Citi Wealth’s Global Family Office Group, which works with over 1,800 family offices worldwide

Asset management software startup ZILO secures £20m round

The group develops global transfer agency software

Deutsche Bank launches private markets fund for private clients in collaboration with DWS and Partners Group

Clients can access the new offering via their advisory relationship.

UBS agrees to €835m payout over French cross-border business

With the payout, the banking giant resolves a case over cross-border business activities in France between 2004 and 2012.

Artorius marks 10-year anniversary with Lancashire investment manager acquisition

Deal extends North West presence, brings wealth advice to new clients with assets moving to BNY Pershing.

Gresham House to acquire SUSI Partners

Creating a top-ten European energy transition platform

Texas-based investor takes stake in James Hambro & Partners

This represents a hugely exciting opportunity for our clients and all of us here at JH&P.

Oberon to acquire WH Ireland’s Wealth Business

Proposed Acquisition of WH Ireland’s Wealth Management Business

Saxo Bank launches PartnerConnect for wealth management professionals in France

Independent asset managers and financial advisors can now manage client portfolios in one comprehensive system.

RBC sees attractive UK wealth management outlook; budget risks limited

The upcoming Budget is expected to create only a minor headwind for net flows in the fourth quarter.

Near-zero savings? Start building wealth with Warren Buffett’s golden method

Throughout this journey, he’s been quite a vocal teacher, offering powerful advice over the years to guide the next generation of investors.

Portfolio management load cuts growth of IFAs by up to 20% firms say

This enables financial advisers to offer their clients enhanced, actively managed solutions led by an award-winning investment team.

The rise of the family office

The rise of family offices as fund clients is also reflected in the broader growth of private funds domiciled in the Cayman Islands, which increased by over 36% from 2020 to 2025.

SIX and FIDA Join Forces to Provide a Comprehensive Portfolio Management and Analysis Terminal

The goal of this alliance is to provide the French market, initially, with a complete terminal offering all the necessary data on funds and savings products marketed in France.

Pillar 2 buybacks: maximising your tax deduction in Switzerland

Pension assets are not subject to either income tax or wealth tax.

Rethink Perspectives: slowdown, uncertainty, resilience – decoding the new economic reality

Global growth has not been derailed, he explained, but it has left the highway. Investors must now adapt to a steeper route, marked by geopolitical twists and turns and reduced visibility for businesses.

UBS joins forces with Supertri and loca charities to drive inclusion and community spirit in Jersey

UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.

UBS warns impacted former staff three months after data leak

The Swiss group sent a letter to several former employees informing them that there had been a cybersecurity breach affecting their data.

Wealth and Asset Management