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

Bank WIR achieves new records in 2024

A dividend increase will be proposed to the General Meeting.

Rothschild & Co’s Swiss Wealth Management business wins ‘Best Bank for International High Net Worth Clients’ at WealthBriefing Awards 2025

As an independent financial services group, Rothschild & Co offers its clients a long-term investment perspective free from conflicts of interest.

Apollo eyes wealth expansion in France

The alternative asset manager is also looking to have greater on-the-ground presence in the country.

St. James's Place Announces its 7th Annual Chartered Award Winners

In this year’s awards, Amy Gray of Amy Gray Wealth Management was named SJP Chartered Planner of the Year.

UBS Global Entrepreneur Report 2025

The results were supplemented by short in-depth interviews on topics such as artificial intelligence, private wealth management and hiring plans.

SJP and Dynamic Planner to provide client-risk profiling at scale

This collaboration supports SJP’s commitment to delivering quality one-to-one advice and supporting its advisers with advanced technology to improve the capture and evidencing of the risk preferences of its clients.

Amundi launches Europe ex-UK fund for UK investors

The fund has received initial support of over €900m.

Santander wealth and insurance records double digit profit growth in 2024

The bank showed a profit of €12,574m (up 14%) in 2024, exceeding all targets for the year.

PKB-owned bank is negotiating a merger

Cassa Lombarda is 99.5% owned by PKB Private Bank, which is headquartered in Lugano.

HRH The Princess Royal officially opens new office for private and commercial bank Arbuthnot Latham

The move to Finsbury Circus reflects the Bank’s confidence in the City of London.

Amundi full-year results: Net inflows double while AUM reaches record highs

Amundi’s total AUM increased by 10% over the year, and by 2.2% over the last quarter

People are only just realising what HSBC bank actually stands for

HSBC has been around for a long time - but some people might be surprised to learn that the name actually stands for something

UBS GWM targets $200bn in yearly net new assets

Bank says Credit Suisse integration remains on track to complete by the end of 2026.

Is J. Safra Sarasin Taking over Saxo Bank?

Other interested parties had withdrawn from the bidding process after no agreement could be reached.

Fidelity continues to expand in Switzerland

The appointment follows the recent appointment of Pascal Schuler as Head of Sales Switzerland.

Lombard Odier closes hedge fund underweight to improve diversification

The private banking group highlights non-directional hedge fund strategies in its latest outlook.

Goldman Sachs Asset Management launches duo of EMEA active ETFs

Goldman Sachs expands active ETF offerings with duo of EMEA bond ETFs

336 Financial Management joins Fairstone ‘downstream’ buy-out programme

The deal takes Fairstone to a milestone 29 new partnerships across UK, Ireland over last 24 months

Evelyn Partners becomes Founding Partner of Edinburgh Futures Institute’s new financial services hub

New Compassion in Financial Services Hub aims to create a more inclusive, sustainable and compassionate financial system

UBP’s Private Markets Outlook 2025

Asset-based financing is gaining prominence as a key diversification tool

Wealth and Asset Management