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

Julius Baer to review fees for UK clients

Financial statements reveal private bank's plans to focus on pricing strategy with an eye on making charges easier to understand.

Parents warned of risks of gifting pension wealth without specialist advice

A 40% tax is levied on the value of the estate above the threshold.

Titan Wealth losses rise to £44.7m as interest payments mount

The consolidator has continued to rack up losses on the back of interest payments for acquisition debt.

UOB Private Bank Next Gen Programme 2025: Empowering future UHNW business leaders in Oxford and London

Held outside of Asia for the first time, this year’s Programme placed strong emphasis on Artificial Intelligence in family-owned business to drive long-term sustainability

Pictet AM's Olivier Monti: «The Future of Asset Management»

The next phase — with the Asset Management Association Switzerland (AMAS) on board — aims to turn the pilot into a new industry standard.

Two Former Vontobel Managers Combine Bitcoin, Gold and AI

It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.

Ex-EdR investment chief finds ‘freedom of choice’ at IAM

Gilles Prince pulls back the curtain of his new role at Blue Box Wealth Management.

Permira ramps up efforts to find Evelyn Partners buyer - reports

Evelyn owners Permira and Warburg Pincus have started working with Evercore once more to find a buyer, according the Financial Times.

UBS Global Wealth Management empowers next generation of female leaders in Jersey

Gaëlle, who recently delivered a TEDx talk on shaping the next-generation of women leaders, designed the confidence boosting workshops to help unlock leadership potential among teenage girls.

Tweed Wealth Management expands sports division with London launch

The London base will be led by former professional rugby player and Chartered Financial Planner, Jason Baggott, who co-heads Tweed Sports alongside Ross Penman.

Holistic Wealth: The FCA’s Call to Integrate Property Wealth into Retirement Planning

Products like lifetime mortgages are increasingly helping people bridge income gaps as they approach retirement.

Staying invested remains a strategic lever

American exceptionalism continues to hold its ground amid macroeconomic uncertainty.

IFA consolidator Absolute Financial Group launches with Inflexion backing

Absolute Financial Group is consolidating advisory businesses under a single structure to support advisers.

Thurgauer Kantonalbank is doing well

The reported half-year profit of approximately CHF 80 million is slightly lower than in mid-2024.

Managing cash flows in a fragmented world

Companies are currently navigating with limited visibility, trying to find new reference points in the murk.

The interrelation of family wealth and family offices

The estimated wealth of families with family offices currently stands at US$5.5 trillion and is expected to grow to US$9.5 trillion by 2030 – a 189% increase.

Deutsche Bank bolsters UK wealth arm with Citi and JPMorgan hires

German lender plots more hires as it looks to expand ultra high net worth team

Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants

Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan

Quilter retains signatory status to the UK Stewardship Code

The FRC has confirmed that Quilter continues to meet the expected standard of reporting under the Code.

Swiss National Bank publishes banknote designs

In the first phase of the competition, the designs will be evaluated by the public and by an advisory board of external experts.

Wealth and Asset Management