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

€2 million net worth seen as wealth benchmark in Luxembourg

Family wealth and property are perceived keys to prosperity and younger residents fear pension shortfall, survey indicates

How to harness AI in wealth management

AI is often presented as a straightforward opportunity, but for holders of capital, for example family offices, or for their advisers including wealth managers, the reality is more complex.

Swiss banks and the Italian market: opportunities and operational evolution

Regulatory developments present operators with a crossroads.

Hawksford retains top tier trust company status in latest industry rankings

Featuring a total of 54 firms this year

Deutsche Bank reports record profit before tax of € 7.7 billion in the first nine months of 2025

Deutsche Bank’s target ratios improved significantly compared to the first nine months of 2024 and were in line with the bank’s 2025 targets.

UBS's third-quarter 2025 results

UBS reports strong results in 3Q25 with continued progress on integration

Weatherbys partners with Saxo Markets to add execution-only service

Weatherbys will offer personalised support for clients wishing to use the service, while Saxo Markets will handle trade execution and platform queries in a secure, FCA-regulated environment.

Amundi 2025 first 9 months and 3rd quarter results

The main growth drivers of our Ambitions 2025 plan – Asia, third-party distribution and ETFs – each generated between +€20bn and +€30bn in inflows in the first nine months.

Is it possible for wealth managers to embrace AI while managing the risks?

After internal audits, firms employ consultation with industry experts and third-party AI model testing and validation as the next most common methods to provide trust and confidence in AI systems.

People, culture and a positive legacy: meet Ian Williams, the property services firm building for the long term

Ian Williams also has a deep commitment to leaving a positive footprint in the communities in which it works.

HSBC delivers strong third quarter as revenues beat expectations

Adjusted profit before tax for the third quarter is up 3% year on year to $9.1bn and around 9% ahead of consensus expectations thanks to that strength in revenues.

Julius Baer to set up new branch in Portugal

Julius Baer takes next step to expand its presence in Europe by opening a branch in Lisbon, Portugal.

UBS applies for US banking licence

UBS would be able to offer more services to US wealth management clients with an expanded licence, senior staff wrote in a memo.

Wealth manager Q&A with SJP’s Lord: ‘Ultimately, this is a people business’

St James’s Place senior investment specialist Corinne Lord is keen for the industry to do more work to bridge the advice gap, to ensure seeking advice is within reach for everyone regardless of wealth or age

UBS claws back Swiss fund market share

The latest Asset Management Association report shows which providers have gained ground.

HSBC warns on wider risks from private credit blow-ups

Collapse of First Brands Group and Tricolor Holdings has unnerved investors

Apollo to open Paris office for private-wealth push

The buyout giant is becoming the latest investor to target the French capital

Wealth management firm relocates HQ to former 19th century country home

The firm, founded by Nick Oliver and launched in 2022, provides independent financial advice to clients across a range of services including pensions, investments, protection and estate planning.

Investcorp Wealth App Named Best Digital Client Solution at the 2025 MENA Banking Excellence Awards

Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management

Boutique founder joins WH Ireland board after £1m wealth deal rebellion

Lumin Wealth co-founder John Cusins joins the WH Ireland board weeks after two NEDs resigned in the aftermath of a huge vote against its planned £1m wealth sale to Oberon.

Wealth and Asset Management