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

Morningstar UK Fund Awards 2025: The Winners Revealed

From 15 fund categories there could only be five winners - and only one overall best asset manager.

Lumin Wealth expands with RBS Associates mortgage acquisition

RBS Associates partner Mark Spurling, who brings over 30 years of mortgage industry experience, will join Lumin Wealth along with administrator Amy Spurling and personal assistant Sally Jarvis.

7IM reports platform assets gross inflows exceed £1bn

Net flows, over the same period, were the third highest ever reported by the business.

Schroders Solutions secures £740m Fiduciary Management mandate from the Aga Rangemaster Group Pension Scheme

Together, they developed a core investment strategy centered on Cashflow Driven Investment (CDI) assets, which can actively adapt to a changing investment environment.

Edmond de Rothschild: 2024 Annual Results

In 2024, Edmond de Rothschild confirmed the strength of its business model, driven by its two core businesses private banking and asset management, across all regions.

Quilter WealthSelect reduces government bond exposure following successful ad hoc rebalance

With bond yields since moderating, this presented the portfolio management team with an opportunity to take some profits and lower the government bond exposure within the portfolios once more.

Deutsche Bank and DWS launch private credit cooperation

As part of the cooperation, DWS will have preferred access to certain asset-based finance and direct lending opportunities originated by Deutsche Bank.

Evelyn Partners to host Personal Injury and Court of Protection Masterclass for Legal Practitioners

The full-day event, which runs from 9am to 5pm will include two networking sessions with attendees also able to request certificates of attendance after the event.

Three ways to improve current sentiment for AIM

Consequently, UK stocks listed on AIM will now have a 20% inheritance tax applied to them, as part of measures aimed at raising up to £2bn.

Biggest Polish Bank PKO Is Hiring to Boost Wealth Management Arm

The lender estimates its 50,000 private-banking clients have 120 billion zloty ($31 billion) in assets.

Private markets: Sarasin’s Alastair Baker highlights attractions of such alternative thinking for wealth managers

Private markets cover a wide range of investments such as private equity, private debt and venture capital, and have a long history.

Quilter welcomes Forseti Wealth Partners to its advice network

Founded by experienced advisers James Harvey and Archie Wilson, the London-based firm specialises in wealth management and tax-efficient planning.

M&G plc full year 2024 results

We are now moving into a new phase for the Group, where we will deliver sustainable and diversified growth across Asset Management and Life.

Julius Baer pays interim CEO $6.6 million in 2024

In 2023, Dreckmann’s predecessor, Philipp Rickenbacher, received compensation of 1.7 million Swiss francs in the wake of hefty losses the Swiss bank reported from its exposure to collapsed property group Signa.

Julius Baer to enter Italian onshore market

Julius Baer is expanding its presence in Europe by setting up a dedicated branch in Italy.

LGT sees 16 % increase in AuM while further investing in growth and digitalisation

LGT continued to invest in the further expansion of its international presence and technology platforms, making significant progress in both areas.

Close Brothers Shares Plummet as Margins Come Under Pressure

That’s slightly below the 7.1% it had in the six months ending Jan. 31 and it’s also less than the 7.2% analysts were expecting.

Phoenix to launch retirement advice service

The pension provider indicates that it will seek to enter the advice market as it looks to ‘leverage the opportunities that the retail market presents’.

Hampden Bank Moves to New Edinburgh Office and Rebrands

Hampden Bank is set to report continued growth in its 2024 annual results next month and will mark its 10-year anniversary in June.

Credit Suisse turned down takeover bids one year before collapse

Credit Suisse would have retained a 25% stake, and the new owners would have provided clients with financial products.

Wealth and Asset Management