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

Growth of new hubs challenges Swiss private banking stalwarts

In this dynamic environment, wealthy families have much more diversity in their choice of centres.

Our Insights into the Charity Market 2025

Let’s make 2025 a year of resilience and growth for your charity.

Annual finance update to explore global business opportunities

Following an opening address from Chief Executive Rupert Pleasant, Guernsey Finance's international Business Development team will take to the stage to discuss the current trends and business opportunities in their respective jurisdictions.

Foster Denovo adds £87m AUA with acquisition of Verum Wealth

It marks the firm’s seventh acquisition in just over a year

Julius Baer to sell its domestic Brazilian business to BTG Pactual

Julius Baer will continue to service Brazilian clients out of other locations and as such, the Brazil International business remains unaffected.

Azets Wealth Management to acquire chartered financial planner

Azets is an international business advisory group, with 9,000 local experts in 190 locations across six countries

Budget can spark wealth management reforms in UK

Now the dust has started to settle on the biggest financial policy shake-up in over a decade, let me explain why.

CaixaBank Group and Asset Management Divisions Reinforce Commitment to Responsible Investing

In 2024, a total of 3,051 signatories reported, managing “nearly $89 trillion in assets, underscoring the international significance of this initiative.”

Santander’s Asset Management Business Closes the Year at Record Levels

This performance suggests that by 2024, the company could exceed €17 billion in net inflows, compared to €9 billion in 2023.

Vontobel completes acquisition of client book from IHAG Privatbank

The transaction has a positive impact on Vontobel’s group net profit from day one and was financed out of Vontobel’s existing capital.

Pemberton Capital Advisors Optimises Portfolio Management with Broadridge Technology

Broadridge tech optimises Pemberton’s operational efficiencies and drives growth in its CLO and private debt business

Stock Market Turnover In 2024: Up In Switzerland, Down In Spain

The data on trading activity is an important indicator of investor sentiment and therefore of interest to the Swiss financial sector as a whole.

JM Finn shortlisted for three Citywealth Magic Circle 2025 award categories

Our firm is nominated for Private Client Asset Manager of the Year, and for individual categories the Tomorrow Club and Wealth Professional Awards.

This Is the Vision and the Investment Themes That Private Banks Will Prioritize in 2025

Investment ideas are closely aligned with their macro perspectives.

SimplyBiz founder Ken Davy given OBE

New Year's honour handed out for services to rugby league side Huddersfield Giants.

L’Exception Sold to Asset Management Firm AA Investments

It caps a rocky year for multibrand e-commerce platforms.

Deutsche Bank aims to boost fixed income trading in Americas

Ram Nayak, co-head of Deutsche Bank's investment bank, has announced a goal to boost fixed income revenue by 20% from 2023 to 2027.

HSBC keeps UK overweight into 2025

The private bank also expects private assets to play a big role this year and warns clients not to hold cash.

Former Julius Bär chair passes away

He was honoured with dedications in the Tages-Anzeiger and the Neue Zürcher Zeitung newspapers.

Alpian CEO: «Demand From Abroad Is Very Strong»

The milestone of CHF 100 million in assets under management was surpassed by midyear.

Wealth and Asset Management