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

MKC Wealth buys fund research and advice firm Yodelar

The acquisition of Yodelar, which combines fund and portfolio research with an advice arm, will bring MKC's AUM to £2.5bn.

Impax Asset Management Group plc Q2 AUM update

On 31 March 2025, the Company’s AUM totalled £25.3 billion, representing a decrease of 25.7% over the three-month period.

Hg private wealth offering surpasses $1 billion

The fund is now oversubscribed with a queue of clients waiting to access it, leading Hg to implement quarterly subscription caps to maintain its return target.

Invesco eyes £275m price tag for software provider Intelliflo

Aberdeen and private equity firm HG Capital are among those looking at the adviser back-office provider.

Sophie Kennedy: ‘Becoming CEO of a wealth manager at 33 didn’t faze me’

The co-CEO of EQ Investors has weathered Trump and the ESG backlash.

Julius Baer further streamlines its organisation to reinforce focus on clients and sustainable growth

With these changes, effective immediately, Julius Baer will enhance the delivery of a simplified and more efficient, client-centric organisation, while adhering to the highest risk standards.

Private bank Bergos announces family office solutions unit

Bergos Crossroad will also be available to customers who do not use Bergos for private banking.

OCBC partners UK's Office of Investment to drive sustainable foreign direct investments in to the UK

Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.

Indosuez Wealth Management plans to acquire Banque Thaler

With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.

Pictet promises smarter stock picks with new AI hedge fund

The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.

Eric Sturdza AM secures Finma licence

ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.

LGT wins 12 awards at the Euromoney Global Private Banking Awards 2025

This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.

Quilter Cheviot Europe launches three new funds

The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.

Arbuthnot Latham named Private Bank of the Year at the 2025 COLWMAs

We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs

Cazenove Capital named as ‘The UK’s Best Wealth Manager’ in the Euromoney Private Banking Awards 2025

We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.

Titan Wealth strengthens pensions offering with acquisition of Workplace Advice Group

Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.

Allfunds unveils Nextportfolio 4, a new proposition for Wealth Management powered by AI

Nextportfolio 4 builds on the modular and flexible nature of the tool, while leveraging data-driven depth analysis together with the power of AI, to offer timely and personalized insights at the click of a button

Mirabaud and AltamarCAM Partners launch an evergreen semi-liquid private equity strategy

The strategy represents a key achievement within the strategic partnership established by AltamarCAM and Mirabaud in 2021

Senior Channel Islands professionals join Citywealth International Financial Centre Awards judging panel

Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.

Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025

The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.

Wealth and Asset Management