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

Hoxton Wealth secures over £1mn in tax refunds

The firm said recovered funds can play a key role in helping clients bolster retirement savings, fund education, or reinvest in other financial goals.

Arbuthnot Latham invests in catastrophe bonds for their lack of correlation

Like many other investors and investment managers, Arbuthnot Latham has been seeking out diversification in recent months, as it noted correlated market volatility across many asset classes.

Capital punishment: How Swiss bank reforms could hit UBS

Bank’s year-long tussle with government will come to a head with proposals to be unveiled on Friday

London & Capital and Waverton Investment Management officially combine as W1M

W1M manages over £21 billion in assets, placing it among the UK’s largest wealth managers.

Wealth Management Market Study identifies size of the HNW international life insurance market for the first time

This landmark Market Study unveils for the first time the size of the rapidly growing HNW international life insurance market.

Julius Baer sets focused strategy to unleash its full potential through disciplined execution

The Group further shares its strategic agenda and priorities, and a new set of financial targets for the upcoming three-year period commencing in 2026.

HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience

As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering superior client experience powered by leading digital solutions.

Wittmann woos family money with bold predictions

Central to their decision-making, amid today’s re-configurated geopolitical reality, is the position of Germany and the new leadership in Berlin.

Private banking: a changing of the guard in the industry

Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them.

Schroders UK Financial Adviser Pulse Survey 2025: Wealth transfer emerges as priority issue for advisers in response to government proposals

The survey was conducted post ‘Liberation Day' amid significant market volatility.

Evelyn-owner targets bank partnerships in private markets push

Citywire understands Permira is working on an evergreen credit fund, but executive chairman Kurt Björklund says focus is on getting the right products to the right clients.

Outsourcing drives wealth management growth but clients pull cash

Discretionary wealth management market stood at £1.1trn at the end of last year, up 11% year-on-year

Shackleton buys IM Asset Management from Irwin Mitchell

IMAM and TWP together have 20 advisers, serving about 1,600 clients and managing approximately $1.8bn in funds.

Blackrock Switzerland CEO Dirk Klee: “Europe must deliver now”

This uncertainty presents us with an opportunity to underscore our role as a reliable local partner with a global presence while simultaneously identifying new investment opportunities.

UK wealth market tops £1.1tn on outsourcing boost

New business also played a major role, as more financial advisers opted to outsource investment management.

Channel Island winners of Citywealth Magic Circle Awards 2025 announced

BBC News presenter Rich Preston hosted the evening and funds were raised for Magic Breakfast – a charity that delivers free breakfasts every morning to underprivileged school children.

Global Single Family Office Market Tops $4.67 Trillion, Sets Sights on Public and Private Equity

With Intelligence Single Family Office Asset Pools 2025 Report Delivers Comprehensive Analysis of Investing Trends Across More Than 3,000 Family Offices

Fidelius merges with TJP to accelerate UK growth strategy

The combined business will include 50 advisers and generate annual revenues of more than £30m.

Evelyn Partners Becomes Official Wealth Management Partner of Saracens Rugby Club

Wealth manager's bespoke education programme will help players from one of the UK’s leading rugby union clubs tackle their personal finances now and for the future – a move designed to level the playing field between the financial outcome

UBS Asset Management reaches agreement to sell its O’Connor business to Cantor Fitzgerald

The sale includes O’Connor’s six investment strategies with ~USD 11bn in assets under management

Wealth and Asset Management