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

Utmost launches Summer 2025 edition of Navigator exploring the rise of alternative assets

The Technical Spotlight of the Summer 2025 edition explores the rise of alternative assets and private markets

Mirabaud’s Aeshlimann embraces client evolution amid targeted growth plans

Mirabaud Group senior managing director Lionel Aeschlimann details his growth plans including the digitalisation of the wealth management business

Octopus team sets up sustainability firm Groundswell

Supporting asset management and private market companies move from a siloed sustainability function to an integrated capability

Partners Group reports solid AuM development in H1 and reconfirms full-year guidance

On the client side, we saw solid demand, despite a broadly muted fundraising environment.

Nature-positive investments gain traction

The private sector is providing some leadership, successfully turning nature-based challenges into business and investment opportunities.

UK private banker Coutts ‘tilted towards risk’

The bank opted for US and Japanese stocks and styed the course as markets swung wildly.

Zuger Kantonalbank presents successful half-year results 2025

This growth was evident across all business areas and underscores the bank's broad-based profitability.

COO Transformation: Mastering Complexity in Wealth Management

This study empowers COOs to become transformation architects, mastering complexity with behavioral insight and strategic foresight.

SJP to implement new charging structure next month

The move appeared to have been prompted by the Financial Conduct Authority’s increased focus on fair value for customers as part of its Consumer Duty work.

Celebrating its 20th anniversary: Fondation Lombard Odier launches funding programme for international environmental projects

Building on two decades of experience in targeted project funding, from 2025 the foundation will support international initiatives that combine climate protection with tangible social benefits.

Banque Pictet and SIX Conclude Landmark Pilot to Tokenize and Fractionalize Corporate Bonds

This initiative, which took place on the SIX Digital Exchange (SDX), marks a significant milestone in bridging traditional capital markets with the efficiencies of digital asset technology.

Carlyle targets wealth managers with Clearstream partnership

Clearstream’s private markets services include order routing, settlement and asset servicing.

Julius Baer Global Wealth & Lifestyle Report 2025: Top 10 global cities for living well

Even before this point, though, the world was bracing itself for a global trade war, geopolitical tensions were high, and consumer spending was slowing.

Sumitomo Mitsui Trust Asset Management launches Singapore subsidiary

The new entity, now operational, marks Sumitomo's first office in Asia, complementing its existing locations in London and New York.

Jersey Finance Expands Private Wealth Network

Guests included US-based advisers who came together to discuss key challenges and opportunities facing ultra-high net worth individuals and family offices in 2025.

Julius Baer: Luxury loses lustre for rich despite wealth growth

Singapore and Hong Kong remain among the most expensive cities for high net worth individuals, whose spending patterns, shifted notably last year.

German Finance Minister attacks Andrea Orcel

Unicredit made a major investment in Germany's second-largest private bank in the fall.

Fourth Quarter FUMA Update

The Board anticipates the full year performance to be in line with market expectations.

CCLA sold to Jupiter Fund Management for £100m

In addition to charities, CCLA also serves religious institutions and local authorities. It has total funds under management of over £15bn.

Mark Dampier: Should wealth managers do more to justify their fees?

Now, I’m not one to throw stones from a glass house, but one friend’s portfolio gave me pause.

Wealth and Asset Management