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

LGT WM takes profit hit in year of heavy spend

Increased staff costs in 2024 meant profits slipped, although revenues were significantly higher.

SJP on the hunt for director to lead HNW push

Job ad looks for expert to shape proposition for clients with between £2m and £10m to invest.

Wealth Dynamix technology selected by Groupe Premium to consolidate and accelerate its wealth management business

This collaboration marks a key milestone for Wealth Dynamix, which is introducing its cutting-edge expertise in Client Lifecycle Management (CLM) to the French wealth management market.

Quilter welcomes new cohort of interns through Early Careers programme

The programme offers interns a rich blend of experiences, including workshops, upskilling sessions, ‘lunch and learns’ with different business areas, and a group project designed to bring fresh insights to the organisation.

Family Offices Accelerate Their Professionalization and Diversification Amid Geopolitical and Regulatory Uncertainty

Family offices intensify their diversification and professionalization in response to geopolitical instability and regulatory changes

Praxis deepens yacht services offering with new strategic partnerships

The partnerships with Travel Cue and MIMO Connect, represent a natural evolution of Praxis’ holistic approach to yacht and crew management.

Utmost Group plc announces its HY 2025 Results to 30 June 2025

Utmost Group delivers strategic and financial progress, with strong momentum in both businesses

Nordea ETF ICAV Becomes New ETF Issuer at SIX Swiss Exchange

NAM expands access to its investment and ESG expertise by launching the first two active ETFs from its BetaPlus Enhanced Sustainable Equity range.

Baloise achieves very strong half-year results and makes significant progress in implementing its refocusing strategy

We were able to further optimize our core business, improve the combined ratio, increase profitability, and generate an annualized return on equity of 15.5%.

Prospera: SEB ranked number one by Nordic institutional investors

The overall ranking is based on results across 13 categories

Atomos partners with Fincalc for new digital workflows

Atomos said the partnership supports its ambition to become a leading wealth management and financial planning firm

UniCredit selects FNZ to transform its securities services offering

This agreement expands FNZ’s European footprint and underscores the strength of the business already trusted by more than 650 financial institutions worldwide.

Strategic growth journey continues for AAB

This deal represents AAB Wealth’s fourth acquisition in the last 15 months as it continues its longer-term momentum to scale rapidly across the UK.

Indosuez expands Ticino location with banker team

Indosuez aims to position itself as a leading partner for entrepreneurs, families and private customers in the Italian-speaking part of Switzerland in its home market.

Private markets give banks an operational headache

Private markets are still geared to institutional investors making large subscriptions.

Hargreaves Lansdown opens up access to private markets through pensions

The funds invest in private assets that can potentially generate higher returns, as well as public investments that are easier to sell.

Meet Kingdom Group: the fast-growing UK-based services provider that covers everything from security to healthcare

The firm is still founder-owned and led. CEO Terry Barton shows no sign of slowing down – Kingdom now supports more than 5,000 customers and employs around 11,500 people.

Investors more concerned about wealth transfer than returns

The research also showed investment returned mattered less for the company’s clients.

iCapital Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds

Strategic investment underscores iCapital’s commitment to create a more robust secondary market experience.

Schroder Investment Solutions expands distribution reach of Model Portfolio Service

Each range includes between six and nine model portfolios, covering a broad spectrum of risk profiles, all with an annual management charge of only 15 basis points.

Wealth and Asset Management