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

Geneva boutique gets its Finma licence

Spring Investments' fund has busted through the Finma threshold, prompting the firm to get a new licence.

Launch of the Piguet Active Prévoyance 60 LPP fund

The fund will implement a diversified investment strategy combining traditional asset classes — equities and bonds — with real estate and alternative investments.

Credinvest Bank awarded for service excellence: a recognition that strengthens Ticino's role in private finance.

The Lugano-based institution wins the title of best customer service in Switzerland at the Euromoney Private Banking Awards 2026, confirming a strategy based on tailored advice and long-term relationships.

CFM Indosuez completes acquisition of BNP Paribas Wealth Management clients in Monaco

The bank said the acquisition reinforced its ability to serve a demanding local and international client base, with a particular focus on ultra-high-net-worth individuals.

SJP celebrates 5,000th business sale deal

Initially designed to enable Partners to sell their businesses outright, it now also supports partial sales, management buy-ins and adviser ownership.

Quilter Cheviot Europe appointed investment provider for the Executive Retirement Master Trust

The master trust is aimed at business owners, directors and senior executives.

SIX Reports Strong Operating Results for 2025

Net operating income grew by 4.7% (5.4% at constant exchange rates) to CHF 1,496.5 million.

Results of today’s Annual General Meeting EFG International

At today’s Annual General Meeting (AGM) of EFG International, shareholders approved all the motions proposed by the Board of Directors, including the payment of a dividend of CHF 0.65 per share.

Quilter Academy celebrates graduation of latest cohorts after 124 new advisers qualified in 2025

Quilter chief executive Steven Levin and academy director Chris Jones addressed the group, outlining the importance of continued professional support as graduates begin their careers in advice.

What impact will the new Federal Reserve Chair have on your investments?

Kevin Warsh may need to reassert the US central bank’s independence, but his dovish stance could be positive for equities.

Double Recognition for Hoxton Wealth at the Professional Adviser Awards 2026

Winning Best Adviser Website highlights Hoxton Wealth’s commitment to making financial planning more understandable and accessible.

Vontobel shuns evergreens relying on ‘honeymoon’ secondaries uplifts

Thomas Bischoff says the Swiss bank avoids private markets funds that use NAV squeezing to generate short term performance spikes.

BDCs and Wealth Managers Most Vulnerable to AI-Driven Credit Risk

Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.

Double Recognition at WealthBriefing European Awards 2026

The Wealth Planning Team was recognised for its outstanding ability to manage complex, cross-border mandates for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

GAM Alternatives Fund managers call on Liontrust Asset Management to commence immediate strategic review

887 Billion Francs: Independent Asset Managers Rival UBS in Switzerland

Measured by assets under management, the more than 1,300 independent asset managers (IAMs) in Switzerland operate in a league that is often underestimated even by seasoned observers of the financial center.

Marina Cristiani Wins Silver at the 2026 Citywealth Powerwomen Awards USA

The Citywealth Powerwomen Awards USA celebrate leadership, innovation and progress towards greater equality across the financial services industry.

Private banking awards national winners 2026: Netherlands

In 2025, its fee income rose 20% year-on-year and net flows increased 139%

The Intelligent Allocator: the cost of hedging - a certain price for an uncertain payoff

The instinct to act is not irrational, but it can be expensive, and this expense can go unnoticed.

Saffery Private Wealth Team wins three categories at the WealthBriefing Awards 2026

These awards celebrate the depth of expertise, technical strength, and consistently high-quality client service delivered by our Private Wealth specialists.

Wealth and Asset Management