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

Navigating the AI trade

At the same time, a relatively small group of businesses has become increasingly important to the performance of major equity indices.

P1 and PIMCO partner to open institutional grade retirement income solutions to UK advisers

The launch provides financial advisers first-time access to PIMCO’s UK Retirement Income Model Portfolios

Barclays gains approval to offer Targeted Support

The approval marks an important step in Barclays’ ambition to help close the UK’s investment gap by giving more customers the support and confidence to make informed investment decisions.

Bottom Line: Taking Asia’s wealth story to London

In some ways, it felt rather like awards season, which fittingly kicks off this month.

MPS assets set to pass £250bn as adviser demand grows

Third-party models now account for 28% of total advised assets on adviser platforms.

Ukraine’s wartime innovation draws family office interest

Family offices are exploring Ukraine’s fast-growing defence and technology ecosystem, betting that innovations forged in war can produce lasting private market opportunities

Finance centres urged to build trust as global uncertainty grows

The session also looked at how trust in family relationships is created, how families can focus on their ‘sphere of competence’ to seek opportunity in a shifting landscape and the enduring value of expert advisers in an age of AI and informati

Switzerland’s wealth tax is nice earner for the cantons

On an annual basis, the 26 Swiss cantons generate roughly some SFr5.5bn with the wealth tax. Year after year.

JM Finn Joins BLCC as Patron Member

JM Finn is independently incorporated in the UK and is part of the wider Delen Private Bank & AvH group.

Top 10 Best Private Banks In Switzerland 2026

The picture that emerges is a Swiss private banking sector in consolidation mode, where the old assumptions about size equaling safety no longer hold quite as neatly as they once did.

UBS merger rumors: A defiant act? Not at all!

In the case of UBS, the parameters have deteriorated significantly in recent days.

Schroders provides update on Nuveen takeover timeline

Proposed acquisition was first announced in February

Italy Sells 8 Billion Euros in New October 2038 Green BTP

The order book for the new government bond closed in excess of 112 billion euros, including 2.85 billion euros in joint lead manager demand, the same bank said.

Investment booms outweigh challenges

This will be a drag on economic growth, especially next year.

Wealth manager backs inaugural scaleup awards

The event will also reunite founders and business leaders from across the programme’s alumni network, highlighting their achievements and contribution to the regional economy.

BBVA Private Banking in Spain exceeds the client targets of its strategic plan

This growth is accompanied by an increase in assets under management.

Wealth transfer: how the next generation is reshaping private banking

Transferring wealth between generations remains a delicate exercise, and yet a Lombard Odier study found that fewer than one quarter of wealthy families have put a structured long-term plan in place.

EFG resolves longstanding legacy litigation

The settlement constitutes another important milestone in resolving legacy matters and in further de-risking EFG’s balance sheet.

BNP Paribas Asset Management implements its new organisation to accelerate growth and the delivery of its 2030 strategic plan

It aims to accelerate the execution of the 2030 strategic plan while enabling BNP Paribas Asset Management to fully capitalize on the broader BNP Paribas ecosystem.

CD&R and Warburg Pincus in joint bid for Canaccord Wealth, sources say

There has been a string of deals in the UK in the wealth management and financial advice market in recent years as firms look for greater ‌scale ⁠and attempt to capitalise on rising demand for wealth services.

Wealth and Asset Management