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

Schroder Income Growth Fund plc - Full Year Results

This year marks the 30th consecutive year of dividend increases, maintaining AIC dividend hero status and demonstrating a resilient investment approach.

FNZ Raises US$650 Million from Existing Institutional Shareholders to Support Its Long-Term Business Plan

This provides further financial strength to support its long-term business plan and its commitment to delivering enhanced outcomes for clients worldwide.

DFM launches MPS for US citizens caught in tax ‘catch-22’

David James Wealth USA has launched a model portfolio service for US citizens living in the UK facing the risk of double taxation on their fund investments.

Farrer & Co advises James Hambro and Partners on minority investment by Bixby Wealth Solutions

The transaction involves Bixby acquiring equity from JH&P’s external shareholders and select founding-generation partners, alongside a direct capital injection into the business.

One Four Nine Portfolio Management surpasses £800m AUM

The One Four Nine MPS range was launched in 2021 and has achieved an Expert Rated 5-star ranking in 2024 and 2025 from Defaqto.

Wealth Manager Jordan Kirkbride Partners with Kamran Naqvi to Advise Athletes

This alliance has positioned the firm as a front-runner in the wealth management space for UHNW individuals.

Howden to acquire the employee benefits consultancy arm of Evelyn Partners

The acquisition strengthens the scale of Howden’s corporate health and employee benefits offering in the United Kingdom and is an additional step forward in its strategy to invest in expertise for the benefit of clients.

UBS delays migration of some super-rich Credit Suisse clients, sources say

The delay signals that the bank could struggle to meet its end-of-March deadline to complete the migration of all clients with an account in Switzerland.

Wealth management and the tokenised future

With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.

Quilter Cheviot adds to global equities as part of MPS rebalance

The rebalance was carried out prior to the strong returns seen from markets in October.

Great wealth transfer redefines family business landscape

A global handover of wealth and control is reshaping family-run businesses, yet many are falling short in communication between different generations

Private banking: Fideuram Direct launches in Belgium and Luxembourg

The offering will be progressively enhanced with new features and investment options.

European office market: Challenges and opportunities in a shifting landscape

The European office market has gone through a dramatic transformation over the past five years.

Schroder Oriental Income Fund Limited - Full Year Results

The Company is on track to achieve AIC dividend hero status on the completion of 20 years of consecutive dividend growth next year.

A Geneva Wealth Manager Testing Zurich’s Waters

The transaction, already approved by Finma, brings Amasus’ entire client base under the Amadeus brand.

Partners Group and Banco Bilbao Vizcaya Argentaria launch Evergreen fund

Partners Group has positioned itself as the preferred provider of solutions for private markets.

W1M set to seal deal for £2bn DFM Vermeer

W1M is understood to be close to acquiring Vermeer Partners, which was set up by Cheviot founder Michael Kerr-Dineen seven years ago.

Asset managers support launch of free standards hub

The platform hosts a library of fund documentation templates, KPI frameworks, due diligence checklists and other resources that any industry participant can access, use and contribute to, free of charge.

Azets Wealth Management to acquire Evans Falco

Deal strengthens Azets Wealth Management’s team and specialist expertise, with expansion in the South West

Erste review: Broker wins seven international awards, reinforcing CEE private banking leadership

Its focus on sustainable investing, supported by a unified Chief Investment Office and ESG-integrated research

Wealth and Asset Management