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

Marcuard Heritage Expands Shareholder Base

For Marcuard Heritage founders Sinan Bodmer and Adrian Guldener, the expansion of the shareholder base also forms part of a succession plan.

Cornèr Bank announces full acquisition of Lugano wealth manager

The bank already took a 30% stake in Finpromotion in 2022.

Guernsey Private Wealth Forum identifies education and communication as the key to supporting the next generation of wealth creators

The London-based conference featured two panel sessions, addressing the theme From Startup to Legacy: Building and Preserving Wealth.

Northern Trust Selects Broadridge Global Class Action Services

Northern Trust unlocks greater asset recovery opportunities and investor participation, helping enhance client returns

Asset Servicing Volumes Surge 25% YOY, Triggering a New Era of Automation and Efficiency, New Broadridge Study Finds

The study draws insights from over 270 industry leaders worldwide on the innovation, priorities and challenges that are shaping the future of asset servicing.

Bank Frick Joins GenTwo's AMC Creator, Enhancing Digital Assets Capabilities and Providing EU Access

With a comprehensive in-house infrastructure covering issuance, custody, paying agent, and collateral services, Bank Frick contributes proven expertise and regulatory strength to the platform.

Canaccord Genuity in early talks over possible sale of British wealth arm, sources say

The CEO of the unit, known as Canaccord Wealth, has held meetings with private equity firms recently about a potential sale, said the people, who declined to be named as the information is not public.

CaixaBank strengthens its Private Banking division with an expanded vision of wealth management and a new brand: CaixaBank Wealth Management

The new term, CaixaBank Wealth Management, reflects the bank’s strategic vision of offering a broader service than traditional private banking.

Nucleus Group’s Third Financial signs landmark deal with Titan Wealth

The landmark deal will run for an initial term of five years and is the largest ever signed by Nucleus and one of the biggest deals of its kind in the industry.

Generational wealth transfer set to shift trillions

Together with financial investments, these factors form the top three sources of wealth globally.

Utmost Wealth Solutions launches Autumn 2025 Navigator with focus on controlled distribution

The Spotlight examines how insurance-based wealth solutions offer a powerful and flexible way to achieve this and explores how these products are being used to structure wealth transfer in Spain, Belgium and Luxembourg.

Guernsey Private Wealth Forum identifies education and communication as the key to supporting the next generation of wealth creators

Emerging sectors such as technology, sport, social media and entertainment are driving demand for more tailored and innovative solutions.

Bank of America, Rothschild & Co dominate Q1-Q3 2025 European M&A advisory

Rothschild & Co advised on 81 transactions and Bank of America advised on deals worth a total of $49.4bn.

ABN AMRO MeesPierson: Innovator in Entrepreneurial Wealth Strategy Excellence Belgium 2025

The bank recognises that entrepreneurial wealth management extends beyond a business exit, supporting clients at every milestone of their professional and personal journeys.

7IM: Investment Update

Global growth, falling interest rates, and lower commodity costs have all contributed to a more optimistic outlook.

AFH Wealth Management publishes first IFA acquisitions white paper

The white paper features the results of an independent survey, conducted by Goodman Lantern, which sought the views of IFA owners, management teams and senior advisers across the UK.

Tatton sees net inflows of £1.68bn as adviser numbers rise

The investment management and IFA support services business experienced organic net inflows averaging £281m per month.

Highvern Evolves fiduciary services into private capital offering

The launch follows the long-term investment by a single-family office and combination with Permian in the Nordics in mid-2025, a partnership that has enabled HIGHVERN to expand its footprint and evolve its services in line with the ambitions of today&

Brooks Macdonald First Quarter FUMA Update

Total assets under advice were £5.3 billion (30 June 2025: £5.3 billion), of which £2.4 billion are Advised only assets.

Lombard Odier relies on entrepreneurial spirit in Zug

Despite a promising start, the bank believes it is still far from reaching its goal.

Wealth and Asset Management