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

Why rethinking wealth management through a long-term lens supports generational continuity

Lombard Odier stands out by virtue of its unique governance model.

Deutsche Bank achieves positive ESG rating results in 2025

With the four leading rating agencies the bank was able to either significantly improve its results or strengthen its already high rating with an increased total score.

HSBC agrees to pay £260m to settle dividend fraud case in France

Several large France-based banks have been under investigation over their alleged use of a scheme to avoid certain taxes linked to the payment of dividends.

Greece emerges as a magnet for the world’s ultra-rich

The report points to a sharp rise in cross-border relocation among high-net-worth individuals-defined as those with assets exceeding $1 million.

LGT Global Outlook 2026: A “world in mid-sentence,” as investors navigate recalibrating markets

The Outlook identifies three key themes for 2026 that are particularly relevant for diversification decisions.

Brooks Macdonald combines Distribution and Investment teams

The new structure will enable closer collaboration across the organisation, allowing Brooks Macdonald to work more effectively and efficiently to serve its existing clients, broaden client reach, and maximise its investment expertise and performance.

Hoxton Wealth’s Ball: Advisers must prioritise client relationships this year and embrace AI

Ball added that the increasing role of AI in 2026 won’t necessarily be disadvantageous

DJH forms wealth management joint venture with Perspective Financial Group as it targets £100m revenues

The move will give the firm's clients access to 200 experienced wealth advisers in retirement planning, pensions and protection planning, working alongside its existing team of inheritance tax, trusts, wills and probate specialists.

Saxo Reaches Key Milestone with DKK 1 Trillion in Client Assets

The bank has experienced remarkable growth in client assets in both its direct client segment and its institutional business.

Lismor Capital Acknowledged Among the Fastest-Growing Wealth Management Firms of 2025

The recognition forms part of a wider industry awards programme highlighting firms that have demonstrated exceptional growth, innovation and client focus within private wealth and asset management.

December: A strong end to 2025

Global stocks resumed their ascent in December, notching all-time highs in dollar terms.

Julius Bär Gruppe AG: How a Quiet Swiss Wealth Engine Is Being Re?Engineered for a New Era

Private banking used to be about marble lobbies, discreet meetings, and opaque products.

Elston launches multi-platform smoothed MPS

The investment management fee is 0.15 per cent and the underlying OCF is 0.40 per cent-0.46 per cent depending on risk profile.

JM Finn shortlisted for Investment Management Firm of the Year

Firm among finalists at Citywealth Magic Circle Awards 2026.

UBS Bets on Unified Leadership to Unlock Post–Integration Value

The integration of Credit Suisse has always been less about branding and more about systems.

Private markets in 2026: M&A and wealth to continue driving growth

Private markets have taken a central role in global asset management and 2026 will see greater momentum behind the expansion of this market in the wealth space.

Meeting the evolving needs of high net worth borrowers

Income streams can be diverse and often fluctuate year to year, from dividends, carried interest, rental income, or business profits.

Portfolio managers of three GAM-managed special situations funds publish open letter on Yutaka Giken tender offer

Albert Saporta and Randel Freeman call for full transparency on the fairness analysis and a materially improved price to protect minority shareholders

UK Wealth Management Industry Report 2025: Investor Insight, Resident Savings and Investments, Digital Disruptors, Recent Deals

The UK wealth market offers opportunities in retail savings and investments, with a focus on affluent segments holding significant liquid assets. Deposits remain key, growing steadily.

The great partnership: why asset and wealth managers must act as one

For decades, asset and wealth managers have co-existed separately.

Wealth and Asset Management