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

Amundi and ICG launch first jointly developed Evergreen Private Equity Secondaries strategy

The Fund has already completed its first investment, establishing the portfolio with high-quality, high-growth assets across the United States and Europe.

Fairstone expands in Sussex with latest acquisition

Foundation’s partnership period has completed with the firm now becoming a full part of Fairstone.

BBVA launches Global Wealth, its new global offering for high-net-worth clients

The launch marks a step forward toward a common, recognizable identity across all markets

UBS expands cooperation with Northern Trust

UBS is transferring Credit Suisse's former fund administration businesses in Switzerland and Luxembourg to Northern Trust.

Kestrel agrees to buy Irish wealth manager Kinsale Capital

The acquisition forms part of Kestrel’s strategy to develop an independent wealth management platform in Ireland

Sarasin & Partners strengthens AIM offering with Stellar Asset Management partnership

Under the new arrangement, Stellar will provide Sarasin with its AIM model outputs, alongside investment research and specialist market insight.

Cinerius gains Franz Martz & Söhne as a partner and exceeds 20 billion euros in client assets.

Thanks to strong organic growth and transactions currently being finalized, the Cinerius Group will surpass the 20 billion euro mark in assets under management for the first time.

DWS to Acquire Peakside Capital Advisors, Expanding Its Value-Add and Opportunistic Real Estate Capabilities

The transaction is expected to close by year-end 2026, subject to regulatory approvals and other customary closing conditions.

Verdi seeks six percent more pay for private-bank employees

Any agreement should also be extended to employees paid above collectively negotiated rates.

Wealth manager eyes landmark after revenue lift

They add the progress leaves the Sunderland-headquartered operator – which has offices across England, Scotland, Wales and Northern Ireland

Julius Baer announces CHF 600 million share buyback and revised dividend policy

The program permits the repurchase of shares in Julius Baer Group Ltd. with a total value of up to CHF 600 million.

Expansion of the operational structure

The Valais Cantonal Bank is entering a new phase in its development.

Hawksford formally establishes unified Luxembourg business

As a result of the acquisitions, Hawksford now has a headcount of more than 70 sector professionals in the jurisdiction.

Partners Group evolves established private equity evergreen strategy to offer greater investor flexibility

The strategy plans to move to an umbrella fund with two sub-portfolios that are designed to give investors greater flexibility in how they allocate to private equity over time.

Norion Bank takes the next step in establishing Norion Wealth Management

The planned integration of the businesses will create the foundation for a client-centric offering, an efficient organisation and closer collaboration with the bank’s other business areas.

Fairstone tops £23bn as acquisition drive accelerates

The results underline the continued pace of consolidation across the advice sector, with Fairstone’s acquisition-led growth strategy remaining a key driver of expansion.

Fidelity Wants to Channel Europe’s Trillions in Savings Into Capital Markets

Europe is a vast market for the global asset management industry.

Lync Wealth Management strengthens West Midlands presence with acquisition of TKV Financial Management

Existing clients will continue to work with the same trusted advisers and support team based at TKV's Kingswinford office.

St. James’s Place evolves alternatives offering with Diversified Assets Fund proposed for wind-up

By acting now, SJP aims to protect clients' interests and ensure all clients are treated fairly and consistently throughout the process.

Rothschild & Co Global Advisory named ‘Financial Adviser of the Year’ by Mergermarket

These recognitions reinforce our position as a trusted adviser to private equity investors and companies across Europe

Wealth and Asset Management