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

Wealth manager charts new course with rebrand

The firm will continue to provide advice on investments, pensions, retirement planning and family wealth, serving individuals, families and business owners across the North East and beyond.

Proskauer Advises Ares, BlackRock, Pemberton and Investec on Sumer Group Refinancing

The transaction values Sumer at approximately £1 billion in enterprise value.

Cinven Weighs Sale of UK Wealth Manager True Potential

The private equity firm held early talks with possible advisers about a transaction, according to the people.

From operational foundations to customer value. The next challenge is scalability!

Italian private banking continues to show significant growth prospects.

Orchestrating intelligence: solving data and AI sprawl for asset owners

Moving from fragmented data pockets to a domain-aware control plane for better investment decisions.

Structures for the Great Wealth Transfer: comparing family succession vehicles

Transferring wealth from one generation to the next is likely to trigger material inheritance taxes if left until death.

Partners : Societe Generale Assurances, and Societe Generale Private Banking launch a private infrastructure fund available through life insurance policies

For investors, infrastructure represents a diversifying asset class.

Federal Council meets with the President of the Board of Directors and the President of the Governing Board of the Swiss National Bank

Suntera strengthens UK fund services proposition with acquisition of Thornbridge Investment Management LLP

The acquisition adds an experienced team of 13 professionals in the UK, as well as a number of external consultants and advisers.

ATP signs global partnership with Julius Baer

Swiss firm is first official Partner of the ATP Coaches Programme

Rothschild & Co’s Swiss Wealth Management business wins ‘Best Private Bank for Succession Planning in Switzerland’ at Global Private Banking Awards 2026

As a family-controlled group now in its seventh generation, succession planning is both a client service and a core part of our own story.

BEKB integrates its IT subsidiary aity AG

As part of developing its Strategy 2030, BEKB conducted an in-depth review of its organizational and technological structure.

Wealthspire’s Ground Control Business Management Acquires London-Based Black Frame Consulting

Acquisition adds specialized music and global touring expertise to Ground Control’s U.K. business management platform

CaixaBank, recognised as the Best Private Bank for Innovation in Europe and the Best Private Bank for Family Offices in Spain by The Banker/PWM (Financial Times Group)

In addition, CaixaBank Wealth Management has been awarded as the Best Private Bank for Family Offices in Spain 2026, which distinguishes the subsidiary OpenWealth, the largest multifamily office in Spain.

Wealth and Asset Management