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

Entrepreneurial wealth in motion

As we navigate this landscape, Guernsey continues to offer a calm, stable and forward-thinking jurisdiction for wealth management - a valuable constant amid global change.

Swiss Private Wealth Update: Inheritance Tax Referendum, Trust M&A and PTC Planning

Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies.

Raiffeisen Bank International and ODDO BHF deepen partnership in mergers and acquisitions for clients in Austria, Central and Eastern Europe

Expanding ODDO BHF’s sector expertise in corporate finance in the areas of energy, infrastructure, and consumer

Standard Chartered plans to reopen private bank in Switzerland – report

This news follows the bank’s winding down of its Swiss private banking arm about a decade ago after it failed to find a buyer for the business.

WH Ireland shares soar as wealth peer Team confirms all-share bid

WH Ireland said Team is considering an offer of 0.195 of a Team share for each WH Ireland share.

UBS delays migration of ultra‑high‑net‑worth Credit Suisse clients – report

The delay interrupts the bank’s integration process and raises doubts about meeting its end‑March target for migration of all clients.

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.

Wealth and Asset Management