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

Global Finance Names The World’s Best Private Banks 2027

The 2027 awards reflect the increasing sophistication of private banking

Quilter Foundation announces £3.5m five-year financial education partnerships

Money Ready will receive £1.1 million over five years, extending its long-standing partnership with the Quilter Foundation to 17 years.

Sarasin Asset Management launches US Client Model Portfolio Services for UK advisers

The model portfolio service (MPS) provides an all-in-one investment solution covering asset allocation, fund selection and risk management, with portfolios managed within clearly defined risk parameters.

J. Stern & Co. confirms completion of deal combining Swiss subsidiary J. Stern & Co (Switzerland) AG with bvo Capital SA

The combination builds on a common investment philosophy of long- term investing in quality equities, based on our own research, reinforcing our strengths in active management of concentrated global equities.”

Praxis private wealth talent recognised among industry's next generation of leaders

Caitlin Burgoine, a Supervisor in Guernsey, joined Praxis three years ago in her first professional services role and has progressed through successive promotions.

Hawksford’s Darren Kelland recognised in Spear’s Trusts, Structuring & Offshore Index

With over two decades of experience under his belt, he is a trusted source of expertise in matters concerning succession planning, asset protection and family office solutions.

Financial Planning Is Not Just for the Wealthy

It is rarely the couple juggling a mortgage and school fees, the young professional trying to build savings, or the family wondering whether they are doing enough for the future.

Lazard Completes Its Acquisition of Campbell Lutyens and Launches Lazard CL, the Global Leader for the Next Era of Private Capital

The establishment of Lazard CL marks a milestone in the Lazard 2030 strategy to deliver long-term, profitable growth, expanding the solutions provided to clients and further diversifying the firm’s revenue.

ING brings Private Banking to Spain and Italy

Combining digital investing with personal advice, the new services let clients choose how hands-on they want to be.

Proskauer Advises Groupe Premium on Acquisition of Sanso Longchamp AM

The combined business would offer a broader range of investment solutions to individual investors, financial advisers, family offices, religious foundations and congregations, as well as institutional investors.

OFFSCREEN 2026: changing how we look at art, wealth and passing it on

Beyond artistic creation, this edition highlights the place of art collections in family wealth and the importance of documenting them for future generations

Autumn Budget 2026: Key tax changes for high-net-worth individuals, businesses, and investors

But for high-net-worth individuals there were few headline announcements that are likely to have a significant impact on their personal finances, although business owners may have more to unpick.

Julius Baer launches new share buyback program

The expenses for the share buyback will be charged to CET1 capital during the term of the program.

Utmost Autumn 2026 Navigator Analysing the implications of the UK Autumn Budget, changes to the Mbappé Law in Spain and the role of AI in wealth planning

They look at recent tax reforms in Chile and proposed changes to life insurance under France’s draft 2027 Finance Bill, including questions over their compatibility with EU law.

Wealth and Asset Management