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

Ten largest wealth managers now have nine tenths of clients

Covering the 2023/4 financial year, this figure is up by 19 percentage points from 70 per cent in 2022/23.

Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominantly in the Midlands.

EFG International announces sale of Harris Allday

Harris Allday is part of EFG Private Bank Ltd., EFG International’s UK subsidiary.

Neuchâtel Cantonal Bank defies margin pressure

This represents a turnaround in operating profit compared to the full year 2025. At that time, business profit had still plummeted by a good 18 percent to 78.6 million Swiss francs.

LLB Group reports strong half-year results

This result was driven by higher operating income, lower operating expenses, and broad-based growth.

Beyond the sale: turning a business exit into a new beginning

But an exit is not simply an ending. Properly prepared, it should also provide the foundations for what comes next.

Six investor questions for the final months of 2026

Economic surprises have been positive in the first half, in spite of geopolitical headwinds, while inflation has remained largely contained.

Quintet gives institutional business a sharper identity with QFS launch

Thomas Klein tells Funds Europe how its asset servicing and financial intermediaries business is poised for accelerated growth

Jersey Wins Best IFC Accolade at International Adviser Awards

The award builds on a strong year of industry recognition for Jersey’s international finance centre.

Geopolitics and government debt top wealth manager worry list

Corporate bond issuance linked to AI-driven capital expenditure also a concern

Lombard Odier, the 8-Generation House

Lombard Odier is itself an independent, multi‑century family‑owned partnership, spanning successive generations of its founding families.

Mattioli Woods renews Leicester Tigers partnership

Partnership renewed for the 2026/27 season, retaining naming rights to Mattioli Woods Welford Road Stadium

Titan Wealth acquires Channel Islands tax firm

The deal, subject to regulatory approval, follows Titan Wealth’s recently announced acquisition of Progeny International.

Iress UK earnings rise 43% in first half of 2026

UK CEO Alistair Morgan said investment in its Xplan platform was strengthening the firm’s position with larger UK wealth businesses.

Earnings season: From headliners to supporting acts

As US corporates report their second-quarter results, leadership is becoming broader, with gains increasingly driven by a wider range of companies rather than being concentrated in the largest technology stocks.

Charities stick to ESG investment focus despite pressure to boost returns

Most UK charities expect ESG to become even more important over the next three years, with many planning stricter exclusion policies and placing growing emphasis on the social impact of their investments, research from Rathbones shows.

Citi Investor Services Wins US$380 Billion Middle Office Mandate from Aegon Asset Management

As Citi realizes opportunities with asset managers globally, the mandate underscores Citi’s ambitions to scale growth on Aladdin

CEO banned for false and misleading statements made in attempt to buy bank and football club

During his time at BHAM, Mr Taylor made misleading statements and falsified information during 2 separate attempted acquisitions.

Quilter red flags Cirilium active funds for more poor returns

The failings of the £2.8bn active multi-asset range stand in contrast to its passive counterpart and the firm’s wildly successful WealthSelect MPS.

Confidence in UK economy hits 21 month-high and spending climbs 2.0 per cent in July, boosted by pubs, cinemas and staycations

Confidence in the strength of the UK economy reached 30 per cent in July – representing a 21 month-high and a six-percentage point improvement on June.

Wealth and Asset Management