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

Carlyle buys wealth giant Intelliflo

Private equity powerhouse targets the tech provider for its latest purchase

Rothschild & Co Hit by Volatile Markets

In the first half of 2025, the bank posted a sharp drop in profit amid restructuring and turbulent markets.

Sygnum and Incore Expand Partnership to Scale and Future-Proof B2B Digital Asset Banking

Sygnum and Incore were among the first banks in Switzerland to receive FINMA approval for digital asset banking services.

Lombard Odier reports half-year 2025 results

First-half operating income stood at CHF 678 million, up 2% year-on-year, driven by a 6% increase in commissions.

Why it is not just high net worth individuals departing the UK

These people are also going away and these are actual UK taxpayers.

17 JTC Employees Make the Citywealth Leaders and International Powerwomen Top 100 Lists

The Citywealth Leaders List is a directory of the leading individuals in the international private client and wealth management sector.

The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great

The biggest intergenerational wealth transfer in history is about to happen.

LGT reports strong rise in profit in the first half of 2025

Total operating income increased 10 % year-on-year to CHF 1.42 billion, with expenses rising only moderately thanks to cost discipline.

Italy's Mediobanca gets ECB approval for Banca Generali deal

Mediobanca had originally scheduled the vote for June but had to push it back as the proposal lacked sufficient support.

Julius Baer to review fees for UK clients

Financial statements reveal private bank's plans to focus on pricing strategy with an eye on making charges easier to understand.

Parents warned of risks of gifting pension wealth without specialist advice

A 40% tax is levied on the value of the estate above the threshold.

Titan Wealth losses rise to £44.7m as interest payments mount

The consolidator has continued to rack up losses on the back of interest payments for acquisition debt.

UOB Private Bank Next Gen Programme 2025: Empowering future UHNW business leaders in Oxford and London

Held outside of Asia for the first time, this year’s Programme placed strong emphasis on Artificial Intelligence in family-owned business to drive long-term sustainability

Pictet AM's Olivier Monti: «The Future of Asset Management»

The next phase — with the Asset Management Association Switzerland (AMAS) on board — aims to turn the pilot into a new industry standard.

Two Former Vontobel Managers Combine Bitcoin, Gold and AI

It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.

Ex-EdR investment chief finds ‘freedom of choice’ at IAM

Gilles Prince pulls back the curtain of his new role at Blue Box Wealth Management.

Permira ramps up efforts to find Evelyn Partners buyer - reports

Evelyn owners Permira and Warburg Pincus have started working with Evercore once more to find a buyer, according the Financial Times.

UBS Global Wealth Management empowers next generation of female leaders in Jersey

Gaëlle, who recently delivered a TEDx talk on shaping the next-generation of women leaders, designed the confidence boosting workshops to help unlock leadership potential among teenage girls.

Tweed Wealth Management expands sports division with London launch

The London base will be led by former professional rugby player and Chartered Financial Planner, Jason Baggott, who co-heads Tweed Sports alongside Ross Penman.

Holistic Wealth: The FCA’s Call to Integrate Property Wealth into Retirement Planning

Products like lifetime mortgages are increasingly helping people bridge income gaps as they approach retirement.

Wealth and Asset Management