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

Oberon agrees to FCA restrictions on wealth division

The regulator is reviewing the wealth business' existing systems and controls following a period of growth.

WealthArc launches AI Agent to turn alternative data and documents into AI-ready investment data

Built on a rapidly expanding global grid targeting 1,000+ data feeds. New capability interprets complex financial documents and makes them available to wealth managers automating the last mile from documents to portfolio data for AI-enabled workflows.

Hargreaves Lansdown and SJP to adopt ACT Informed designation

Four investment management houses have adopted City Hive’s new framework to reflect their commitment to culture and governance

Chase Buchanan Private Wealth Management Launches Expat Money Matters Podcast

Episodes include contributions from internal advisors as well as external experts based in regions with significant expatriate populations, including Spain, Malta, and Portugal.

Intesa Sanpaolo strengthens its Wealth Management Division governance

In particular, the Division aims to replicate across major European markets a model already successfully implemented by Fideuram in Luxembourg and Belgium, based on the integration of physical presence and digital offering.

Tatton: ‘it has been one of our finest years’

Total assets under management grew by 11 per cent in the year to reach £24.2bn, up from £21.8bn.

Brooks Macdonald Group Third Quarter FUMA Update

All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.

CaixaBank launches two calls for submissions to honour the best female entrepreneurs and self-employed women in Spain

These awards are a further show of the bank’s commitment to fostering female talent, celebrating careers marked by innovation, leadership, and significant contributions to economic and social progress.

Vontobel Annual General Meeting 2026

The shareholders also elected the proposed independent proxy and KPMG as the new external auditor.

Hawksmoor reaches settlement with breakaway Oberon four

Citywire understands wealth manager has agreed an out of court deal with Exeter-based team who left for rival last year.

GBST deploys agentic AI to automate complex wealth administration processes

By designing agentic AI to operate within defined limits as part of Composer, GBST’s clients can automate complex, high-volume wealth administration processes that currently require significant manual intervention.

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

The Berne Financial Services Agreement breaks new ground in cross-border regulation

Scotland-based financial planning company acquired by acquisitive wealth management firm

It has four advisers, approximately £340 million in assets under management and has also developed an Adviser Academy focused on developing the next generation of financial advisers.

GAM: Minority Shareholders Warn Against Concentration of Power

With this move, the Zurich-based asset manager aims to advance succession and continuity planning; finews reported on this.

How Rathbones is setting out its strategy for growth in the UK

And it is that eye on tomorrow’s success that is driving Carroll, who joined Rathbones in March 2022 as chief investment officer before being promoted to chief executive of Rathbones Asset Management.

Saxo Bank reports record-breaking number of clients and client assets

In 2025, the J. Safra Sarasin Group signed a deal with the previous shareholders to acquire a majority stake in Saxo Bank.

Charlotte Davey: Planning in the age of the ‘great wealth transfer’

Advisers who recognise this early will be better placed to support clients through change, rather than reacting to it later.

What’s the best way to transfer wealth to the next generation?

Stephen Jackson, Head of Coutts Family Office Wealth Planning, writes on the importance of nurturing responsibility and the purpose shared by generations as they pass on family wealth.

Inside WTW’s ambitions for its £20bn wealth management business

This became Alliance Witan in 2024 and is now part of the FTSE 100

Mattioli Woods strikes multi-asset fund deal with BlackRock

Adds to partnerships with J.P. Morgan Asset Management and T. Rowe Price

Wealth and Asset Management