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

Leonteq announces changes to its organisation

Leonteq will resize its Executive Committee from 7 to 5 members with immediate effect.

Evelyn Partners trading update for the three months ended 31 March 2025

At the end of Q1 the Group successfully completed the sale of its professional services business as it strategically refocuses solely on wealth management.

Retirement Planning drives demand for bespoke investment services

Around 93% of advisers questioned say that it is driving increased interest in bespoke investment services.

BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland

The new unit, based in Madrid, has 5 professionals dedicated to international clients

Ticino wealth managers join forces

The Agenda Invest team have joined Vector Wealth Management.

Joint Statement from GAM Investments and Fermat Capital Management regarding GAM FCM Cat Bond Fund (BVI)

The BVI Fund will undergo an orderly and managed transition to Fermat.

Quilter Cheviot Europe acquires Irish investment advisory firm, GillenMarkets

This new acquisition will help expand QCE’s presence in Ireland and continue to evolve its integrated investment management

£36m Downing fund transfers to Tyndall

Co-managers Mike Clements and Pras Jeyanandhan join Tyndall IM

Waystone To Acquire Leading Luxembourg ManCo, BIL Manage Invest

BIL Manage Invest has built a strong reputation for its expertise and client-centric approach in the fund industry.

Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice

And the study proves that digital investment is not limited to the younger demographics, with 68% of those over 50 globally holding digital investments.

JP Morgan fund veteran William Meadon launches firm

William Meadon has launched Steppingstone, which offers a range of professional services to UK private companies.

Julius Baer’s CEO Faces Herculean Task

That spirit extends to the ambitious transformation plan the new CEO has set for the Zurich-based wealth manager.

Shaping Swiss private banking in Luxembourg

Julius Baer Europe, headquartered in Luxembourg, now offers its wealth management capabilities to residents of the grand duchy.

Santander announces the sale of 49% of Santander Polska to Erste Group Bank, and agrees strategic cooperation across CIB and payments

Santander Polska’s shares will trade ex-dividend on 12 May 2025.

Wealth and Asset Management