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

Banque Cramer & Cie : Sharp increase in results for 2023

This increase was due in particular to net new inflows from clients totalling CHF 398 million.

Fidelius takes stake in IFA Vobis

Vobis has over £140m in assets under management

Franklin Templeton and Lexington launch $875m PE secondaries fund

The Luxembourg-based fund is launching a strategic move to expand private equity secondaries for international wealth investors, leveraging global demand.

Basel boss signals 'Swiss finish' to capital rules is not unfair on UBS

UBS has estimated it could need $40 billion in additional capital compared to where it stood before the emergency takeover of its former rival.

BNP Paribas signs a new multi-year partnership agreement with IBM Cloud

This partnership has helped the bank to build a trusted and resilient technological infrastructure to support its digital transformation.

Santander increases profit by 19% to €3,402 million and earnings per share by 26% in Q1, reaffirms 2025 targets

In addition, the bank added nine million new customers with the total number of customers the group serves reaching 175 million customers.

Amundi clocks €31bn in Q1 inflows with UK expansion a key driver

French asset management giant now has assets under management of €2.2tn, a new record for the company.

UBS's first-quarter 2025 results

UBS reports 1Q25 net profit of USD 1.7bn with 6.2trn invested assets, demonstrating franchise strength and executing integration at pace

Ticino private bank records decline in profits

The bank's results were primarily impacted by the more expansionary monetary policy of major central banks, which led to a narrowing of interest margins

Alternatives group acquires stake in global wealth manager

Middle Eastern investment manager Lunate has acquired a stake in Azura Partners, which will redomicile to Abu Dhabi.

CaixaBank earns €1.47 billion in the first quarter, up 6.9% in comparable terms

The company has begun to roll out its new strategic plan, focused on ramping up growth and transforming and investing in the business.

FCA: ‘not the right time to extend SDR to wealth management’

It comes after the FCA announced in February it would further delay its decision on portfolio management.

Cracks emerge in wealth managers’ investment case

It remains to be seen whether trading fees and cash interest can overcome regulatory scrutiny and a price war

UBS, Barclays and SocGen reap trading windfall from market turmoil

Banks become the latest to benefit from volatility triggered by Donald Trump’s aggressive trade policy

Aberdeen: Investors pull net £6.4bn in Q1

A £6bn quant strategy funding win in April offset the outflows elsewhere

Canaccord Genuity Wealth Management rebrands as Canaccord Wealth

The rebrand includes a refreshed logo, a new colour palette and a proprietary modern typeface — all designed to reflect the firm’s evolving identity.

Wealth management firm launches sports division fronted by ex-pro rugby playe

Jason, who played professionally for seven years, including stints with the Southern Kings in South Africa and Edinburgh Rugby, brings a unique perspective to the role.

Deutsche Bank reports 39% year-on-year rise in first-quarter profit before tax to € 2.8 billion

Profit before tax of € 2.8 billion, up 39% over first quarter of 2024

Vontobel drops ‘sustainable’ from name of $2.7bn EM equity fund

The fund house cites continued support of environmental and social aims despite an ESMA-driven change to strategy branding.

HSBC Holdings plc 1Q 2025 Earnings Release

Excluding notable items, annualised RoTE in 1Q25 was 18.4%, a rise of 2 percentage points compared with 1Q24.

Wealth and Asset Management