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

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.

Cross-border wealth: EFG International rewrites playbook for wealth transfer

In today’s increasingly interconnected world, wealth doesn’t recognise borders. But legal systems do. For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward.

Wealth managers cut UK exposure despite cheap valuations

This is the view of James Burns, who runs £3bn of assets within the model portfolio service at Evelyn Partners.

Lombard Odier launches domestic advisory services in Brazil

In Brazil, it operates under a local securities advisory license with a small team of 12 professionals.

Italy’s Mediobanca launches €6.3bn offer for Banca Generali

Lender proposes funding deal by selling its shares in country’s biggest insurer

Bil: the trail of a refocus on private banking

Although the facts may eventually disprove it, the hypothesis of a forthcoming change of hands is circulating insistently about the doyenne of the national banking sector.

Belfast Wealth Management Firm Tops St. James’s Place Global Rankings

Its client base has also seen remarkable growth increasing from 866 to 1,175 over the past year due to a combination of acquisitions and organic business expansion.

Property billionaires and top Goldman banker add to UK wealth exits

Due to unease over new tax regime.

Six family offices to watch in the Baltics

The region has long punched above its weight when building standout European startups

Private banking in Switzerland: trusted partners in times of uncertainty

The reversal of these tariffs has only added to the uncertainty, with nations and businesses scrambling to adapt.

Utmost Group plc Full Year Results 2024

Transformational year with the acquisition of Lombard International and entry into the BPA market

Julius Baer launches CIO office sales unit

Beyazit Guzelyagdoken takes charge of the new team, which focuses on discretionary mandate sales.

Former Aberdeen veteran eyes headcount growth at crypto ETP firm 21Shares

Russell Barlow, who joined Switzerland-headquartered crypto assets specialist last year, says headcount could grow to around 100 by the end of the year

Brookfield Signs Landmark Agreement to Transform Barclays' Payments Business

This marks the first transaction for Brookfield Financial Infrastructure Partners (BFIP) and brings together one of the U.K.’s largest private investors

Vontobel 3-month 2025 trading update

In the first quarter of 2025, assets under management increased by CHF 6.0 billion to a total of CHF 235.1 billion compared to year end 2024.

St James’s Place: Assets slump as firm gears up for fee changes

Analysts had been expecting funds under management at St James’s Place to continue rising from £190.2 to £197bn, underestimating the impact that market performance would have on the firm.

What does a 900-year-old monarchy bring to modern private banking?

LGT Group, the Liechtenstein princely family’s private bank and fund manager, stewards more than $650 billion of assets for banks, insurers, pension funds, family offices and rich folk.

Passing wealth: Julius Baer’s modern approach

Intergenerational wealth transfer has long been a critical topic for UHNW families, but today it is front and centre like never before.

K2 Private Wealth debuts with bespoke advice and global expertise

The London-based advisory firm brings a fresh, client-focused approach to wealth management, co-founded by industry veterans.

Wealth and Asset Management