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

Praxis earns back-to-back STEP Private Client Awards nomination

This year’s awards attracted a high number of entries, with 337 submissions across 25 countries.

How European family offices are reallocating capital towards the UAE

The UAE imposes no personal income tax, capital gains tax, or inheritance tax

UK pension landscape post October 2024 Budget: options for private clients

One of the overriding negatives of accessing pension capital is that over and above the PCLS, Income Tax is incurred on withdrawals.

Quilter strengthens responsible investment team with key appointments and promotions

Following a successful interim tenure, Ido Eisenberg has been confirmed as head of responsible investment of the affluent division.

Investec W&I pieces falling into place for Rathbones, says BofA

The investment bank initiated coverage on Rathbones with a bullish note that has seen shares rise more than 5% today.

Affinity Private Wealth Sells Investment Business to Capital International, Focusing on Growth in Private Wealth

This sale will allow Affinity Private Wealth to focus solely on its core strengths in delivering bespoke private client, trust and fiduciary services.

Zwei Wealth Gains Cantonal Bank for Wealth Office Platform

Additional banking partners will follow so that we can also meet the needs of a broad client base in this area.

Wealth with aim: Purpose, Philanthropy, and Lasting Impact

How UBS is helping clients turn wealth into meaningful social impact through strategic philanthropy, values-led investing, and a global foundation driving measurable change.

A Swiss Private Bank Fights Its Way Back

That is his true passion – a fact that becomes apparent time and again when one encounters him in the art world.

Evelyn Partners launches new partnership with Women in Football to deliver financial education boost for females in the sport

Wealth manager’s new Financial Empowerment Programme for women working in the football industry feeds into firm’s wider goal to close the female wealth advice gap

Womble Bond Dickinson wins Private Client Law Firm at eprivateclient Excellence Awards

WBD was recognised for being the top private client team in the country

HIGHVERN’s Jack Barlow named on Eprivateclient Next Gen Leaders 2025 List

The list, which was open to nominees from within the private client advisory professions, is decided by several factors

Ninety One to complete Sanlam Investments UK transfer

The agreement designates Ninety One as the primary active investment manager for Sanlam's single-managed local and global products.

How JM Finn manages the retiring wealth manager problem

The firm asks those looking to retire for at least a year's notice to make sure a new relationship can be formed with a wealth manager.

France’s Elite Are Moving to Protect Wealth Before 2027 Election

Macron has actively courted the wealthy to invest and create jobs in the country since coming to power in 2017.

Partners Group seals distribution deal with Italian bank Sella

Clients of the €1.8bn bank will be able to access the PE-focused evergreen fund with a minimum investment of €10,000.

SJP gears up for wealth push as DFM losses narrow

After pumping millions into its Rowan Dartington wealth arm over the last decade, the business is finally close to breaking even.

Imperium colleagues recognised in prestigious industry awards

These awards celebrate outstanding professionals under 40 in the private wealth industry across the UK and Crown Dependencies.

JTC Strengthens Partnership with TISE Through Comprehensive Scheme of Arrangement Services

As Registrar of TISE, JTC Registrars Limited has consistently provided the full suite of registrar services, including the provision of CREST services.

Back-to-back win for Saffery Trust in eprivateclient Excellence Awards

The firm received a Highly Commended recognition in its first year of entry, followed by three successive wins, including back-to-back success in the most recent years

Wealth and Asset Management