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

Prominent Investor Takes a Stake in UBS

Baillie Gifford has a reputation for having a special instinct for lucrative shares.

Partners Group's profit increases 12% to CHF 1.13 billion supported by stronger performance fees in H2; proposed dividend up 8% to CHF 42.00 per share

For the full year 2025, Partners Group expects total new client assets of between USD 26 to 31 billion.

BCGE : Annual result 2024

The bank achieves an outstanding result in 2024

Private banks paint uncertain picture for UK entrepreneurs

Wealth managers servicing the UK’s beleaguered entrepreneurial community are reporting challenging conditions, as both the private and public sectors struggle to identify good news to attract investment.

Swiss Life Private Bank partners with Fund Channel

Through this collaboration, the bank expects to streamline services via a single entry point, optimising the operational, regulatory, legal and financial processes across its French entities.

Brookfield Asset Management nears deal for Barclays UK payment business - report

In order to facilitate the deal and support the future growth of the payment division, Barclays plans to inject £400m ($533m) into the business.

J. Safra Sarasin Group takes over Saxo Bank

This underlines the stability and continuity of the company and reinforces its long-term vision of creating added value for all clients, partners and employees.

Ludlow Trust acquire HSBC Trust Company (UK) Limited from HSBC UK Bank plc

Ludlow Trust is now the largest provider of trust services in the UK onshore trust advisory sector.

Ruhi Ventures BV Announces Spin-Off of Advisory Division into RVC Ventures LLC - FZE

This strategic move allows Ruhi Ventures to concentrate on its core investment activities while enabling RuhiVC to expand its specialized advisory services.

Close Brothers Asset Management renames itself ‘TrinityBridge’

The rebrand comes following completion of the sale by Close Brothers Group.

Tindeco Financial Services AG Awarded “Best Wealth Management Automation Solution” by Global Private Banker

This prestigious accolade recognizes Tindeco’s revolutionary end-to-end technology that is transforming the way asset and wealth managers operate.

Barclays’ £7.5 million bill joins growing list of bank IT issues

The Barclays incident alone will result in customers getting as much as £7.5 million ($9.7 million) in compensation

Brickwood Asset Management Selects Northern Trust for Asset Servicing Solutions

Chosen by UK Boutique Manager as Single Strategic Provider for Front-to-Back Office Solutions

AIB GROUP PLC 2024 Annual Results

AIB announces profit after tax of €2.35 billion and total distributions of €2.6 billion

Six in ten financially worse off despite rise in household wealth

Seven in ten whose situation has worsened say the cost of living has impacted their ability to manage their money (71%).

AlTi Tiedemann Global Expands European Presence and enters Germany with Acquisition of Kontora

Transaction expands AlTi’s European presence through entry into key wealth hub of Germany, which represents the third largest ultra-high-net-worth (“UHNW”) market in the world

Amount SJP advisers owe in business loans increases to £805mn

But at the end of 2024, £81.6mn of those loans were impaired - an increase of 62 per cent on the previous year.

Evelyn Partners ties up with Empower Padel to encourage more women to harness the benefits of team sport

The first partnership event on March 7 to celebrate International Women’s Day’ will highlight the transformative power of sports on young girls, aligning with the Evelyn Partners’ brand promise to inspire ‘what’s next’.

Quilter reports a 17% increase in adjusted profit to £196 million and a two-percentage point improvement in operating margin to 29%

These results demonstrate the benefit of our scale dual-distribution model which has made us the UK’s largest and fastest growing retail advised platform provider.

The role of AI in the future of family offices

This article explores how family offices can harness AI to enhance governance structures, outlining the potential benefits as well as key considerations.

Wealth and Asset Management