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

Former UK Cabinet Minister to Headline Private Wealth Conference

He will be joined by a number of expert speakers at the half-day London event to be held at the Brewery on Tuesday 23 September.

Utmost Wealth Solutions Reports Major Growth Milestones in 2024

Utmost also posted solid financial results, reporting £6.8 billion in gross flows and £190 million in operating profit, while maintaining a 91% client retention rate—underscoring the continued relevance of its offering to intermediaries

New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement

Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas

AFH Wealth Management nets £250M debt refinancing from Ares

Sources said that the AFH has nearly doubled its EBITDA since the take-private, and the repricing highlights strong support from Ares as the business continues to expand.

Sarah-Louise Mason shortlisted in Citywealth's Future Leaders Awards 2025

In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.

Ninety One to complete transfer of Sanlam Investments’ active asset management business

Ninety One UK will be the primary active asset manager for a specified portion of SI UK’s assets under management (AUM).

Investors turn to active management amid heightened geopolitical volatility: Schroders Global Investor Insights Survey

These findings follow significant market volatility earlier this year, largely triggered by the US Government’s decision to introduce wide-ranging trade tariffs.

Lombard Odier: Family Offices Slash Return Expectations

A report by Lombard Odier explores their investment outlook in an increasingly uncertain macro environment.

Nine Wealth Management achieves CISI Chartered Firm™ status

CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.

Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum

The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.

Asset Managers Seek Recipe for Further Growth

The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.

Welsh SJP partner firm gains Chartered Firm status

The firm has three Financial Planners as well as a managing partner, and four back-office staff.

Banco Sabadell consolidates its private banking model and obtains turnover of more than 66 billion euros

Customer satisfaction levels are at an all-time high thanks to the close support offered and confidence instilled by the bankers

Liontrust enhances trading operations through strategic collaboration with BNY

Liontrust’s UK-based traders to join BNY’s Buy-Side Trading Solutions team

Praxis Celebrates Future Leaders Named in 2025 EPC NextGen Leaders list

The annual list highlights exceptional individuals with fewer than 15 years’ experience

LGT eyes Swiss onshore clients for next growth phase

Swiss markets head Bertrand Merkli talks expanding in Romandy, the power of prime locations and what appeals to family offices.

First Wealth launches Sports and Entertainment arm to business

Recruitment for new division to lead expansion of planning business to sports and music stars.

VG Celebrates Two Rising Stars in eprivateclient NextGen Leaders 2025

They have 20 years between them and have successfully demonstrated their superior level technical and people skills and have enjoyed rapid career progression at VG.

EIB triples financing for banks to provide liquidity to SMEs in the supply chain of Europe’s defence industry, signs first deal with Deutsche Bank

The EIB is also triggering the new facility through an inaugural agreement with Deutsche Bank, providing long-term liquidity earmarked for security and defence investment projects.

Julius Baer Group Ltd. to redeem Perpetual Tier 1 Subordinated Bonds issued 25 June 2019 on first call date

Julius Baer assesses redemption and refinancing decisions on an individual basis, weighing economic considerations such as prevailing market conditions, regulatory capital requirements, and its own capital planning.

Wealth and Asset Management