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

Partners Group Shares Face Sector Headwinds Despite Strong Performance

Swiss asset manager's shares drop 16.76% YTD as sector-wide AI disruption fears overshadow strong 19% EBITDA growth and strategic wealth management expansion.

Lombard Odier’s new headquarters certified the most sustainable building in Switzerland according to BREEAM

The use of renewable energy, the high-quality thermal envelope, and intelligent ventilation technologies enable the building to achieve performance levels unmatched in Switzerland.

Lombard Odier recognised for best customer-facing digital capabilities at the WealthBriefing European Awards 2026

The annual WealthBriefing European Awards recognise the industry’s most innovative and outstanding firms, teams, and individuals.

Edinburgh wealth advisor acquired by new firm

Nine Edge has since moved quickly to secure its first acquisition of Edinburgh-based RMS Financial Ltd, a firm founded in 2013 by financial advisor Richard Murray.

L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership

This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.

Santander, World’s Best Private Bank for HNW Clients

Santander Private Banking has been awarded 15 prizes by Euromoney magazine.

LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights

Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service.

Mirabaud celebrates Matisse at the Grand Palais and reaffirms its commitment to art alongside the Centre Pompidou

This support is part of a long-term relationship based on a shared vision of art as a vehicle for openness, innovation, and the exchange of ideas.

Geneva boutique gets its Finma licence

Spring Investments' fund has busted through the Finma threshold, prompting the firm to get a new licence.

Launch of the Piguet Active Prévoyance 60 LPP fund

The fund will implement a diversified investment strategy combining traditional asset classes — equities and bonds — with real estate and alternative investments.

Credinvest Bank awarded for service excellence: a recognition that strengthens Ticino's role in private finance.

The Lugano-based institution wins the title of best customer service in Switzerland at the Euromoney Private Banking Awards 2026, confirming a strategy based on tailored advice and long-term relationships.

CFM Indosuez completes acquisition of BNP Paribas Wealth Management clients in Monaco

The bank said the acquisition reinforced its ability to serve a demanding local and international client base, with a particular focus on ultra-high-net-worth individuals.

SJP celebrates 5,000th business sale deal

Initially designed to enable Partners to sell their businesses outright, it now also supports partial sales, management buy-ins and adviser ownership.

Quilter Cheviot Europe appointed investment provider for the Executive Retirement Master Trust

The master trust is aimed at business owners, directors and senior executives.

SIX Reports Strong Operating Results for 2025

Net operating income grew by 4.7% (5.4% at constant exchange rates) to CHF 1,496.5 million.

Results of today’s Annual General Meeting EFG International

At today’s Annual General Meeting (AGM) of EFG International, shareholders approved all the motions proposed by the Board of Directors, including the payment of a dividend of CHF 0.65 per share.

Quilter Academy celebrates graduation of latest cohorts after 124 new advisers qualified in 2025

Quilter chief executive Steven Levin and academy director Chris Jones addressed the group, outlining the importance of continued professional support as graduates begin their careers in advice.

What impact will the new Federal Reserve Chair have on your investments?

Kevin Warsh may need to reassert the US central bank’s independence, but his dovish stance could be positive for equities.

Double Recognition for Hoxton Wealth at the Professional Adviser Awards 2026

Winning Best Adviser Website highlights Hoxton Wealth’s commitment to making financial planning more understandable and accessible.

Vontobel shuns evergreens relying on ‘honeymoon’ secondaries uplifts

Thomas Bischoff says the Swiss bank avoids private markets funds that use NAV squeezing to generate short term performance spikes.

Wealth and Asset Management