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

Hawksmoor reaches settlement with breakaway Oberon four

Citywire understands wealth manager has agreed an out of court deal with Exeter-based team who left for rival last year.

GBST deploys agentic AI to automate complex wealth administration processes

By designing agentic AI to operate within defined limits as part of Composer, GBST’s clients can automate complex, high-volume wealth administration processes that currently require significant manual intervention.

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

The Berne Financial Services Agreement breaks new ground in cross-border regulation

Scotland-based financial planning company acquired by acquisitive wealth management firm

It has four advisers, approximately £340 million in assets under management and has also developed an Adviser Academy focused on developing the next generation of financial advisers.

GAM: Minority Shareholders Warn Against Concentration of Power

With this move, the Zurich-based asset manager aims to advance succession and continuity planning; finews reported on this.

How Rathbones is setting out its strategy for growth in the UK

And it is that eye on tomorrow’s success that is driving Carroll, who joined Rathbones in March 2022 as chief investment officer before being promoted to chief executive of Rathbones Asset Management.

Saxo Bank reports record-breaking number of clients and client assets

In 2025, the J. Safra Sarasin Group signed a deal with the previous shareholders to acquire a majority stake in Saxo Bank.

Charlotte Davey: Planning in the age of the ‘great wealth transfer’

Advisers who recognise this early will be better placed to support clients through change, rather than reacting to it later.

What’s the best way to transfer wealth to the next generation?

Stephen Jackson, Head of Coutts Family Office Wealth Planning, writes on the importance of nurturing responsibility and the purpose shared by generations as they pass on family wealth.

Inside WTW’s ambitions for its £20bn wealth management business

This became Alliance Witan in 2024 and is now part of the FTSE 100

Mattioli Woods strikes multi-asset fund deal with BlackRock

Adds to partnerships with J.P. Morgan Asset Management and T. Rowe Price

Swiss court drops UBS from Mozambique tuna-bond money-laundering case

The court said UBS could not be held responsible for alleged misconduct connected to events that took place long before the emergency takeover of Credit Suisse.

The great sector shake-up

Shifts in market leadership so far in 2026 underscore the importance of staying focused on long‑term fundamentals.

Private banking for a new generation: How millennials approach wealth in the UK

From ESG integration to entrepreneurial liquidity, Brown Shipley explores the five key priorities redefining private banking for today’s digital-native wealth creators.

Annual General Meeting of Julius Baer Group Ltd.

The members of the Board of Directors and of the Executive Board were discharged for the 2025 financial year.

York City FC and Titan Wealth extend multi-year partnership, with expanded support across the club

The renewed agreement will see Titan Wealth continue as front-of-shirt sponsor for the men’s first team, alongside significant branding and activation across the club.

Söderberg-backed Vintage completes £400m advice firm deal

The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning.

Don't just do something, stand there!

When markets are uncertain, it may be tempting to make changes even when we know that we shouldn't mess with our established strategy. What are some good ideas to "scratch the itch" of action bias?

Deutsche Bank’s 2026 AGM to be held in person again for the first time since 2019; dividend again increased for shareholders

The Supervisory Board and Management Board are very much looking forward to a direct and open exchange with our shareholders.

Temenos announces completion of its second 2025 share buyback program

The shares were repurchased for general business purposes, including employee equity incentive plans and/or the financing of potential acquisitions.

Wealth and Asset Management