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

Netherlands’ Plan for Tax on Wealth Sparks Fierce Opposition

An investment tax has been unpopular with wealthy people in the Netherlands for years, but critics say a planned revamp is even worse.

Redemption of UBS Group AG additional tier 1 capital instrument

The last trading day of the Notes will be 29 May 2026.

UBS's first-quarter 2026 results

Successful completion of client account migrations following the transfer of all Swiss-booked clients onto UBS platforms, paving the way to substantially complete the integration by year-end and unlocking potential for further growth and efficiency gains.

Santander adds eight million customers, with revenue up 4%, costs down 3% and underlying EPS increasing 17%

Underlying results exclude non-recurring items and perimeter changes, which in this quarter consist of the capital gain from the sale of Poland, providing a consistent view of operating performance and enabling like-for-like comparison between periods.

Record gold prices continue to shift demand dynamics

Physically-backed gold ETF demand remained positive in Q1: holdings increased by 62t, largely supported by continued strength across Asian-listed funds, which added 84t over the quarter.

Deutsche Bank reports record first-quarter post-tax profit of € 2.2 billion

Post-tax profit rose 8% year on year to a quarterly record of € 2.2 billion.

Q1 2026: DWS With Solid Start into the Year

Year-on-year, DWS achieved significant improvements across its key metrics – including revenues, costs, profit before tax, net income, Cost-Income Ratio and Assets under Management.

Nordea AM receives €1bn ESG-focused covered bond mandate

Agreement with ABN AMRO Investment Solutions

St James's Place assets rise amid steady net inflows in Q1

The net result reflects GBP5.23 billion in gross inflows, up from GBP5.14 billion a year before, and a retention rate of 95.3%, up from 95.0%.

Citi is hoping AI agents will supercharge wealth advisors — but there's still a memory issue standing in the way

Citi recently added a high-profile new wealth advisor to its team — and she's AI-generated.

Alltrust to acquire Phoenix Wealth Family Suntrust schemes

The firm also plans to reopen the proposition to new business for the first time in several years, supported by investment in its technology, governance and service capabilities.

Julius Baer is ‘Guernsey’s best large business’

These are provided by qualified teams working in Guernsey, out of offices at Admiral Park – the heart of Guernsey’s finance sector.

Credem accelerates innovation and advanced WM: AI and customer relationship platforms

Credem has therefore developed a customized platform that analyzes customer portfolios daily, integrating advanced metrics and operational suggestions for the banker.

Investment Management for HNW Families: How to Build a Robust Family Wealth Programme

Consequently, investment management for HNW families involves far more than traditional portfolio practices such as asset allocation and performance monitoring.

Lombard Odier earns dual recognition at the PWM Wealth Tech Awards 2026 for its next-generation digital platforms

This recognition celebrates the collaborative effort across Lombard Odier to design and refine G2 and My LO, our flagship banking and e-banking platforms.

Q1/2026: Good Start to the Year – Proven Business Model in Volatile Times, Structural Growth as Expected

As the headwind from the treasury result subsided, growth in net revenue including treasury result accelerated to 9 percent.

Deutsche Börse Group Leads Series A Funding in Wealth Management System Provider Performativ

Deutsche Börse Group’s investment amounts to US$9.2 million, representing a minority stake. Closing is expected to occur shortly, subject to standard closing conditions.

Can Quilter benefit from changes in UK wealth management?

The performance comes amid a volatile macroeconomic backdrop, suggesting that demand for advised investment services remains resilient despite geopolitical uncertainty and fluctuating markets.

JTC Group and JTC Law Support Landmark Fundraise for Invesco Bond Income Plus Limited (BIPS) After UK Prospectus Rule Changes

The deal not only marks a milestone for BIPS but also reinforces JTC’s leadership in navigating complex regulatory developments and further establishes Jersey’s reputation as a premier jurisdiction for listed investment funds.

GBST and AJ Bell agree 10-year extension to long-term partnership

GBST will support AJ Bell’s advised and direct‑to‑consumer propositions through a new 10‑year agreement, underpinning the platform’s next phase of growth.

Wealth and Asset Management