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

Nucleus Group’s Third Financial signs landmark deal with Titan Wealth

The landmark deal will run for an initial term of five years and is the largest ever signed by Nucleus and one of the biggest deals of its kind in the industry.

Generational wealth transfer set to shift trillions

Together with financial investments, these factors form the top three sources of wealth globally.

Utmost Wealth Solutions launches Autumn 2025 Navigator with focus on controlled distribution

The Spotlight examines how insurance-based wealth solutions offer a powerful and flexible way to achieve this and explores how these products are being used to structure wealth transfer in Spain, Belgium and Luxembourg.

Guernsey Private Wealth Forum identifies education and communication as the key to supporting the next generation of wealth creators

Emerging sectors such as technology, sport, social media and entertainment are driving demand for more tailored and innovative solutions.

Bank of America, Rothschild & Co dominate Q1-Q3 2025 European M&A advisory

Rothschild & Co advised on 81 transactions and Bank of America advised on deals worth a total of $49.4bn.

ABN AMRO MeesPierson: Innovator in Entrepreneurial Wealth Strategy Excellence Belgium 2025

The bank recognises that entrepreneurial wealth management extends beyond a business exit, supporting clients at every milestone of their professional and personal journeys.

7IM: Investment Update

Global growth, falling interest rates, and lower commodity costs have all contributed to a more optimistic outlook.

AFH Wealth Management publishes first IFA acquisitions white paper

The white paper features the results of an independent survey, conducted by Goodman Lantern, which sought the views of IFA owners, management teams and senior advisers across the UK.

Tatton sees net inflows of £1.68bn as adviser numbers rise

The investment management and IFA support services business experienced organic net inflows averaging £281m per month.

Highvern Evolves fiduciary services into private capital offering

The launch follows the long-term investment by a single-family office and combination with Permian in the Nordics in mid-2025, a partnership that has enabled HIGHVERN to expand its footprint and evolve its services in line with the ambitions of today&

Brooks Macdonald First Quarter FUMA Update

Total assets under advice were £5.3 billion (30 June 2025: £5.3 billion), of which £2.4 billion are Advised only assets.

Lombard Odier relies on entrepreneurial spirit in Zug

Despite a promising start, the bank believes it is still far from reaching its goal.

FINMA appeals partial decision of the Federal Administrative Court on AT1

FINMA will appeal the ruling of October 1, 2025, and appeal it to the Federal Supreme Court.

Cornèr Group takes over Ticino asset manager completely

The transaction is expected to close in January 2026, subject to the regulatory approval procedures being completed by then.

Amundi wins £500m UK universities green cash fund mandate

Amundi has won a 10-way asset management battle to create a bespoke fossil fuel-free cash fund for a Cambridge-led coalition of 79 higher education institutions.

Melville Douglas shortlisted at Citywealth International Finance Centre Awards 2026

The firm has been recognised in the category Investment Management Company of the Year – Channel Islands & Isle of Man.

ABN Amro warns mortgage, wealth management margins under pressure

The bank also said that changes to its system for assessing mortgage risk would have a negative impact on its mortgage business.

UBP Weekly View - Earnings season kicks off

This week, Q3 earnings will be in the spotlight, with the US’s largest banks set to lead the reporting season.

Quilter Investors launches absolute return equity fund

The fund is a long/short equity strategy that invests in large-and mega-cap companies, predominantly in the UK but also in Europe and the US.

“Negative interest rates have hardly any effect on the Swiss franc.”

Low volatility makes hedging inexpensive.

Wealth and Asset Management