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

Chris Künzle: "This is now the benchmark in Swiss private banking."

In a very short time, the wealth management study by Zurich finance professor Christoph "Chris" Künzle has become a standard work in the Swiss private banking sector.

Most advisers unprepared for the ‘Great Wealth Transfer’, says Unbiased Pro

Advisers ranked client acquisition as their top business focus for the next year at 34%, with client retention at 23%.

Crestbridge Family Office Services CEO Recognised at WealthBriefing MENA Awards

The winners were selected by an independent panel of judges, with Heather awarded the top prize for leadership, in recognition of her commitment to delivering innovative solutions to clients in the region and championing service excellence.

Julius Baer's chief strategist expects calmer waters in 2026.

Christian Gattiker, Chief Strategist and Head of Research at Julius Baer, is cautiously optimistic for the coming year. After the turbulent year of 2025, somewhat calmer waters are expected.

Barclays Joins Major Finance Firms to Launch UK Retail Investment Campaign

With retail investment in the UK the lowest in the G7, it is vital to help build a culture of saving and investing - supporting people to make informed choices about how to put their money to work.

Over half of UK family offices already invest in natural capital strategies

55% of family offices in the UK are already allocating funds towards natural capital investment strategies, according to new research by investment manager Foresight Group in collaboration with Campden Wealth.

Why Greece’s Golden Visa Remains the Smartest €250,000 Investment in Europe

Introduced in 2013, the Greece Golden Visa program was Europe’s answer to elite investors seeking effortless EU residency through real estate ownership or financial participation.

UBS Global Wealth Management wins innovation award at WealthBriefing Channel Islands Awards 2025

All applicants are subject to a rigorous process before the winner for each category is selected.

How the former Commerzbank CIO selects ETFs at Capitell

The independent wealth manager currently allocates around €500m in ETFs

Beyond private banking: how entrepreneurs can benefit from true wealth management

The Wealth of Entrepreneurs: Complex Needs Require Complete Solutions An entrepreneur’s financial journey goes far beyond opening current accounts or making standard investments.

EFG – Why 2026 Could Reshape Global Investment Priorities

The report issued on Tuesday states that the US is positioned to be the fastest-growing advanced economy in 2026, powered by innovation, fiscal stimulus, and policy support.

Share Buybacks

The share buyback is supported by Temenos’ strong free cash flow generation.

Titan Wealth acquires £650m AUA Bath firm

The firm specialises in Financial Planning and wealth management services to private clients, trusts, and corporate entities and has office in Bath and Cheltenham.

Investec Bank (Channel Islands) recognised as best ‘Overall Private Bank’ at WealthBriefing Channel Islands awards

This award recognises the passion and professionalism that drive our business every day.

Quilter Cheviot and KKR bring evergreen private markets solution to UK wealth market

The structure has been designed to work seamlessly across Quilter Cheviot’s key jurisdictions – the UK, Jersey, and Ireland – ensuring clients in all locations can benefit from this enhanced private markets access.

Rathbones could attract bid interest from global bank, says RBC

RBC has named Rathbones among its top 2026 UK wealth picks in anticipation of new CEO Jonathan Sorrell making 'strategic progress' at the firm.

Quilter joins major finance firms to launch UK Retail Investment Campaign

The industry-wide campaign is supported by His Majesty’s Treasury (HMT), the Financial Conduct Authority (FCA), and the Money and Pensions Service (MaPS), with the Investment Association (IA) acting as Secretariat.

World’s Best Private Banks 2026

Instead, across all tiers of the business, demand for increasingly complex personalized services, asset protection planning, and access to new markets presented both an opportunity and a challenge for the industry.

Broadridge’s Shareholder Disclosure Hub Migrates to AWS, Boosting Global Reach, Resilience and Security

Enhances performance and scalability, expands multi-regional market coverage and accelerates innovation for clients

The University of Oxford and UBS join forces to launch the Oxford-UBS Centre for Applied AI to pioneer research and innovation

The University of Oxford and UBS are proud to announce the launch of the Oxford-UBS Centre for Applied Artificial Intelligence (AI).

Wealth and Asset Management