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

Will Evelyn’s wealth refocus trigger a sale in 2026?

It’s understood that a sale to a bank or PE firm is likely next year.

Preliminary results for the 12 months ended 31 December 2024

2024 is the first full financial year following the combination with IW&I.

Wealthtech start-up Firenze secures £160m funding line from Monument Bank

The company says it “is currently working with wealth managers and investment platforms overseeing more than £50bn in assets”.

Nextalia Said to Explore Sale of Italian Wealth Firm Firstance

Milan-based buyout firm is working with Rothschild on deal

St James’s Place passes £4.6bn multi-asset mandate to Royal London AM

The multi asset strategy will be adjusted through time in line with the fund manager’s active strategic and tactical asset allocation views.

EFG publishes agenda for its Annual General Meeting 2025

This represents an increase of 9% compared to the dividend for the 2023 financial year.

Flanks raises €14 million to automate wealth management for next-gen advisory

The round was led by Motive Ventures, joined by Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders Capital.

Evelyn Partners strengthens its valuations and modelling practice with senior London-based appointment

She brings significant experience from both the UK and US, having worked in New York for 6 years.

Deutsche Bank Shakes Up Swiss Bond Market

With a growing emphasis on ESG bonds and a strong regulatory foundation, the Swiss bond market is expected to remain a reliable cornerstone for investors.

Naomi Rive named in Private Client Global Elite Directory 2025

The individuals featured in this directory are nominated by their peers

Abrdn investment manager launches Buckingham Research investment consultancy

Buckingham Research aims to help IFAs manage outsourced and in-house investment solutions

Peter Rutter secures £1bn for new funds after Royal London exit

Rutter's new firm Life Cycle Investment Partners has launched two new funds for UK investors.

PrivatBank, Oschadbank, Ukreximbank, Raiffeisen and OTP most profitable in 2024

The second five most profitable banks of 2024 were headed by Credit Agricole, which increased its net profit by 46.5% - to UAH 4.09 billion.

HSBC Continental Europe: 2024 Annual and Second Half Results

Revenues in Markets and Securities Services were stable, with growth in Equities and Securities Financing offset by lower client activity in Global Debt Markets.

Canaccord Genuity Group announces the completion of its acquisition of Brooks Macdonald Asset Management

The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.

SJP leads the pack with £15bn in ‘dog funds’

SJP funds accounted for over a fifth of the £67.4bn in underperforming fund assets, according to Bestinvest’s latest study.

Cazenove Capital partners with Entrepreneurial Scotland to foster business growth and innovation

Recognising the crucial role that entrepreneurs play in fostering economic prosperity, Cazenove Capital has long recognised and enabled a virtuous circle where today’s successful entrepreneurs directly empower and support the next generation.

Standard Chartered exceeds revenue expectations and boosts dividend amid mixed 2024 results

Lower loan losses have also contributed to a stronger bottom line.

A tale of two specialties: combining wealth and asset management

Pascal Duval, a former senior asset management boss, has never been a highly stressed character.

Schroders Capital backs AI with first close of UK Innovation LTAF

The successful close is indicative of the desire from DC pension schemes and other institutional investors to participate in the growth and development of UK early-stage companies.

Wealth and Asset Management