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

Maerki Baumann launches new Entrepreneur Banking department

The family business Maerki Baumann & Co. AG launched its new Entrepreneur Banking department at the start of the new year.

How Henri Dunant and the ICRC shaped Lombard Odier

The founder of the International Committee of the Red Cross was well acquainted with the bank's partners at the time.

Soderberg takes stake in advice firm backed by Brooks

Söderberg & Partners has invested in three more advice firms, including Brooks Macdonald-backed Radcliffe & Co.

Private banking: four economists share their forecasts for 2025

In Switzerland, there will be no escaping the strong franc, or “the fitness programme for Swiss companies” – but negative interest rates are unlikely to return.

Fairstone adds £4bn assets with acquisition programme

It also enables clusters of independent, self-employed or employed advisers to become business owners in partnership with Fairstone and work together to create a capital event of their own.

Quarterly Flows and FUM update and Intention to Move to the Main Market

Brooks Macdonald does not intend to raise any funds or offer any new shares in connection with the Admission or the publication of the related prospectus.

Heather Tibbo Recognised as ‘Influential’ Industry Professional

Heather is included in the 2025 eprivateclient 50 Most Influential list, published this week.

Quilter Cheviot Europe investment chief Donnacha Fox dies

Fox passed away unexpectedly on 8 January.

The challenges of Wealth Management 4.0

Given this context, investments in technology play a crucial role for industry players, and are estimated to grow next year as well.

Can NextGen tech make wealth management more human?

Adopting as-a-service models and cloud-based technologies allows wealth managers to modernise outdated applications and operations management.

Helvetica Swiss Opportunity Fund now open to public investors and due to be listed on the stock exchange in February 2025, with a view to merging with the HSC Fund

Based on this and the optimisation of the fund completed at the end of 2024, the HSO Fund can be listed on the SIX Swiss Exchange.

Bravura signs South Africa's Old Mutual Wealth

This, combined with enabling the creation and management of portfolios more efficiently, further reduces risk and better bridges the gap between advisers and DFMs.

Wealth managers urged to ‘get aboard the AI train’

The plan – which prime minister Keir Starmer insisted will make Britain the world leader in AI – comes alongside an investment of £14bn from private lending tech firms.

Abrdn rebrands MyFolio range and cuts fees

The funds will take a ‘go anywhere’ approach, and will no-longer be limited to investing a minimum of 60% in Abrdn active products.

Revolut plots push into private banking

The financial super-app has posted job listings for a private banking compliance manager, legal counsel and head of relationship management on its Website.

St James’s Place hands £5.2bn fund to Schroders in blow to Impax

Wealth manager looks for ‘a more balanced blend of investment styles’

Saffery Trust Managing Director named one of 2025 50 Most Influential

The peer-nominated listing identifies leaders within the private client sector, taking account of their achievements over the prior year and potential for the year ahead.

Liechtenstein’s LLB completes acquisition of ZKB Austria

The completion of the acquisition, which follows regulatory and anti-trust approvals, sees LLB taking over 100% of ZKB Austria's share capital.

Schroders awarded £5.2 billion sustainable investment mandate by St. James’s Place

This blend of value and growth investment styles will enable SJP’s investors to benefit from exposure to a diversified range of companies and opportunities.

Which geographical markets should private banking be looking at in 2025?

Where in the world is leading the private banking sector this year?

Wealth and Asset Management