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

Vontobel 3-month 2025 trading update

In the first quarter of 2025, assets under management increased by CHF 6.0 billion to a total of CHF 235.1 billion compared to year end 2024.

St James’s Place: Assets slump as firm gears up for fee changes

Analysts had been expecting funds under management at St James’s Place to continue rising from £190.2 to £197bn, underestimating the impact that market performance would have on the firm.

What does a 900-year-old monarchy bring to modern private banking?

LGT Group, the Liechtenstein princely family’s private bank and fund manager, stewards more than $650 billion of assets for banks, insurers, pension funds, family offices and rich folk.

Passing wealth: Julius Baer’s modern approach

Intergenerational wealth transfer has long been a critical topic for UHNW families, but today it is front and centre like never before.

K2 Private Wealth debuts with bespoke advice and global expertise

The London-based advisory firm brings a fresh, client-focused approach to wealth management, co-founded by industry veterans.

High net worth individuals view geopolitical risks as a direct threat to their wealth

A quarter (25%) of respondents identified trade policies, including tariffs and international disputes, as one of the biggest barriers to UK economic growth.

BNP Paribas Group: Results as of 31 March 2025

The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter of 2025.

Nickel Digital study with institutional investors and wealth managers predicts strong growth in tokenisation

The study with organisations invested in the sector found 87% believe fund managers will increasingly look at the potential to tokenise investment funds and asset classes over the next three years.

EFG International Sets Up Asia Desk in London

The Swiss private bank EFG International is stepping into the breach.

Quilter reports strong first quarter core net inflows up 181% on the prior year period, representing 8% (annualised) of opening AuMA

First quarter core net inflows were 181% higher than the comparable period in 2024 and were 16% higher than the then record fourth quarter 2024 level.

Utmost Wealth Solutions launches Spring 2025 edition of Navigator

The Technical Spotlight of the Spring 2025 edition looks at the complex area of gifting

50% of advisers seeing higher client demand as wealth tax uncertainty bites

This renewed appetite from clients is not considered a passing trend either.

UBS Loses Crown as Most Valuable Continental European Bank

The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.

Wealthy families embrace systemic rethink to impact investing

The overarching question is whether or not the investments of wealthy families actually make any major impact on society.

Pictet Research Institute: BRICS+ and the Great Power competition: investment opportunities

This intergovernmental organisation originated with Brazil, Russia, India and China and is already showing it can turbo charge growth.

UBS executives: Wealth ‘referral awards’ don’t work

Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients

Julius Baer Manager Leads New British Asset Manager in Geneva

The new asset manager is set to start operations in early 2025, upon its license approval by Finma.

Third Quarter FUMA Update

Brooks Macdonald Group plc has announced flows and funds under management and advice ("FUMA") for the three months ended 31 March 2025 ("quarter" or "Q3").

Five Arrows announces final close for sixth secondaries fund at €2 billion, materially surpassing its target

This fundraise highlights the attractiveness of FASO’s distinct positioning in the GP-led secondaries market, and the growing appetite for these types of investments among investors.

Benchmark buys remaining minority stake in £4bn Oculus network

The firm has partnered with Benchmark since 2015, using its integrated platform, practice management and client portal technology solutions to grow its business.

Wealth and Asset Management