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

Julius Baer: Sustainable Finance, Net Zero & Clean Energy

Beyond its role in managing hundreds of billions in assets, Julius Baer has also set an ambitious climate agenda, anchored in sustainability, energy transition and net zero goals.

Evelyn Partners' Index MPS Range Celebrates Three-Year Anniversary with Strong Performance

The five risk-rated portfolios, available to clients of financial advisers in addition to direct clients of the wealth manager, combine the benefits of active asset allocation with index-tracking funds to help cost-conscious investors navigate the markets

Family office deal-making slides with some bright spots in Europe

Rattled by tariff uncertainty, some family offices have been investing more overseas, especially in European startups.

Generali Group Consolidated Results as at 30 June 2025

We will build on this momentum, pursuing excellence in being a Lifetime Partner to our customers

GAM Holding AG announces first half 2025 results

GAM reported an IFRS net loss after tax of CHF 40.7 million, which includes CHF 6.3m of reorganisation and other charges, and an underlying loss before tax of CHF 34.1 million.

Objectway accelerates its growth path through an investment from Cinven in partnership with its founder Luigi Marciano and the existing management team

The majority investment marks the start of a new phase of growth for Objectway, leveraging its resilient and scalable business model, its end-to-end solution-as-a-service platform, and long-term partnerships with a blue-chip customer base.

How targeted support could be a new dawn for pension and wealth management

Alltrust’s James Floyd looks at how targeted support could reshape access to financial guidance

Progeny Group announces its results for the financial year ended 31 December 202

The Group satisfies both its Board and regulatory capital and liquidity requirements.

FNZ Group losses rise to $688m as new PE management changes tack

The platform tech giant put the losses down to the increasing costs of IT change projects and migrations.

Swiss equities in focus

They discuss how Q1 saw large inflows into the market

Quilter reports adjusted profit of £100 million and H1 2025 core net inflows of £4.5 billion representing 8% of opening AuMA (annualised)

Adjusted profit before tax of £100 million (H1 2024: £97 million) represents the Group’s IFRS profit, adjusted for items that management consider to be outside of normal operations or one-off in nature.

Bellevue strengthens sales team in Germany

She will begin her new role on August 1, 2025, and will assume responsibility for sales in Northern Germany.

UK inheritance tax reforms: why family governance is key to business succession

The Budget included the announcement that 100% BPR and APR will be capped to the first GBP 1 million of combined agricultural and business assets for every person or pre-existing trust from 6 April 2026.

Commerzbank with record figures in the first half of the year

Targets for 2025 raised

ABN AMRO posts net profit of EUR 606 million in Q2 2025

Solid financial performance: Net profit EUR 606 million and return on equity 9.4%

Global equity markets may face challenges over the summer months

Beyond near-term ideas in equity income, quality stocks, and structured strategies, we explore the potential long-term merits of a systematic strategy for phasing into markets.

Ex-Credit Suisse private bank exec launches Vaud advisory firm

Marc-Antoine Loude has launched Evolvys, following a stint as head of executives and entrepreneurs within French-speaking Switzerland at Credit Suisse.

Deutsche Bank chief approved controversial trade he was later asked to probe

Deutsche subsequently restated its accounts after changing the accounting treatment of the trades, from financing transactions to derivatives trades.

Sellers’ market ramps up bids for UK wealth management firms

An appetite for UK wealth manager acquisitions has fuelled massive price inflation, but finding the correct cultural fit between teams remains a key component of successful mergers

LLB Austria and LLB Bank AG merge

The goal is to combine forces under a strong brand and sustainably strengthen the LLB Group's position in the Austrian market.

Wealth and Asset Management