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

Ticino wealth managers join forces

The Agenda Invest team have joined Vector Wealth Management.

Joint Statement from GAM Investments and Fermat Capital Management regarding GAM FCM Cat Bond Fund (BVI)

The BVI Fund will undergo an orderly and managed transition to Fermat.

Quilter Cheviot Europe acquires Irish investment advisory firm, GillenMarkets

This new acquisition will help expand QCE’s presence in Ireland and continue to evolve its integrated investment management

£36m Downing fund transfers to Tyndall

Co-managers Mike Clements and Pras Jeyanandhan join Tyndall IM

Waystone To Acquire Leading Luxembourg ManCo, BIL Manage Invest

BIL Manage Invest has built a strong reputation for its expertise and client-centric approach in the fund industry.

Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice

And the study proves that digital investment is not limited to the younger demographics, with 68% of those over 50 globally holding digital investments.

JP Morgan fund veteran William Meadon launches firm

William Meadon has launched Steppingstone, which offers a range of professional services to UK private companies.

Julius Baer’s CEO Faces Herculean Task

That spirit extends to the ambitious transformation plan the new CEO has set for the Zurich-based wealth manager.

Shaping Swiss private banking in Luxembourg

Julius Baer Europe, headquartered in Luxembourg, now offers its wealth management capabilities to residents of the grand duchy.

Santander announces the sale of 49% of Santander Polska to Erste Group Bank, and agrees strategic cooperation across CIB and payments

Santander Polska’s shares will trade ex-dividend on 12 May 2025.

Private markets and wealth management: a growing connection

This momentum reflects a broader shift in investor behaviour, where diversification, stability, and return potential are central to portfolio strategies.

Who owns the UK’s wealth managers?

Star manager Nick Train has bet big on the sector, while Norway’s sovereign wealth fund and Scottish group Baillie Gifford have stakes in wealth giant SJP

Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’

Sceptical of shift some investors have made away from US assets

Heavy Loss For Swiss Private Bank Reyl in 2024

This positive development was driven mainly by market performance, as the bank recorded net outflows of 823 million francs.

Standard Chartered PLC –first quarter results

The subsequent imposition of trade tariffs has increased global economic and geopolitical complexity, and we remain watchful of the external environment.

NatWest private bank profit jumps 133% in Q1

The profit spike coincides with the launch of a new online investment advice service for the private bank's clients.

Banque Cramer & Cie : Sharp increase in results for 2023

This increase was due in particular to net new inflows from clients totalling CHF 398 million.

Fidelius takes stake in IFA Vobis

Vobis has over £140m in assets under management

Franklin Templeton and Lexington launch $875m PE secondaries fund

The Luxembourg-based fund is launching a strategic move to expand private equity secondaries for international wealth investors, leveraging global demand.

Basel boss signals 'Swiss finish' to capital rules is not unfair on UBS

UBS has estimated it could need $40 billion in additional capital compared to where it stood before the emergency takeover of its former rival.

Wealth and Asset Management