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

Private Banking: Between High Figures and Hard Questions

The accompanying study introduced a new distinction between institutions with more than 20 billion francs in client assets and those below that threshold.

Ninety One interim profit up on strong markets and net inflows

Net inflows were GBP4.3 billion, recovering after net outflows of GBP5.3 billion a year prior, due to organic net inflows of GBP2.4 billion and the Sanlam inflow of GBP1.9 billion.

Wealth management is Malta’s next frontier - Finance Malta chairman

Reputational challenges still linger

Lone Star Acquires Multi-Asset Real Estate Portfolio from St. James’s Place

The office properties are all situated in London, while the retail assets consist of high-quality retail warehouses with strong tenant bases.

Does borrowing make sense in 2025?

Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.

Schroders to close UK Multi-Cap Income fund

The sub-scale fund will close next month as the firm continues its plan to simplify the business.

AFH Wealth Management publishes first IFA acquisitions white paper

The landmark paper features the results of an independently run survey, which sought the views of IFA owners, management teams and senior advisers across the UK.

$2bn Vontobel credit flagship outwits 'Pavlovian dogs' to double assets

The Vontobel Credit Opportunity fund's team speak with Citywire about what they foresee in the months ahead.

Entrepreneurial wealth in motion

As we navigate this landscape, Guernsey continues to offer a calm, stable and forward-thinking jurisdiction for wealth management - a valuable constant amid global change.

Swiss Private Wealth Update: Inheritance Tax Referendum, Trust M&A and PTC Planning

Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies.

Raiffeisen Bank International and ODDO BHF deepen partnership in mergers and acquisitions for clients in Austria, Central and Eastern Europe

Expanding ODDO BHF’s sector expertise in corporate finance in the areas of energy, infrastructure, and consumer

Standard Chartered plans to reopen private bank in Switzerland – report

This news follows the bank’s winding down of its Swiss private banking arm about a decade ago after it failed to find a buyer for the business.

WH Ireland shares soar as wealth peer Team confirms all-share bid

WH Ireland said Team is considering an offer of 0.195 of a Team share for each WH Ireland share.

UBS delays migration of ultra‑high‑net‑worth Credit Suisse clients – report

The delay interrupts the bank’s integration process and raises doubts about meeting its end‑March target for migration of all clients.

Schroder Income Growth Fund plc - Full Year Results

This year marks the 30th consecutive year of dividend increases, maintaining AIC dividend hero status and demonstrating a resilient investment approach.

FNZ Raises US$650 Million from Existing Institutional Shareholders to Support Its Long-Term Business Plan

This provides further financial strength to support its long-term business plan and its commitment to delivering enhanced outcomes for clients worldwide.

DFM launches MPS for US citizens caught in tax ‘catch-22’

David James Wealth USA has launched a model portfolio service for US citizens living in the UK facing the risk of double taxation on their fund investments.

Farrer & Co advises James Hambro and Partners on minority investment by Bixby Wealth Solutions

The transaction involves Bixby acquiring equity from JH&P’s external shareholders and select founding-generation partners, alongside a direct capital injection into the business.

One Four Nine Portfolio Management surpasses £800m AUM

The One Four Nine MPS range was launched in 2021 and has achieved an Expert Rated 5-star ranking in 2024 and 2025 from Defaqto.

Wealth Manager Jordan Kirkbride Partners with Kamran Naqvi to Advise Athletes

This alliance has positioned the firm as a front-runner in the wealth management space for UHNW individuals.

Wealth and Asset Management