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

Combining algorithms and client goals

While it is vital for investment firms to focus on clients, asset management entrepreneur Adina Grigoriu refuses to ditch traditional portfolio theories which have shaped her career

UBP Investment Outlook 2026 - Navigating changes, capturing opportunities

As 2026 unfolds, the global economy is entering a pivotal transition, shifting from fragmented resilience to resynchronised growth, while inflation is returning to a more normalised and moderate path.

Lombard Odier – two centuries of personalised wealth management, and a strengthened growth dynamic in Spain

The Swiss private bank has positioned itself as a “boutique” wealth management firm committed to independence and a long-term vision. Founded in 1796, 2026 marks Lombard Odier’s 230th anniversary.

Positioning for growth and income in 2026

It was a positive year for capturing growth and income, framed, in simple terms by the impressive power of broadening out.

Amethis and Edmond de Rothschild Private Equity announce the final closing of Amethis Fund III in line with its target at EUR 406M

AFIII is the third vintage of Amethis’ flagship pan-African strategy.

Wealth management firm Logic Investments enters special administration

Joint special administrators Alexander Watkins and Edward Boyle will manage client claims against the firm

Quilter Cheviot Europe completes deal to acquire GillenMarkets

This acquisition expands QCE’s presence in Ireland and continues the evolution of its integrated investment management and financial planning offering for clients in Ireland and throughout Europe.

Swiss Private Banking: These Are the Branding Leaders

This reality is regularly documented by rankings and analytical reports that highlight different fault lines across the market.

AI boom in Europe: German banks are falling behind.

German banks risk falling behind their European counterparts.

Morningstar Appointed by PIMFA as New Sole Index Series Provider

Morningstar Indexes will manage the UK wealth management industry’s key benchmarks from March 2026.

Partners Group delivers double-digit growth in 2025, in demanding market environment

For 2026, Partners Group anticipates USD 26-32 billion in gross new client demand through fundraising.

Swiss private banks must compete on identity, not just reputation

With tradition no longer enough to secure loyalty or growth, Swiss private banks are turning to brand identity as a key driver of long-term performance.

Rathbones reports small increase in Q4 FUMA

FUMA across the wealth management division increased to £106.2bn from £103.2bn three months earlier, while asset management FUMA rose to £16.6bn from £16.3bn.

Schroders Trading Update

The information in this release is unaudited and based on preliminary year-end reporting processes only and may therefore be subject to change.

A new multi-family office arrives on the scene in Zug

KohlerPartner was founded by Kurt Kohler, Cyrill Mathis and Michael Heil.

Standard Chartered champions the ideas shaping global business with FT Business Book of the Year Award and Bracken Prize partnership

The FT Business Book of the Year Award celebrates the most compelling and relevant business writing of the year, providing insight into the issues shaping the world of work, finance, economics and global affairs

Wealth and Asset Management