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

Quilter plc First Quarter 2026 Trading Statement

The recovery in markets in recent weeks has led to a meaningful uplift in AuMA from the end March level.

Rolf Kaufmann gains Zwei Wealth as a partner

He has worked for many years at the heart of private banking, supporting clients in Switzerland and internationally – always striving to translate complexity into clear and actionable solutions.

Temenos announces strong Q1-26 results; FY-26 guidance reconfirmed

Q1-26 (growth rates are vs. Q1-25 proforma, excluding Multifonds)

Lombard Odier named Asia’s Best for Discretionary Portfolio Management at the Euromoney Private Banking Awards – an inaugural win for the region

This inaugural regional win reflects Lombard Odier’s position in Asia as a leading investment house for DPM.

Hampden Bank breaks through £1 billion of deposits in 2025

Total lending grew by over 9% year-on-year to £640 million (2024: £586m), reflecting continued strong demand from clients.

Norion Bank has entered into an agreement to acquire Strand Kapitalförvaltning, strengthening its position within Wealth Management

This represents an important step in Norion Bank’s ambition to serve as a leading complement to the traditional banks.

Citi picks Advyzon for global UMA programme

The platform is being prepared for Citi Private Bank, Wealth at Work, Citigold and Citigold Private Client.

Firenze raises £6m to bring Lombard lending to the mass affluent

In the last 12 months, the firm claims to have successfully introduced Lombard lending into the toolkit of IFAs, wealth management firms and investment platforms across the UK.

Building Resilience in Private Wealth Structures: a Long-term Perspective

Families now often hold assets, businesses and residences across several jurisdictions, each with its own legal, tax and regulatory framework.

FINMA Annual Media Conference 2026

In its review, FINMA demonstrated how it protected the clients of the Swiss financial center during the reporting year.

HQLAX Announces Strategic Investments from Broadridge and Digital Asset to Support its Next Phase of Growth on Canton

Together, these initiatives will leverage complementary capabilities to support regulated market use cases across the global securities finance and repo industry.

Tavira selects Broadridge to Support its Agency Brokerage Platform and Market Connectivity

Broadridge’s integrated High Touch OMS, connectivity, and middle office capabilities will provide the scale, automation, and global market access to support Tavira’s next phase of growth

Global uncertainty gives way to opportunity in bond and equity markets

Inflation was expected to decline further, and central banks around the world were projected to either cut interest rates or keep them steady.

Partners Group closes latest private equity secondaries program with over USD 9 billion of total commitments

The Program's investor base is comprised of institutions across Europe, Asia-Pacific, and the US, reflecting broad global appetite for the strategy.

A third of UK investors prioritise sustainability over returns

Almost a third of UK investors say they would accept lower financial returns in order to invest ethically or sustainably, with younger investors and higher-wealth individuals showing the strongest preference for sustainable investing.

HSBC survey: affluent investors reach a turning point with cash allocations

Gold is increasingly viewed as a popular allocation rather than a selective hedge, according to an HSBC poll.

Alpha FMC: Asset and Wealth manager investments need to deliver ‘tangible value’ in 2026

More than half of asset management firms are prioritising cost optimisation

CaixaBank will increase its staff in London by 60% thanks to its growth and new lines of business

This growth reaffirms CaixaBank’s commitment to strengthening operations in key markets.

Lumin Wealth buys London-based Gresham Financial Strategies

The acquisition adds over £140m ($189.7m) in assets under management (AuM) to Lumin's books.

HNWIs rethinking international plans as tax becomes secondary to stability

People leaving the UK are more likely to focus on destinations within Europe

Wealth and Asset Management