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

Rothschild & Co to acquire Marcard, Stein & Co, strengthening growth in German wealth management

As part of the acquisition of the long-established Hamburg private bank, Rothschild & Co will obtain a German banking licence.

From Syz to Byz: riding the rocky road of private markets

As scion of a prominent Swiss private banking family, Marc Syz was destined to pursue a financial career, but his vision for private markets has led to a generational rift

MCM Partners establishes new family office platform

Christophe Page, who has worked at UBS, Pictet & Cie and Landolt & Cie, will head the new business.

Brown Shipley announces launch of Quintet Financial Services (QFS), enhancing its UK institutional offering

Business serving institutional & professional investors, with strong UK intermediary focus, poised for accelerated growth

Janus Henderson and General Catalyst’s Percepta Build AI-Native Investment and Client Tools, Powered by Anthropic's Claude

Global asset manager works with Percepta, a General Catalyst Transformation Company, to develop AI-native research and client-engagement tools and to roll out Claude across the firm

Investec advances wealth and investment management offering

Investec Wealth & Investment International advances wealth and investment management offering through strategic partnership with SecuritEase

Quintet introduces Quintet Financial Services (QFS)

Longstanding business serving institutional & professional investors across Europe poised for accelerated growth

CaixaBank S A : Wealth Management surpasses €200 billion in assets under management

In recent months, the entity has leveraged its experience as a pioneer in using technological capabilities for data analysis to further evolve towards more intelligent and sophisticated client segmentation, based on their wealth-related needs rather than

Secrets of a successful family office

With emphasis on technology and costs, the importance of investing in human capital is often forgotten by families hampered by short-term thinking and legacy of powerful patriarchs

Guernsey recognised at Wealth for Good Awards 2026 for leadership in sustainable finance

Entries are assessed through an independent judging process designed to identify meaningful initiatives that use finance as a force for positive environmental and social outcomes.

FCA warns UK consumers over Coutts Wealth Management clone firm

The regulator says the operation is a clone firm, meaning it copies details associated with a genuine authorised business to persuade people it is legitimate.

Why Wealth and Asset Managers must innovate

Neil Connor discusses why innovation is necessary not optional for the sector

Britain needs more wealth creation, not a tax war on billionaires

Policies designed to target ultra-high-net-worth individuals risk falling on the middle class

Titan Wealth adds £900mn of AUA with Progeny International purchase

The acquisition of Progeny Group’s international arm, which is subject to regulatory approval, will add 13 financial advisers and offices in Hong Kong and Singapore.

True Wealth breaks the 3 billion Swiss franc mark in assets under management

Exceeding the three billion Swiss franc mark in assets under management underscores the trend toward digitalization in asset management and the growing confidence investors have in technology-driven investment and retirement solutions.

Northern Trust Asset Management Launches Sustainable Multifactor Funds

UCITS Funds Provide Climate Focused Core Equities Strategies

Mediolanum to launch flexible fixed income fund for ‘Best Brands’ umbrella

The sub-fund will be managed by PIMCO, as well as other fund managers in time

Wealth manager targets Wales growth with hub

They add the Vision Court-based endeavour is supporting more than 4500 clients and managing assets worth more than £400 million.

Why better data management is non-negotiable in wealth management

Data management should not be the preserve of specialists or a technical team

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group

Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.

Wealth and Asset Management