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

UBS to start new share repurchase program

UBS will communicate its 2026 capital return ambitions with its fourth quarter and full-year 2025 financial results early next year.

Rathbones Asset Management achieves SDR labels across its four-fund sustainable multi-asset range

The Financial Conduct Authority (FCA) introduced SDR a year ago following investor concerns over greenwashing, seeking to restore trust and improve transparency in the sustainable investment space.

The Royal Mint launches new Britannia ‘secure’ gold bars

SWP clients now have priority access to these highly anticipated bars

Winners from Crown Dependencies announced for Citywealth Brand Management Awards 2025

They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.

Brown Advisory to buy London-based Marylebone Partners

Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.

Strong recognition for IQ-EQ talent in 2025 Citywealth Brand & Marketing Awards

The Citywealth Brand & Marketing Awards celebrate outstanding achievements in brand development, strategic marketing and digital innovation across the global wealth management, private client and financial services sectors.

The Great Wealth Flight: Millionaires Relocate in Record Numbers

Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.

New wealth of top 1% surges by over $33.9 trillion since 2015 – enough to end poverty 22 times over, as Oxfam warns global development “abysmally off track” ahead of crunch talks

Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.

The merger of Gonet & Cie SA and ONE swiss bank SA is effective

The Bank now deploys an expanded range of products and services, encompassing the combined expertise of the asset management teams at Gonet and Dynagest, serving private and institutional clients.

High-Net-Worth Families Around the World Are Accelerating the Transfer of Wealth to Their Heirs

The great wealth transfer is already underway, as baby boomers begin transferring trillions of dollars to millennials and Generation Z, who are inheriting more money and at younger ages

Quintet pioneers private markets portfolio integration

Quintet offering developed in collaboration with BlackRock, leveraging the firm’s evergreen private markets platform

Spotlight on small businesses and high net worth individuals as HMRC mind the gap

The statistics show that the overall tax gap is estimated at 5.3% of total theoretical tax liabilities, equating to £46.8 billion.

Van Lanschot Kempen creates bespoke private markets portfolio

This approach places emphasis on a long-term investment strategy and enables the scheme to focus on high-conviction investments in private markets.

HIGHVERN in the running for STEP Trust Company of the Year

The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.

Weatherbys head of financial planning achieves rare double

There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.

Wealth transfer requires steep rise in investor knowledge

These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.

EFG International’s subsidiary Shaw and Partners agreed to acquire a 75% stake in New Zealand-based Investment Services Group

This acquisition marks a key milestone in Shaw and Partners’ growth strategy as it formally enters the New Zealand market and strengthens its presence across the broader Trans-Tasman region.

Wealth and Asset Management