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

Beyond inheritance: UBS on preparing families, not just fortunes

UBS is guiding families through legacy, values, and complexity with an approach that blends personalisation, education, and purpose.

Swiss proposal mandates UBS to boost capital by $26bn

UBS has been given a timeframe of six to eight years to comply after the legislation is enacted.

True Potential drops 7IM from £1.1bn mandate

Revealed: The Newcastle-based advice firm dropped 7IM from five funds due to underperformance.

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Miami International Holdings’ Acquisition of The International Stock Exchange Becomes Effective

The cash consideration of £22.50 per TISE ordinary share values TISE at approximately £70.4 million ($91.5 million¹).

Governance evolution at Indosuez Wealth Management, Crédit Agricole Group’s wealth management subsidiary

This set up has now been strengthened with the addition of three new business line divisions

Small bank with a big history: Where is Quilvest heading?

This is a small detail on the city map – both addresses are less than a five-minute walk apart.

Call in the consultants: Inside SJP’s stunning turnaround

Catch up on the top news in wealth management this week

JP Morgan on a hunt for Leeds private bankers

The private bank is looking to grow its Yorkshire proposition.

FNZ under pressure after investors cash in on recent capital raises

This has triggered what some insiders describe as a “significant and unfair” dilution of their holdings.

Multi Family Office: Former UBS Banker to Lead New Zurich Branch

The move is part of a strategic push to bring its independent multi-family office (MFO) model closer to the German-speaking part of Switzerland and its sizable community of entrepreneurial families.

Evelyn Partners Becomes Official Partner and Official Wealth Management Partner of the Athlete Investor Summit

The tie-up reflects the wealth manager’s deepening support for athletes in the sports sector as part of a wider mission to embrace what’s next for individuals, their money and the wider world

Mid-year forecast review and outlook

Recession/stagflation risks have meaningfully declined since the US-China accord in spite of continued uncertainty around tariffs.

ARC Wealth Indices Estimates

Investors with a bias towards growth were back in the ascendency, with global growth stocks outperforming their value counterparts by around 6 percentage points.

Hoxton Wealth secures over £1mn in tax refunds

The firm said recovered funds can play a key role in helping clients bolster retirement savings, fund education, or reinvest in other financial goals.

Arbuthnot Latham invests in catastrophe bonds for their lack of correlation

Like many other investors and investment managers, Arbuthnot Latham has been seeking out diversification in recent months, as it noted correlated market volatility across many asset classes.

Capital punishment: How Swiss bank reforms could hit UBS

Bank’s year-long tussle with government will come to a head with proposals to be unveiled on Friday

London & Capital and Waverton Investment Management officially combine as W1M

W1M manages over £21 billion in assets, placing it among the UK’s largest wealth managers.

Wealth Management Market Study identifies size of the HNW international life insurance market for the first time

This landmark Market Study unveils for the first time the size of the rapidly growing HNW international life insurance market.

Julius Baer sets focused strategy to unleash its full potential through disciplined execution

The Group further shares its strategic agenda and priorities, and a new set of financial targets for the upcoming three-year period commencing in 2026.

Wealth and Asset Management