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

Fund manager issues profit warning after £5.2bn SJP blow to assets

Impax's AUM fell by about a quarter to £25.3bn in the quarter ending March

Where wealth managers are turning for tariff safety

As markets continue to plummet, three wealth managers from the Top 100 share how they're hedging client portfolios.

Jupiter’s Savvides bets on asset manager revival with Schroders buy

The inclusion of Schroders into the Jupiter UK Dynamic Equity Fund is just one in a series of changes Alex Savvides has made since taking over in October.

‘Evolving demand and demographics are weighing on wealth manager tech’

While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.

Simon Gomez: «GenAI and LGT Will Evolve Together»

All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.

StepStone ties up with Swiss private bank on evergreen funds

The alternative asset manager’s range of evergreen funds is to be made available to Bergos’ clients.

MKC Wealth buys fund research and advice firm Yodelar

The acquisition of Yodelar, which combines fund and portfolio research with an advice arm, will bring MKC's AUM to £2.5bn.

Impax Asset Management Group plc Q2 AUM update

On 31 March 2025, the Company’s AUM totalled £25.3 billion, representing a decrease of 25.7% over the three-month period.

Hg private wealth offering surpasses $1 billion

The fund is now oversubscribed with a queue of clients waiting to access it, leading Hg to implement quarterly subscription caps to maintain its return target.

Invesco eyes £275m price tag for software provider Intelliflo

Aberdeen and private equity firm HG Capital are among those looking at the adviser back-office provider.

Sophie Kennedy: ‘Becoming CEO of a wealth manager at 33 didn’t faze me’

The co-CEO of EQ Investors has weathered Trump and the ESG backlash.

Julius Baer further streamlines its organisation to reinforce focus on clients and sustainable growth

With these changes, effective immediately, Julius Baer will enhance the delivery of a simplified and more efficient, client-centric organisation, while adhering to the highest risk standards.

Private bank Bergos announces family office solutions unit

Bergos Crossroad will also be available to customers who do not use Bergos for private banking.

OCBC partners UK's Office of Investment to drive sustainable foreign direct investments in to the UK

Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.

Indosuez Wealth Management plans to acquire Banque Thaler

With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.

Pictet promises smarter stock picks with new AI hedge fund

The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.

Eric Sturdza AM secures Finma licence

ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.

LGT wins 12 awards at the Euromoney Global Private Banking Awards 2025

This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.

Quilter Cheviot Europe launches three new funds

The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.

Arbuthnot Latham named Private Bank of the Year at the 2025 COLWMAs

We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs

Wealth and Asset Management