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

Nucleus replatforming project could take five years, says Fundscape CEO

Bella Caridade-Ferreira is our guest on the latest episode of The Advice Show.

Lombard Odier lands prestigious pension mandate

With this, the British hope to achieve sustainable income and solid investment returns.

Northern Trust Appointed by Sanlam Asset Management (Ireland) Limited

Appointment Confirms Northern Trust as Sole Asset Servicing Provider for US$8.7 billion Investment Management Platform

WealthOS wins contract with Quai Digital

This partnership marks a significant delivery milestone in WealthOS’s history since its £2 million pound seeding investment led by Barclays in Q4, 2023.

Söderberg adds performance reporting tool following platform launch

Advisers will be able to show capital and income returns across single and multiple accounts.

Wealth Club launches portfolio service ‘40% cheaper’ than DFMs

The service, managed by investment research head Jonathan Moyes, has average ongoing costs of 1.08%.

HSBC Holdings plc Annual Results 2023

This reflected four years of hard work and the strength of our balance sheet in a higher interest rate environment.

J.P. Morgan Private Bank grows presence in Scotland

The new team of dedicated advisors will join the existing team based in Edinburgh and will provide wealth management services to individuals, family offices, charities and family foundations across Scotland.

EFG International Record profit

We made strategic investments in EFG’s future growth in 2023

Two Rothschild Bank Clans Fight Over Clients, Power and the Family Name

The Swiss and French branches are both leveraging the family name to win a bigger piece of the lucrative global wealth-management pie. The odds are rising that the best way forward would be a merger.

Meet the new man at the helm of Canaccord in Jersey

CHARLES Cohen has had a varied career leading to his move to Jersey which will help him face any challenges ahead.

A Service That Grows With Your Family

We know banking needs change for family members at different life stages, here’s how we could help you and your family grow across the generations.

AKB with strong annual results

Increase in business success and annual profit – abolition of annual fee for AKB Debit Mastercard

Barclays PLC (“Barclays”) New operating divisions and management

Barclays segmental reporting will reflect these five operating divisions, in addition to Head Office, from the first quarter of 2024.

Walliser Kantonalbank Annual results for 2023

The normalization of the interest rate environment led to a positive development in the interest business.

Has the wealth industry entered a new era of dealmaking?

In a new report, the boutique investment bank revealed a slight year-over-year dip of 5.6 percent in dealmaking in 2023

Yves de Montmollin: «We have looked at a few wealth managers»

Yves de Montmollin steps into a Zurich-bound train every week now.

Amundi and EBI to launch SRI model portfolios

Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust

Is Italy’s wealth management sector turning a corner?

Mediobanca is the latest financial institution in Italy to expand its business in wealth management

Ex-Credit Suisse Bankers Need Superpowers

One-third of the recruits are expected to be former Credit Suisse bankers.

Wealth and Asset Management