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

Rothschild & Co advises on three winning deals from IFR

The IFR Awards have a global coverage, with the parallel Asia awards providing regional focus.

Blackstone Opens Private Credit Fund to French Retail Investors

Asset manager aims to expand offer to other European countries

Evelyn Partners agrees terms for Leeds office in new urban quarter

The move is expected to take place in the second half of the year.

Pridham 2023: Rathbones and RLAM rare bright spots in brutal year for fund sales

In a miserable 2023 for active managers, Rathbones’ multi-asset range pushed it high up the sales leaderboard.

Glarner Kantonalbank achieves very good annual results for 2023

The interest rate business is characterized by the SNB's sharp increases in key interest rates, which lead to significant shifts in the income statement.

Amundi: Acquisition of Alpha Associates

The transaction increases Amundi’s offering of private markets funds and tailor-made solutions for its existing institutional clients globally.

Amundi: 2023 4th Quarter and Annual results

Costs remained under control in an inflationary environment, enabling operating efficiency to be maintained at the best level of the industry.

Kingswood buys £111m AUM Irish Financial Planner

The company has made more than 16 acquisitions since the start of 2021.

Mason Stevens partners with WA wealth management firm

WA-based wealth management firm Euroz Hartleys has partnered with Mason Stevens to utilise its outsourced chief investment office offering.

Straightening out the yield curve’s recession signal

The yield curve has now been inverted since July 2022, its longest negative stretch in more than four decades.

UBS's fourth-quarter and full-year 2023 results

Maintained capital strength with CET1 ratio of 14.5% and CET1 leverage ratio of 4.7% comfortably above guidance

SJP 3.0: How Justin Onuekwusi wants to shake up the troubled wealth giant

The LGIM recruit says ‘strong client outcomes’ are the ultimate goal of his plans to revamp St James’s Place’s investment proposition and future-proof the business

WiseAlpha expands into wealth management

WiseAlpha is growing into the domain of wealth trading and banking solutions.

Zuger Kantonalbank achieved very pleasing annual results for 2023

The economic outlook for 2024 is mixed.

Anna Bretschneider: “The challenges are looking for me”

Now, like the entire financial industry, we had to face new and previously unknown challenges.

How Brewin Dolphin picks fund managers for its £6.5bn range

A real red flag for us would be if they make an investment decision that looks unusual, relative to how they normally invest.

CaixaBank posts a profit of €4.82 billion in 2023, up +53.9%, and will pay a dividend of €2.89 billion

Specifically, recurring banking fees dropped by 9.4% year-on-year following the end of cash custody fees on corporate deposits and the discounts applied under customer loyalty programmes.

Hawksford Private Client Services head achieves triple industry recognition

The Spears recognition forms part of the wealth publisher’s regular schedule of Tax and Trust Indices, celebrating the leading practitioners in specific areas of the global private wealth landscape.

New Swiss alts funds disappoint Amas

The association’s CEO Adrian Schatzmann does not think the L-qif fund structure is liberal enough.

ZKB high yield fund chief secures first Citywire AAA rating

Roland Hausheer manages high yield and convertible bond strategies at Zürcher Kantonalbank.

Wealth and Asset Management