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

Meet the Mayor of Bellevue, the city that will host our new headquarters

Two key features distinguish life in Bellevue, namely its village spirit and its privileged access points to the lake: Port-Gitana, Port Saladin and le Vengeron.

Jersey Finance Director Explores Family Offices Strategies

These strategies are aimed at providing long-term stability for future generations and adapting to various economic conditions.

Sing when you’re winning: Baillie Gifford’s boost on £4bn Spotify stake

Ballie Gifford has done exceptionally well on its Spotify bet, holding the streaming giant since 2015.

Voyant and Oxford Risk to launch wealth management planning solution

Partnering with Oxford Risk allows each platform to combine their own strengths.

Abrdn sees fall in revenues as hunt for new CEO goes on

To address these outflows and attract new clients, the firm says it has implemented a series of initiatives.

Societe Generale sells UK private bank arm

Paris-based SocGen said the move was designed to make it more streamlined and efficient.

Standard Chartered PLC publishes resolvability disclosure

Resolvability disclosures are also being published by other UK banks

Family offices improve governance standards

Nevertheless, family offices have become more professional in their governance, management and infrastructure over the past five years.

Financial group Valartis makes last year’s loss forgotten

The Valartis Group is an international financial group with headquarters in Fribourg.

UBP signs two exclusive agreements to acquire Societe Generale’s international private banking operations in the UK and in Switzerland

These transactions, carried out with the support of Caurus Partners, remain subject to the applicable social procedures

First, do nothing

Approximately 99% of the time, the single most important thing investors should do is absolutely nothing.”

AI Insights: Investments, Innovation, and Industry Transformation

Financial institutions today are using AI mainly to increase operational efficiency, and not necessarily to generate revenue.

Building sustainable wealth for high net worth clients

Life insurance is a trusted way for HNW individuals to allocate funds across various fields and preserve their wealth potential while mitigating risks.

Wealth managers and financial advisors rush to boost future potential performance tracking

A further four in ten (42%) say they're 'good' and one in four (25%) say their organization is 'average' at tracking the future potential performance of key asset classes.

Marco Pagliara's One-Way Trip From Switzerland to Singapore

This makes him one of the key leaders in the team of Claudio de Sanctis, the German lender’s global head of Private Bank including wealth management.

Opinion/Consumer Duty is transforming wealth management but there is still work to be done

Navigating the regulation’s requirements has also brought challenges.

AXA enters into an exclusive negotiation to sell AXA Investment Managers to BNP Paribas

The total estimated transaction value is expected to be Euro 5.4 billion, representing a multiple of 15x 2023 earnings.

Crisis not averted: Liontrust’s unhappy GAM anniversary

The week’s top asset management stories, all in one place

UK investment management industry assets under management grow to £9.1 trillion

The UK investment management industry also remains a global success story, second only in size to the United States.

Schroders: Half year results to 30 June 2024 (unaudited)

The Board has declared an unchanged interim dividend of 6.5 pence per share.

Wealth and Asset Management