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

Julius Baer reaches settlement in disclosed legacy litigation case

The underlying facts of the dispute date back more than ten years. Approximately half of the settlement amount is covered by pre-existing provisions.

Hampden & Co teams up with Hiscox Private Client to offer bespoke insurance solutions

Through the relationship with Hampden & Co, Hiscox property insurance can include multiple assets, worldwide cover for theft, loss and damage of possessions, and additional protection for staff and visitors.

Quilter launches two-year inclusion and diversity action plan

The plan supports an equity-based approach focusing on the differing needs of underrepresented groups.

Novia reports strong growth in 2021

Total AUA increased to GBP8,951 million at the year-end, an increase of GBP522 million in the year.

Schroders’ Engagement Blueprint wins influential sustainability award

The Blueprint encompasses six core themes: Climate Change, Corporate Governance, Diversity and Inclusion, Human Capital Management, Human Rights, Natural Capital and Biodiversity.

BNP Paribas Wealth Management further expands its digital services offering and launches a new solution dedicated to investing in private assets

This new solution is being progressively rolled out in all BNP Paribas Wealth Management markets and will be available to all private banking clients by the end of the third quarter of 2022.

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business

The end-to-end Morningstar Wealth Platform adds to the data, research, portfolio analytics, and investment management

Kingswood increases AUM/A to £6.8bn

In its annual report, the company stated that this surge was 10% driven by organic growth and 5% through acquisitions.

AFM Wealth secures £5.3mn loan to bolster acquisitions

Established in 1999 by co-founders, Mark Eaton and Spencer Watt, Absolute Financial Management now sits under the umbrella of AFM Wealth with assets under management exceeding £500mn and more than 4,500 clients.

Coutts support investors' call for Real Living Wage at Sainsbury's

While terms like ‘sustainability’ and ‘net zero’ seem to make up most conversations about responsible investing

CaixaBank, named “Best Private Bank in Europe for Big Data Analytics and Artificial Intelligence”

The awards, this year in their fifth edition, recognise private banking entities that demonstrate excellence in their technology, innovation and digital transformation.

Credit Suisse bolsters compliance, plans cost cuts from technology for turnaround

The Swiss bank has been slammed for a lack of adequate staffing in risk and compliance

OakNorth Bank completes £5.3M loan to Kent-based, AFM Wealth, to support IFA acquisition programme

With over 4,500 clients and AUM exceeding £500M, the firm provides expert financial advice for both businesses and individuals

Julius Baer CEO says Switzerland needs two big banks to fuel competition - report

Competition stimulates business.

Credit Suisse wealth growth initiatives may need to be 'tempered'

In principle, our plan continues to be to grow our lending book in wealth management and directionally go towards the 3 billion.

The role of wealth managers in decision making: Elon Musk Twitter deal

In this article, we’ll give a quick rundown of the major developments and the role of wealth managers in the deal.

Highvern shortlisted for two STEP Awards

These Awards are viewed as a hallmark of excellence and innovation amongst private client professionals worldwide.

Tavistock’s advisory revenues jump after string of acquisitions

In January this year, the group acquired independent financial advisory group Morgans Limited for £3.7mn.

Credit Suisse Asset Management reaches agreement with Bluestone Resources

The agreement is subject to fulfilment of certain conditions precedent and requisite regulatory approvals.

Quilter Investors ups income forecast for Monthly Income range once again as 21/22 payout beats estimates

This forecast follows a successful previous year for the range where income delivered came in ahead of estimates.

Wealth and Asset Management