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

Finma extends protective measures for creditors of Sberbank

The measures were first introduced at the start of March.

‘Thrilled’ Appenzell family office obtains Finma licence

Egonon said the licence would elevate asset managers to a higher level of quality and provide investors with greater transparency.

Liontrust Asset Management PLC Extends Relationship with SS&C

Recently acquired Majedie Asset Management to leverage Eze Investment Suite

TWM WealthTech 2022 Report

In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.

SACCOS are digitising their financial services

Besides this cybersecurity remains high on their agenda while they also need to closely monitor and prevent any fraudulent activities.

7IM updates platform to streamline portfolio management

This upgrade has an extension also providing the ability to link and unlink client portfolios to specific models, the firm said.

Schroder Investment Solutions wins Best Model Portfolio Service at the Professional Adviser Awards 2022

Selected by a panel of independent judges, SIS was recognised for its standout range of model portfolios.

Entrepreneurs choose property over pension for wealth generation

The survey among entrepreneurs and wealthy individuals in the UK found that entrepreneurs are more likely than wealthy individuals overall to have amassed wealth through investment in property, and less likely to have done so through a pension.

Boris Collardi Joins EFG International

EFG achieved a solid operating result in the first three months of 2022,

Lights Out in Moscow for UBS and Credit Suisse

While rival Goldman Sachs flew its staff to the Middle East and Société Générale, with a heavy presence in Russia, pulled the plug, the lights continued to burn in the offices of the Swiss banks.

The best wealth managers in Guernsey in 2022

Guernsey is renowned for its stability, which is important for investors who want to take advantage of the island’s attractive tax regime and trust opportunities.

Mirabaud Asset Management become a member of Invest Europe

They are a guiding light within the industry, promoting best practice and holding us all to a high professional standard.

Waverton Annual Report & Accounts 2021

The four key channels in which we operate all performed well and made their own contributions to the overall success of the business in 2021.

SEB Joins Danish Private Banking Partnership with Ringkjobing Landbobank

The Sweden-based bank said the partnership will allow it to offer its customers a complete range of private-banking services in the Danish market, with Ringkjobing Landbobank's customers gaining access to SEB's range of services.

Suntera Global establishes US presence with strategic fund services acquisition

The acquisition of Socium, which requires no regulatory approval and completes with immediate effect

SJP sees record net inflows of £2.91bn in Q1

The company said its retention rate for funds under management had also risen in the first quarter ending 31 March from 95.8% to 96.6%.

ZEDRA expands global foothold in fund administration services industry with acquisition of Curaçao and US based Atlas Fund Services

Its client base includes emerging and seasoned funds, spanning across private equity, hedge funds and family offices.

Wealth and Asset Management