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

Sustainability Award | Digital Accessibility: A Step Towards More Inclusion

For the sixth time in a row, the HWZ, in collaboration with UBS, is awarding the Sustainability Prize for outstanding bachelor's theses.

Redefining wealth management: How family offices can lead the charge in responsible investing

Family offices have traditionally been seen as guardians of wealth, focused on preserving and growing assets for future generations.

BOS sees rising ‘non-dom’ flows from UK to Singapore

Non-dom describes a UK resident whose permanent home – or domicile – for tax purposes is outside the UK.

Northern Trust AM to Grow Fixed Income in EMEA

As a result, in April this year Northern Trust Asset Management announced that Christian Roth has been hired as chief investment officer of global fixed income.

Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m

As at 31 December 2023, assets under advice were c. £1.6bn

UK financial planner Clarion WP bought by management team after nearly 40 years

Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice

Alpian launches wealth management mandate from CHF 2,000

The new offering has an annual fee of 0.75% and includes the option for personal advice.

JPMorgan to Base Group of Private Bankers in New Munich Office

JPMorgan has long been expanding its operations in the country

Commerzbank Creates Division for Ultra-High-Net-Worth Clients and Family Offices

The unit will have new locations in Hamburg and Stuttgart, in addition to its existing teams in Berlin, Dusseldorf, Frankfurt and Munich.

Cazenove Capital buys £1.5bn London family office

Cazenove Capital acquires Whitley Asset Management for an undisclosed sum.

Global Wealth Management Group GSB partners with London-based Mumble Forum

Partnership will aim to empower financial health of the women networking club’s members

HSBC AM launches equal weight S&P 500 tracker

The launch follows increased demand for equal weight solutions

Santander Reorganizes Leadership Roles at Wealth Management Unit

Appointments are part of the changes done by new division head

SJP investments boss: Value for money report doesn’t reflect ‘evolution’ of our funds

Sarah Ruggins tells FN exploring low-cost passive options remains ‘top priority’ for UK wealth giant

Banque Cramer Boosts Profits for Geneva's Norinvest Group

The group’s cumulative consolidated operating income remained unchanged at 22,6 million francs, as stated in a press release on Friday.

Julius Baer CIO names ‘surest way to negative alpha’

Yves Bonzon is wary of ‘horse race’ approaches, backtesting and various absolute return strategies.

AMINA Bank participates with Tenity as global innovation partner

AMINA Bank becomes a Global Innovation Partner to provide crypto banking services

Pictet Asset Management launches new fixed income strategy

The fund will be managed by Mathieu Magnin, Kyle Kloc and Frédéric Salmon

Channel Islands stand out in Citywealth Powerwomen Awards 2025 shortlist

Amongst the Channel Islands based companies and those with branches on the Islands

DFM has £1bn in sight with advice buy

IPS Capital acquires Saffron Walden-based Greenwood Financial Planning for an undisclosed fee.

Wealth and Asset Management