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

Wealth managers go west with acquisition

Glasgow base helps Tweed Wealth Management cover the nation

Evelyn Partners adds 2 funds to Sustainable MPS in rebalance

The team also added to its positions in the FTGF ClearBridge US Equity Sustainability Leaders and Brown US Sustainable Growth funds.

Wealth managers warn investors of upcoming UK government tax raid

The stark warning from wealth managers follows UK Chancellor Rachel Reeves refusing to rule out tax rises and after Sir Keir Starmer warned the autumn budget will be ‘painful.’

BNP Paribas Asset Management launches fixed maturity ETFs

The portfolio typically has a short to medium-term maturity such as three or five years, depending on the investment horizon.

Dubai-based Hoxton Capital Management rebrands to Hoxton Wealth

Since Hoxton’s inception in 2018 it has committed to being a more wealth tech-focused and less ‘pen, paper and pinstripes’ advisory model

BCGE: Restructuring the Group’s front-office activities

The BCGE Group’s front-office divisions are being restructured to strengthen their positioning vis-à-vis the Bank’s various client segments.

Laurent Gagnebin: “There is some movement in the banking sector”

A comparison is relatively difficult because we had special effects last year due to the takeover of Bank Pâris Bertrand.

LLB Invest merges multi-asset funds

Both the discontinued fund and the absorbing fund are managed by Wolfgang Matejka.

Rothschild & Co Zurich’s profits decline on lower interest income

The bank has reported a year-on-year drop of 20% in gross profit while assets under management rose to CHF 33.9bn.

German family office combines multi-asset funds

The abandoned AES Selekt A1 strategy was launched in 2007.

Barclays to shut wealth management services in 130 countries

Barclays announced plans in April to restructure its wealth business

LLB Group with further increase in profit

The bank group again increased its profit.

Former Credit Suisse Marketing Chief Reemerges

He received several awards for his ability to create an emotional connection to what are often considered «dry» financial products.

HSBC looks to double UK wealth business as banks target 'mass affluent'

Big banks have traditionally shunned the mass affluent

BancaStato Group Half-Year Financial Results 2024

After an unrepeatable 2023, the operating result falls by 16.0% and reaches 85.7 million, still double that of 2022.

From Geneva to Dubai: Lombard Odier shares its private banking ambitions in the Middle East

Malik is based in the gate building of the Dubai International Financial Centre.

St James’s Place: UK’s largest wealth manager kicks off share buyback

St James’s Place also announced it had taken in £1.9bn in new client money over the period, above the £1.3bn expected by analysts.

Tatton launches joint DFM ventures with two IFAs for first time

Two advice firms have created joint DFM ventures with MPS provider Tatton, with all parties benefiting from discretionary management fees.

Martin Schilling: «The Redistribution of CS Funds is Yet to Come»

Against this backdrop, he expects that in a few years there will be only about 60 wealth management banks, as he further notes in the interview with finews.tv.

Hargreaves Lansdown’s acquisition by private equity could herald a new era for wealth management

Could this be the start of a whole new era of consolidation?

Wealth and Asset Management