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

Brooks Macdonald Group plc half-year results for the six months ended 31 December 2023

"Six months of strategic progress resulting in an 18% increase in underlying profit before tax"

Mirova targets €200 million for its new social impact private equity strategy

The fund aims to raise €200 million from institutional and individual investors in Europe and will be spearheaded by Senior Investment Director Judith-Laure Mamou-Mani.

Wealth managers vs Vanguard LifeStrategy: How the returns really stack up

Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.

Maerki Baumann unveils modern crypto brand

Maerki Baumann has launched a new brand for its cryptocurrency services.

UBS’s Antonia Sariyska on carbon tracking in wealth management

When private-wealth clients say they want to invest with impact, it is often up to the manager to figure out what that actually means.

Maerki Baumann launches new brand for its crypto services

The private bank has succeeded in positioning itself in a lucrative market niche, while launching additional services and tapping into further client segments.

Rathbones: Results Statement

Full Year to 31 December 2023

Rathbones forks out £6m to retain key staff after Investec W&I deal

Why Julius Baer advisory head is sceptical of semi-liquid funds

Mark Winterburn, head of investment advisory UK, is concerned that greater liquidity could lead to sub-standard returns.

Adviser appetite to launch own platform tails off

Firms need and want control of the data.

CBH Compagnie Bancaire Helvétique 2023 annual results

CBH Bank reports continued business and revenue growth in 2023

2023 Annual Results BCGE

Record profit and dividend

Annual financial statements of Credit Suisse real estate funds as of December 31, 2023

In line with developments on the investment market, the external valuation experts have raised the discount rates.

Private banks’ profits will reach 3.3 billion in 2023, an increase of 74.2% compared to the previous year

Unsurprisingly, margin income, totaling €6,965.8 million across the six banks, justified the increase in profits.

Indosuez WM: Female Attributes Prosper in Wealth

When compared to other areas of the financial sector, there is a particularly prominent share of females employed in Asia’s private wealth industry.

PIMFA urges Financial Conduct Authority to provide firms with the confidence they need to offer a Simplified Advice model

This will ensure that the advice given is focused on a specific outcome and client need, rather than taking consideration of the client’s wider needs and objectives which is currently required were they providing holistic advice.

Wealth and Asset Management