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

Ruffer eyes job cuts as ‘down year’ hits hard

The company told the Financial Times that it had been “making changes needed to best serve existing and new clients in a fast-evolving industry landscape”.

Proposed non-dom changes put HNW global mobility in the spotlight

Proposed changes to the UK’s non-dom tax rules as part of the latest UK budget have raised the issue of where families of great wealth choose to call home, writes Robert Moore, Director – UK at Jersey Finance

GAM tech fund outsources management to Liontrust

The fund’s manager Mark Hawtin has agreed to join Liontrust.

Third Financial reinforces commitment to HNW wealth market with latest signing

Third’s wealth platform is already providing Mountstone with new capabilities and efficiencies following a seamless migration of assets from its previous provider.

BlackRock reworks soft-close limit on Swiss mid-cap fund

Asset management giant has upped the daily limit imposed at the end of last year.

Loveday & Partners joins Titan Wealth

The company’s directors and its team of advisers and administrators will stay with the business

Tatton tops most recommended MPS table

The previous most popular MPS investment solution, Timeline Classic 50, fell to fifth in the latest tables compiled by data provider Defaqto.

MKC Wealth named as one of the ‘Best Financial Advisors to Work For’ in the UK

These combined scores then determined the top firms, with 25% of the total score coming from the first part and the remaining 75% from the process’s employee survey element.

HSBC Global Private Banking: Revisiting your wealth plan as uncertainty abounds

HSBC Global Private Banking’s multifaceted wealth planning and advisory teams can help UHNWs future-proof their assets ahead of UK and global elections

Entries open for fourth annual PIMFA Diversity & Inclusion Awards

Businesses both large and small will have examples of innovation aimed at improving their inclusivity and performance, which in turn drives positive change across the industry.

Investments & Wealth Institute Announces Changes to its CIMA Certification

The Certified Investment Management Analyst certification program has been updated to reflect the current knowledge, skills and capabilities needed for today’s advanced practitioner.

LUKB's quarterly financial statements as of March 31, 2024

Growth by broadening the earnings base is once again a priority objective for our bank this year.”

Leonteq and Raiffeisen extend cooperation until 2030

Leonteq will also continue to distribute Raiffeisen issued products through its own distribution channel in Switzerland, Europe and Asia.

Artificial intelligence – The new wave of innovation

The latest generation of technology has been sweeping headlines for the past year and grabbing investors’ attention.

Eurazeo launches private markets fund for European wealth managers

The strategy is the result of a collaboration between the French asset manager and alternatives platform Moonfare and is part of an effort to boost its European fundraising.

Merchants’ painful SJP call as Close blow adds pressure

Merchants Trust’s post-pandemic recovery stalls as the UK equity income fund’s annual results show a double blow from FCA interventions against two holdings.

The digital frontier: how tech-driven wealth management is transforming multi family offices operations

The adoption of these technologies signifies a departure from traditional methods, leading to more efficient, secure, and individualised financial strategies.

Rumors about a coup by LGT in Germany

In addition to LGT and LLB, which also comes from Liechtenstein, Swiss financial institutions are also currently expanding into German private banking.

Private banks place importance on Asia desks in Switzerland

Ongoing geopolitical tension and desire for booking diversification has kept desks serving wealthy Asian families in Switzerland busy, despite concerns from Chinese clients.

Swiss banking plan leaves 'relieved' UBS out of immediate firing line

Switzerland said that capital demands could be adjusted to reflect exposure to international subsidiaries, as well as lenders' governance, complexity and profitability, without setting specific thresholds.

Wealth and Asset Management