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

Financial planning firm Finura snaps up Tenacity Wealth Management

This is the second acquisition Finura has made over the past three years. It bought James Harvey Associates in 2021.

SJP CIO Onuekwusi: Retail investors lack appropriate structure to access private markets

Open-ended structures 'have to work'

St James’s Place’s troubles present an ‘opportunity’, says rival chief

SJP is a “phenomenal” business however and JM Finn was not expecting a “wave” of clients to pour across from SJP, Bedford said,

Making The Most Of Your Career's Defining Monent - The art Of The Business Exit

The head of our Business Exit Programme, Greg Kyle-Langley, details how advice and guidance at the crucial moment of exit could provide lifelong value.

Labuan IBFC awarded commendation as international domicile at the European Captive Awards 2023

Accolade highlights continued interest in domicile as both a regional and global captive hub

Deutsche Bank Private Bank CIO Outlook 2024: Finding Growth

Moderate growth is expected in industrialized economies whereas Asia remains the global growth engine

Migros Bank enters into a future-oriented partnership with Inyova: sustainable investing is becoming the focus

In the future, customers will be able to invest in companies that contribute to solving the climate issue.

Schroders wins Investment House of the Year at Risk Awards 2024

Rathbone Unit Trust Management renamed Rathbones Asset Management

The change in name follows the renaming of Rathbones Group Plc earlier this year.

7IM launches AI partnership to boost advisers’ productivity

The adoption of the latest advances in generative AI, NLP and large language models will allow 7IM to use AI-technology to build a scalable operating platform,

New billionaire heirs overtake self-made ones as $5.2 trillion wealth transfer begins

UBS, which counts half the world’s billionaires as clients, found that $150.8 billion was inherited by 53 heirs over the 12 months to April

BaFin raises alarm over unauthorised Zurich investment house

Supervisory authority warns investors about offers from Swiss Solution Partners.

The Henley Wealth and Sustainability Report

Besides phasing out fossil fuels, the other two core themes for the upcoming UNFCCC COP28 conference in Dubai, UAE, are building climate-resilient societies and investing in climate solutions.

Julius Baer Sailing Close to the Wind With Loan

This now means that the bank must plan on reserves once more – Julius Baer is therefore facing an alarming level of risk.

All the winners of the 2023 PA Wealth Partnership Awards

Rewarding excellence where wealth and asset managers work together for the benefit of end-investors

Schroders secures two prestigious accolades at Financial News’ Excellence in Institutional Fund Management Awards 2023

Schroders was also named runner up for UK Manager of the Year, as was Peter Harrison, Schroders Group Chief Executive, for Industry Personality of the Year.

DWS announces iCapital partnership to deliver global alternative asset strategies to the US private wealth sector

DWS recently confirmed its strategic ambition to leverage the demand from high-net-worth individuals and family offices for access to Alternatives strategies, including real estate, infrastructure and private credit.

LGT Bank once again among the top ten asset managers in German-speaking Europe

This once again places it among the top ten wealth managers in German-speaking countries.

Impax Asset Management Group plc Results for the year ended 30 September 2023

The Company is currently interviewing US-based candidates with a view to appointing a new USbased Non-Executive Director in due course.

Close Brothers looks for platform tech partner; SEI and Pershing frontrunners

Sources told NMA the current technology used by the wealth manager is being reviewed, and that the business may apply for custody permissions with the FCA.

Wealth and Asset Management