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

SJP expands VR adviser training with CII course

The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.

Indosuez’s “Startup Connections” comes to Luxembourg

The idea seems simple: the asset manager advises entrepreneurs who have already found success, suggesting that they “give back” the support they once needed and got.

Fixed income: Positive bias towards credit

Positively, we have continued to see investor-friendly announcements being made towards the asset class.

Objectway continues its streak in the WealthTech100 for the sixth consecutive year

Chosen by a distinguished panel of analysts and industry experts

Vontobel launches 3-year maturity EM bond fund for A-rated PM

Three-year maturity aligns with current market conditions, says the fund’s manager.

Leonteq becomes market maker at BX Swiss

In this context, Leonteq also announced in February 2024, that it intends to become a market maker on this exchange.

Management of the ZKB Philanthropy Foundation: The die has been cast

The ZKB announced the establishment of such a foundation at the annual media conference at the beginning of February this year.

Wealth management firm at the double with awards scoop

Financial advisers prove to be best in class after national award wins

The War Chest of J. Safra Sarasin is Fully Stocked

The very discreet J. Safra Sarasin performed solidly in the challenging year of 2023.

Credit Suisse's Demise Benefits Swiss Crowdlending Pioneer

Credit Suisse (CS) and UBS long held sway in Switzerland’s corporate banking world.

Dubai-headquartered Hoxton Capital Management hits $1.6bn AUM

The company has grown to 300 staff, with offices in the UAE, UK, USA, Europe, Australia and South Africa

‘Consumer duty’ and the challenge facing wealth management firms

From the magazine: The FCA’s new regulations have made wealth management firms ask serious questions of themselves

Wealth managers predict tokenisation adoption of funds over next five years

Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.

Wealth portfolios boosted in Q1 as inflation cools

ARC’s estimates reveal that its four private client indices all went up in the first quarter, as investment managers benefited from asset classes producing positive returns.

EdRAM sells convertibles business to Kepler Cheuvreux subsidiary

Ellipsis Asset Management said the deal would make it one of the top five convertible bond asset managers in Europe.

Söderberg & Partners launches MPS on adviser platforms

There will be three options on offer: core, sustainable core and active core.

Rathbones serves as official wealth management partner

Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.

The top three challenges for German financial companies in 2024

Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels

Only third of HNWIs utilising new pension annual allowance

For those aged 55 and over the ‘shortfall’ is even larger, at more than £115,000.

EFG boss Pradelli is not targeting “old money” and is looking for new RMs

Former Julius Baer boss Boris Collardi has been on board since 2022.

Wealth and Asset Management