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

M&G Wealth launches adviser tool ahead of LTA abolition

The tool can easily recognise whether allowances are higher under default or certificate rules.

Abrdn shareholder sold out after ‘losing confidence’ in management: reports

The business has also restructured, closed or merged more than 250 of its investment funds.

Objectway named as a Strong Performer in analyst report on Digital Wealth Management Platforms

Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024” .

Carlyle to launch new European Private Credit strategy for private wealth investors

The strategy is designed to generate income by tactically allocating assets to a wide range of credit strategies

Seeking Alpha: UBS's top gatekeeper sets sights on 'niche' fixed income

With the growth of the active ETF wrapper, Kristen Griffin is thinking about how to bring non-standard parts of the fixed income market to the wealth channel.

JP Morgan Global Growth & Income launches up to £40m fundraise amid wealth manager demand

0.6% premium to NAV

Four prizes for Lombard Odier at the WealthBriefing Swiss Awards 2024, including Best Domestic Private Bank

The accolades recognise our banking expertise and the strength of our cutting-edge technologies in serving our clients.

Monthly update: Markets continue positive performance

Despite a shaky start to the year, strong market data and rallying technology sector grew investor confidence.

JM Finn shortlisted for 3 City of London Wealth Management 2024 Awards

Nominations follow the firm’s win for the Best Discretionary Wealth Management Award in 2023.

Comco report on the CS takeover takes a victory lap

This has now apparently resulted in delays in publication.

SJP remains ‘active advocate’ despite passive move

Pressure on fees has raised the prospect of a move into lower-cost funds, but SJP says it is still an advocate for active investing.

UBS Restarts Buyback as Ermotti Slogs Through ‘Pivotal’ Year

Expenses related to the integration in the final three months of 2023 helped push the bank to its second-straight quarterly loss.

Amundi Buys Swiss Firm in €350 Million Private Markets Push

Amundi expects the deal to generate more than 13% in return on investment in three years, including revenue synergies.

Julius Baer's private debt write-off splits investor opinions

BRUSSELS: A significant chunk of European fund buyers are still planning to top up their private debt allocations in coming months.

Natwest’s margins in focus as lender gears up for year of big changes

Investors will be focused on how resilient banks’ margins are in the face of a highly competitive market for deposits and mortgages.

Pictet announces full-year 2023 figures

Solid results affirm long-term business model

Praxis and the promise of a tech bro utopia

Praxis claims to be creating 'tech-powered, values-driven cities of the future'. But is there any substance behind the buzzwords?

Societe Generale Results at 31 December 2023

Revenues of EUR 25.1 billion, down by -7.6% vs. 2022

How Abrdn, BlackRock and DWS are gearing up for a digital assets boom

Fund giants want to make sure all departments have the right skills for the coming digital assets boom

Vontobel to Cut Costs After Profit Declines

It characterized the market environment last year as being «particularly» challenging for active asset managers.

Wealth and Asset Management