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

UBP House View - January 2024

This strengthens our message to stay invested in both equities and fixed income.

German asset manager acquires Swiss company

The company launched a fund in Switzerland as early as 2022.

Intesa CEO to Focus on Wealth Management as Interest Boost Wanes

Intesa has benefited strongly from rising interest rates, boosting profitability over the past quarters.

Liontrust Asset Management net outflows continue in Q3

These challenges include the fact active managers have never been confronted by such a competitive environment to attract and retain assets as is the case now, both from within and outside the sector.

Brooks Macdonald Group: Second Quarter FUM Announcement and Half Year Trading Update

"FUM up 4.3% in the quarter to £17.6 billion"

TISE sets new records during 25th anniversary year

Despite continued adverse macro-economic conditions, there were 842 new listings on TISE during its 25th anniversary year.

Exclusively for women: Corinne Brecher uses ZWEI Wealth for her customers

The cooperation with ZWEI Wealth allows Corinne Brecher to expand the range of services for her portfolio heroines to include wealth office services.

‘The Swiss market has too many banks’: Oddo BHF managing director

Christoph Geiseler made the comments at Citywire’s private banking roundtable.

Mediobanca announces the launch of Mediobanca Premier, the bank specializing in wealth management for Italian households

Mediobanca Premier combines and creates value from two of the Group’s distinguishing features.

Cardale rebrands to Titan Private Wealth and gears up for recruitment drive

It provides clients with exposure to cash, property and alternatives such as absolute return, private equity and infrastructure.

HIGHVERN launches Fund Administration business in Guernsey

Since then, the company has continued to build out its expertise in private wealth, developing HIGHVERN’s reputation as a firm that operates with integrity, discretion, and responsibility.

Steve Conley: Wealth management requires a radical rebrand

Stemming from the Old English ‘welth’, which signifies wellbeing, wealth extends far beyond material riches.

Banque Cramer with late withdrawal from Moscow

The institute has decided not to ask the Russian central bank for an extension.

What the FCA's call to action means for wealth managers

Identify how managers can meet the FCA's expectations

Brooks Macdonald cuts costs by £4m

As at 31 December, the group had £5.2bn of funds under management or advice.

Fresh-faced CEO drives 30% net new money growth at Vaduz private bank

Banque Havilland Liechtenstein’s CEO Fabian Käslin says a 'red carpet service', and a sense that 'small is beautiful again' is powering inflows at the boutique bank.

IQ-EQ’s Group CEO named in eprivateclient’s 50 Most Influential for 2024

The ‘50 Most Influential’ recognises and celebrates the most prominent leaders within the private wealth industry in the UK and Crown Dependencies.

Rathbones takes £300m hit from Investec W&I exits

Following its fourth-quarter trading update, Rathbones says things are now settling down as the firm starts integrating Investec Wealth & Investment.

'Private equity puts management's toes to the fire'

Cook has plenty of experience with private investors, having been a board director at Thesis Asset Management when private equity was brought in.

UBS Against Wall Street: The Race for Market Cap

The increase in value over the past few months means that UBS is now trading at a price-to-book ratio of 1.1. Morgan Stanley

Wealth and Asset Management