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

Why you should do estate planning before selling your business

Planning as early as possible how you want to use the wealth you have accumulated to your loved ones will give you more options.

The private banking association is now even more hoping for new members

Now the lobby organization has gained a new institute - and hopes that the trend will change.

LGT continues expansion in Germany with new office in Frankfurt

LGT has recruited a team of highly experienced local private banking experts to build the business in this new location.

Constructing ESG portfolios to achieve both performance and impact

But the nature of this fast-evolving discipline has changed dramatically.

Söderberg & Partners snaps up two more UK advice firms

These deals mark its fifth and sixth IFA acquisitions in the UK market

Wealth advisers predict global private equity bounceback driven by UHNW investors

After signs of a sluggish 2023 for PE funds and M&A activity globally, there are signs of optimism for 2024

IQ-EQ achieves four shortlistings in 2024 Citywealth Brand Management & Reputation Awards

IQ-EQ has a very strong track record of recognition in these awards

Which Swiss investments will perform best in 2024? Let's ask the experts

Investment chiefs at Blackrock, Swiss Life Asset Managers and Swiss Rock Asset Management weigh in on 2024.

Don’t give up on St James’s Place, Hargreaves Lansdown, Abrdn and Schroders just yet, says broker

Meanwhile, as interest rates have increased over the past year, investors have dumped underperforming UK equities in favour of cash.

Hawk Group Limited and Sancus Lending (Jersey) Limited Announce Strategic Joint Venture to Amplify Market

This collaboration marks the first truly expert family debt vehicle through which investors are able to benefit from innate stability and growth.

Evelyn Partners launches programme to train the next generation of financial planners

Evelyn Partners’ new Financial Planning initiative – which is initially being offered in London, Glasgow and the North West – builds on the existing Investment Management and Professional Services graduate programmes.

J Safra Sarasin closes sub-scale sustainable bond fund

Basel-headquartered group calls time on strategy run under partnership with German giant due to decline in assets.

Boss of Norwich wealth management business dies aged 61

In 2018, he successfully completed a buyout of the business - which at that time had £250m of funds in its portfolio.

Private bank Baumann & Cie is in great shape

The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.

How the expanded Dormant Asset Act revolutionises financial planning

To date, £1.7bn has been transferred to the Reclaimed Fund Limited.

Allen Tomas & Co partners with Fairstone Wealth Management

But co-owner Michael Crisp said the new partnership would allow them to focus more on the customer service side of the business.

How Gen Z is navigating the world of wealth

How does the asset management industry persuade Gen Z to save?

Top 100 wealth management and other financial services firm visitors to TWM in 2023

A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic

“Bringing the retail banking boom to wealth management” – Peter-Jan van de Venn, Hexaware Mobiquity in ‘The Fintech Magazine’

During those 10 years, most areas of retail finance were fast migrating to mobile-first provision and high-touch customer interaction, led by young businesses challenging the way established banking institutions operated.

CREALOGIX publishes interim financial statements for the first quarter of the financial year 2023/24

Purpose of these interim financial statements

Wealth and Asset Management