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

Valiant Increases Profit and Attracts New Private Client Money

Net interest income rose by 2.5 percent year-on-year to 335.5 million francs.

Edmond de Rothschild Corporate Finance confirms its position among the leaders in Small & Mid Caps with 60 transactions carried out in 2022

Based on a long-term view, the team specialised very early on in developing strong verticals in promising sectors that showed resilience in a context of crisis and inflation.

Spotlight on Growth Momentum in Asia

Asian economies have proved resilient, underpinned by factors such as increasing domestic demand, moderate inflation and renewed long-term capital inflows

Grabbing pension tax relief by using carry forward allowances grows in importance

As the end of the tax year on 5 April fast approaches, savers and investors need to think about whether they are using their allowances to maximum effect.

M&G Wealth unveils investment app

The minimum investment is £500 and is only available to UK residents.

Alan Boswell Group buys finance firm ARW Wealth Managers Ltd

As part of Alan Boswell Group's expansion plans, two new directors joined the board last year to help steer the company through its next phase of development.

Interest rate gains help UBP balance acquisition costs

Adrian Künzi, head of wealth management European markets, explains what the Swiss bank looks for when selecting acquisition targets.

UBS's fourth-quarter and full-year 2022 results

2022 net profit of USD 7.6bn, 17.0% return on CET1 capital

Schroders Family Office and Schroders Capital sponsor inaugural London Business School family office conference

Participants will be single-family office executives, Head of Private Equity or Head of Alternative Investment and the families that they support.

Evelyn Partners attracted £5.4 billion of new business in 2022 and achieved record operating income

On a full-year basis, operating income for the year rose 7.1%

Three Reasons for UBS’s Positive Inflows

How was this possible?

Export industry defies challenging environment

Due to the numerous global challenges, SMEs are focusing on securing what they have already achieved, with penetration of additional markets receding into the background.

Global asset manager opens office in Switzerland

To bolster its presence in continental Europe

The UK Buyers Snapping Up Irish Wealth Managers

Kingswood agreed to pay €25.8m to acquire 70% of MMPI, formerly known as Moloney Mortgages Pensions and Investments.

Liontrust brings in duo to revamp £5.8bn multi-asset range

Liontrust has joined forces with Hymans Robertson and Defaqto to provide strategic asset allocation and risk profiling in anticipation of a very different investment climate over the next decade.

Arab Bank (Switzerland) Ltd. signs up with Apex Group’s digital bank

Apex Group’s Digital Banking services, delivered by subsidiary EDB provide an agile and responsive solution for institutional clients including Asset Managers and SPVs, Family Offices, Corporates, Trusts and UHNWI.

Investing in Credit Suisse Rights Offering Pays Off

Almost all of them, some 98.2 percent of the share capital, took advantage of the opportunity.

JTC's Caribbean Team Wins Gold At Citywealth IFC Awards

Winners are selected by an international panel of highly respected practitioners from multiple jurisdictions, based on their achievements, their innovative approach and their clear expertise.

Guernsey wins International Finance Centre of the Year award

It just goes to show that Guernsey is a well-respected, leading finance centre and remains a safe, stable and secure jurisdiction of choice.

Democratising wealth: A unique business opportunity to impact wealth management today and shape the future

Wealth managers are carrying on ‘business as usual’ in an environment where client demands are fast-changing, leading to massive asset shifts within the market.

Wealth and Asset Management