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

Rothschild receives two top awards

For Bank for Governments of the Year, judges highlighted our willingness and ability to think creatively for clients and our trusted relationships with governments around the world.

Julius Baer reduces participation in NSC Asesores

The transaction follows a review of the Group’s strategic participations and the conclusion that NSC Asesores can develop and grow best under a different ownership structure.

Quilter Cheviot partners with the WealthiHer network

The WealthiHer Network is a leading professional network

‘The market will shrink’: Russian clients in Switzerland face uncertain future

With the full extent of new sanctions unclear following Russia's invasion of Ukraine, Switzerland's specialists in Russian clients share their expectations for the industry's future.

Irish-based expats adviser changes hands in CEO-led buyout

Firm plans to double portfolio, targeting Irish citizens in the EU and expats in Ireland

LLB Group reports record growth

With a net new money inflow of CHF 7.2 billion, the LLB Group achieved the largest organic growth in its history.

The dawn of a new data era for family offices

Having access to data such as cash at bank and project costs evaluation would allow family offices to judge a situation in real time, enable them to make complicated decisions more easily, manage investment risk, and seize opportunities quicker.

Brooks Macdonald linked to new bid for 7IM

Brooks Macdonald manages about £17bn and 7IM just over £20bn.

Van Lanschot Kempen: Net profit at €143.8 million

Assets under management (AuM) climbed to €112.1 billion (2020: €99.0 billion) on the back of a market performance of €9.5 billion and Mercier Vanderlinden’s AuM of €3.8 billion.

St. James’s Place annual results

During 2021 we achieved record gross and net flows and these, together with positive investments markets

Lombard Odier reports strong 2021 annual results

The robust increase was supported by strong net new money flows over the year, as well as positive investment performance and market impacts.

Pre-tax profits soar at Rathbones

Our financial results for 2021 are strong

Complexity is the biggest wealth planning challenge for serial CEOs

Unpick pay structures and pensions before making plans – Matthew Brown

EFG International reports full-year 2021 results

EFG International reports full-year 2021 results Net profit of CHF 205.8 million (+78%); NNA at +5.5%; dividend of CHF 0.36 (+20%)

‘Swiss Secrets’: What would EU blacklisting mean for Switzerland?

The Swiss Secrets scandal threatens to shift the country back to the European Union’s blacklist - but what does that mean for Switzerland?

Abrdn streamlines pay and benefits structure for advisers

Abrdn Financial Planning will be making a further change on 1 April, to “standardise” terms and conditions.

HSBC More Than Doubles Profit

Reported profit after tax up $8.6bn to $14.7bn and reported profit before tax up $10.1bn to $18.9bn.

Hargreaves Lansdown expands into advice

The company reported pre-tax profits of £151.2mn in the period.

Titan Wealth Holdings Acquires Cardale Asset Management

The acquisition of Cardale is anticipated to double Titan Wealth’s revenues and will also support its continued growth towards meeting its target of £20-30bn in AUM within four years of launch.

Credit Suisse denies wrongdoing after big banking data leak

While as a matter of law Credit Suisse cannot comment on potential client relationships, we can confirm that actions have been taken in line with applicable policies and regulatory requirements at the relevant times, and that related issues have already b

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