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

Private assets, public appeal – will these investments weather rising rates?

Markets fear trouble ahead for privately held companies with larger debt loads than their publicly listed peers.

Mirabaud Asset Management's Private Equity Arm Invests in the Watch illuminator Monyco

This investment is a perfect fit to Mirabaud Patrimoine Vivant’s mission of supporting the development of European houses possessing unique know-how, alongside outstanding managers.

Mishcon de Reya successfully defends £4 million claim brought by a former employee against Canaccord Genuity Limited

He alleged that he had been promised a retention award of £1 million of Canaccord shares in summer 2015.

Julius Baer Outlines its New Targets

Significant improvement in gross margin and adjusted cost/income ratio compared to second half of 2021 – Assets under management impacted by markets downturn and client deleveraging – Julius Baer well on track to deliver on 2022 targets

Bearish positioning increases the risk of a market rebound

World inflation nowcaster: long-term (left) and recent evolution (right)

Light at the End of the Tunnel?

The maximum drawdown in the current fall of 2022 has been 16%

PraxisIFM reports solid results as business embarks on a new growth era

The Group is also targeting a more balanced portfolio, with Private Wealth currently accounting for two-thirds of revenue.

Julius Baer cuts Moscow ties; outlines Russia exposure

Julius Baer, which has been complying with relevant national and international sanctions on Russia, stopped accepting new Russian clients following Russia’s invasion of Ukraine.

Major Credit Suisse shareholder calls for CEO to be replaced

A managing partner at Artisan Partners told Reuters that Thomas Gottstein should be removed from his position due to poor performance during his tenure.

Cazenove Capital grows Wealth Planning team across the UK

The recent appointments mark the latest in a series of strategic hires to grow Cazenove Capital’s Wealth Planning

Schroders celebrates first anniversary of Schroder Investment Solutions

This aligns with Schroders’ recent adviser survey which revealed that 75% of advisers saw an increase in the number of clients asking for sustainable investment options in 2021.

Approach philanthropy as you would your wider investment strategy – Kate Boswell

Helping clients develop a framework for their philanthropic giving

Cazenove Capital’s CEO named one of the 50 Most Influential in UK Wealth management for third consecutive year

Cazenove Capital and the Schroders Wealth international businesses enjoyed a very successful 2021, with organic net flows from new and existing clients of over £3 billion.

ABN AMRO reports net profit of EUR 295 million in the first quarter

Demand for credit was good and both the mortgage and corporate loan books grew.

Apex Group announces acquisition of the Maitland business

This strategic acquisition adds $200bn of Assets under Administration and $17bn of Assets under Management to the Apex platform.

Ninety One reports record full-year earnings and AUM

Ninety One proposed a final dividend of 7.7 pence, resulting in the full-year dividend increasing 16 percent to 14.6 pence a share.

Carey Olsen shortlisted in the Chambers High Net Worth Awards 2022

The awards look to celebrate the achievements of firms and individuals over the past 12 months by recognising outstanding work, impressive strategic growth and excellence in client service.

IQ-EQ wins two awards in 2022 Citywealth Magic Circle Awards

Winners were revealed at last night’s black tie gala dinner in London

abrdn launches JISA on Wrap

The JISA will have access to the full open architecture suite of funds currently available to Wrap users and can also accept transfers of funds currently on the platform.

South African wealth firm aims to ‘disrupt’ UK advice market

South Africa is a well-established market, and it has a lot of positives from an investment perspective.

Wealth and Asset Management