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

HSBC trims private bank staff and reduces office space in Switzerland

Lender relocates some workers to cheaper countries as it continues cost-cutting push

HSBC’s Private Bank Plans Zurich Hires as Part of Wealth Push

The expansion comes as the bank reduces the size of its Geneva office as part of a pandemic-driven shift to flexible work, in addition to moving more back-office operations to cheaper locations.

Tavistock backs out of £3.7m IFA acquisition

Deal is no longer in the firm’s ‘strategic interests’

Schroders MPS boss targets £10bn AUM by 2025

Many of the strategies in the range own passive funds, a type of product not offered by Schroders.

Merchant acquires minority stake in Fusion Family Wealth

The firm oversees more than $1bn in assets on behalf of private households, as well as 401(k) retirement plans for professional service organisations, including accounting and law firms.

Bank of Cyprus named Best Private Banking & Wealth Management Bank

The selection of the best Banks is done after an independent analysis of financial organisations in relation to the quality of service offered to private and institutional customers

How our future headquarters will shape the local economy

The office will bring together almost all employees currently based across the large private bank’s six Geneva sites, "that is to say 1,700 to 1,900 people initially", estimates Patrick Odier, Senior Managing Partner of the Group.

Credit Suisse Group announces fourth quarter and full year 2021 financial results

We intend to continue to operate Credit Suisse Group with a stronger capital base and a CET1 ratio of at least 14%.

Julius Baer Guernsey wins top Euromoney award

As well as winning Best Private Bank Overall, the local branch also won awards for its interactions with High net worth and Ultra high net worth Clients.

Delfin Private Office joins forces with Tantallon Capital Advisers

A joint venture between London-based family office advisory firm Delfin and a division of asset management firm Tantallon Capital Advisers aims to serve the world’s wealthiest families in Singapore and London

UBP extends its activities in private markets

In 2021, UBP broadened its expertise in real estate by hiring Pierre Escande as Head of Real Estate and Frédéric Vernier as Senior Transaction Manager.

Banking - Luxembourg Financial Center - Luxembourg for Finance

Luxembourg has been able to build a unique ecosystem for the banking industry

Global Private Banking and Wealth Management Survey

It is an informative guide for high net-worth individuals on the range of professional wealth management service providers that are available.

The WealthiHer Network Doubles Growth

This month alone, The Network has secured three new investment firms with a combined £50.1 billion assets under management a year.

Private markets leader strengthens European presence

The opening of the new office in Zug is the latest development in the firm's commitment to strengthen and grow its presence in the region.

Pictet Tops One Billion

Excellent investment performance and clear focus lead to strong result.

How Can You Manage Rising Inflation Through Your Personal Finances? by Coutts

Rising inflation has become an increasing concern for many people in the UK. Mitigating it means understanding how best to manage your personal wealth.

360 Accountants in partnership with leading wealth management firm

The synergies between the two businesses are also extremely apparent.

Three family offices invest to enable the business to scale and increase lending to SMEs

They bring a wealth of experience and know-how as founders from a variety of sectors, including healthcare, e-commerce, transport, retail, real estate and financial services.

World markets summary - WH Ireland

Slowing global liquidity is by definition a less hospitable environment for financial assets.

Wealth and Asset Management