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

Mediobanca reaches for low-hanging wealth fruit

The business serves customers with some 17 billion euros of assets and makes about 25 million euros a year in net profit.

Brewin Dolphin: Quarterly Trading Update

Q3 discretionary net flows of £0.7bn, an annualised growth of 6.1%; implementation of our custody and settlement system remains on track

JTC Employee Shared Ownership Programme Awards £20M To GLobal Workforce

The business listed on the London Stock Exchange in 2018 and current employees own around a fifth of the issued share capital.

Mind the 300-year gap

It takes closer to 750 years for employees in consumer discretionary companies to achieve parity with their CEOs

CIO views: the power of selection

Pessimists will focus on rising Delta cases and the threat of further mutations of the virus, the risk of inflation, taper-timing and the downside risk driven by high valuations.

Robeco selected by St. James’s Place Wealth Management as sustainability engagement partner

Through the partnership, Robeco will also help broaden the wealth manager’s client reporting capabilities, such as sharing information on its engagement activities through case studies that demonstrate the difference it is making through collective

AJ Bell hits £70bn assets mark for first time

The advised platform achieved net inflows of £1.1bn in the quarter, up 57% on the prior year figure of £700m.

Monaco Family Offices, funds keen to tie-up with UAE

A select group of exceptional companies, people, and great opportunities for the local economies partnered with UNITE Monaco sharing the same ethos of adding value to the regions, supporting trade, social and economic progress.

Trillions of dollars at stake: don’t overlook the Great Wealth Transfer

The generation that is inheriting the world’s wealth has grown up in an environment where social media spotlights

Bank of Ireland acquires wealth management services provider Davy

Bank of Ireland will also pay for such excess cash, due to be finalised at completion, which will be largely comprised of the proceeds from these disposals, currently estimated to be c.€125 million.

Credit Suisse Reaches for Check Book to Retain Staff

It quoted a senior banker as saying that the bank equalled a 30 percent pay rise from a rival in a bid to retain them.

Nordea Says 90% of New Money Now ESG as Wealth Unit Hits Record

ESG accounted for 90%, or 2.4 billion euros ($2.8 billion), of second-quarter net flows

EFG net profit triples

The bank also substantially de-risked its legacy life insurance portfolio.

Four-fold success for Crestbridge Family Office Services

Winners of the Awards will be selected through an online voting process and by an independent panel of professionals in the private wealth management sector and announced at a ceremony in November.

Stonehage Fleming swoops on £1bn private client business

Maitland’s Private Client Services business will bring further scale to Stonehage Fleming

Julius Baer Benefits from Strong First Half

Following a record-high net profit in the first half of the year, we are entering the second half from a position of strength: fully focused on delivering on our strategy and prepared to capitalise on our position as employer of choice and to capture gro

Wealth and Asset Management