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

Diary of a Fund Manager

Venturing out into this virus constrained world is difficult and so observing the fire-breaks being put in place to stem transmission and mutation can only be done virtually.

Swiss economy ‘likely to recover in the coming quarters’: UBS

If there is little uncertainty concerning monetary policy and interest rate trends, it is not clear what the end of the pandemic will bring, UBS says.

Old Dogs, New Tricks

Is it best to bank your profits or run with your winners?

GAM Holding AG: update on full year 2020 results

This update is regarding the impairment charges

LGT becomes signatory of the global Principles for Responsible Banking

This network of signatories facilitates the alignment of sustainability standards and enables joint projects to strengthen and develop sustainable financial institutions.

Kingswood launches advice academy

The training will see candidates acquire new technical and people skills as well as develop their financial planning knowledge.

Carlyle buys boutique

It is expected that a number of share- and option- holders, the majority of whom are staff, will roll over their holdings in HGL into shares in Hurst Point Group.

AFH on acquisition drive in 2021

Today’s results also showed the group was beginning 2021 with a bolstered workforce, having grown its employed adviser base throughout 2020.

President Biden - And Now For Something Completely Different

As much as putting money into people’s pockets is essential, they also have to have the confidence to spend it. Hence the stimulus programme must work in tandem with the rollout of the vaccine.

Banking heir Benjamin de Rothschild dies at 57

The thoughts of the Group's employees go out to his wife Ariane de Rothschild and his children

Van Lanschot Kempen completes acquisition of Hof Hoorneman Bankiers

We expect to complete the integration of Hof Hoorneman Bankiers' clients, employees and funds by the end of 2021.

‘Worry about 2023’: ZKB CIO Schenk shares three trends for the future

‘I would say worry about 2023. Because while the pandemic might be over in 2022, we will see the economic consequences of it in 2023 and afterwards,' he said.

Citi Unifies Global Wealth Management Business

“Citi Global Wealth” to Deliver Full Spectrum of Products and Services Globally

Top 2021 Wealth Management Trends. What's Actually Changing?

While hoping that 2021 will bring us back to normal, it is time to re-examine the trends that are inexorably affecting the core of the industry.

Wildebeest investors and the dangers of the herd

Safety in numbers is not always the best approach

Mattioli Woods acquires BDO business

The EPUT business’s experienced team of three employees will join Mattioli Woods and operate from the Group’s existing office in Belfast.

Capgemini named a Leader by NelsonHall in its NEAT evaluation for Quality Engineering Services

Capgemini also continues to develop its continuous testing/DevOps platforms and is one the few firms that is taking steps to automate UX testing, beyond accessibility testing.

Fidelity launches UK wealth management arm

Fidelity Wealth Management will offer investment and retirement services.

Nick Train singles out Schroders as he targets burgeoning private wealth space

Schroders, M&G and Fidelity have all made plays in the wealth management space

Personalising Banking CX: the 'next normal'

Offering personalised experiences tailored to personas is definitely the ‘next normal’.

Wealth and Asset Management