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

Zurich digital WM CEO: ‘We want to be the main provider for retail investors’

‘Roughly two thirds of customers invest for the first time. They often will not invest all of their money in us,’ he said.

SFAMA and AMP Switzerland to merge

The former chairman of the AMP and president of SFAMA is president of the new association.

Jersey wealth managers merge

As UK financial planning firm agrees eighth M&A deal of 2020

Schroders Global Investor Study 2020: Millennials are more likely to compromise their personal beliefs if the return is high enough

Millennials[1] are more likely to compromise their personal beliefs in order to benefit from potentially higher returns, Schroders Global Investor Study 2020* has found.

One third of clients considering switching wealth managers

One in three wealth clients are considering switching, with the richest investors the most fickle.

Asset manager signs deal with wealth firm to bolster LatAm arm

As it targets offshore investors from Argentina, Panama and Uruguay

Investment Performance Awards 2020: Shortlists revealed

This year’s awards will credit those wealth firms that have delivered strong returns for clients in these tough market conditions.

Klaus Wellershoff says WMs treat clients ‘miserably’ and must improve

If clients really understood how miserably they were treated, there would be a huge pressure for those who do not do well to level up their business,’ he said.

Investec Wealth & Investment throws hat into ring in MPS price fight

AMC of 0.2% makes model portfolio range one of the most competitive on the market

Deutsche Bank wins dismissal of Warburg’s cum-ex suit

Warburg did not pay any capital gains tax for these trades but had it offset against its corporate income tax.

In conversation with Farah Ballands, CEO

In 2015, we decided to sell the trust company – so I led the management buy-out of that part of the business, which was backed by Bridgepoint and became Estera.

UBS calls in McKinsey to explore merger with Credit Suisse

A merger between the two heavyweights has reportedly been considered by executives at both banks over the years, especially as their goals and methods have become ever more synchronised.

Utmost Wealth Solutions announces launch of new Apex (Portugal) product

The product launch is an exciting development for our Group, key advisers and clients.

IFA firm adds £200m in AuA with 14th acquisition

It is the company’s first office in Sussex

Close Brothers 2020 profit falls on virus hit

Throughout this time, we have maintained regular contact with our customers and increased their choice of channels for engagement with us

Post-holiday blues by Rathbones

As winter approaches, the news looks glum. Yet we should take heart from our ability to adapt, argues chief investment officer Julian Chillingworth.

The frustration that these women are feeling is entirely understandable when they have already experienced many financial penalties throughout their lives which will have impacted their ability to save for a decent pension.

WealthSelect takes profits following market highs and adds to UK and Europe

Within each region the portfolios have focused the reductions in growth managers which have outperformed, with value managers being topped up.

Julius Baer pulls AT1 as markets deteriorate

Bookrunners Citigroup and Deutsche Bank opened books for the perpetual non-call seven-year Reg S deal during Asian hours with initial price thoughts of 4.5% area for an expected size of US$350m.

UK firm's new arm to offer high net worth Indians value-add investments

Investors from the Indian sub-continent are very familiar with investing in UK real estate, in particular the residential buy-to-let asset class and second homes.

Wealth and Asset Management