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

TEAM proposed acquisition of Jersey-based adviser HBFS will ‘no longer take place’

The acquisition plan was first announced in December 2023

UBS’s traders are doing well, its bankers not so much

The bank attributed the increase to rates and FX, even though rates traders elsewhere did badly.

Canaccord Wealth announces new Isle of Man charity partner

The Canaccord Genuity Wealth Charitable Trust was launched in 2004 and is managed by current and former staff.

Transferring wealth to the next generation – what to consider

Intergenerational wealth transfer planning now extends far beyond inheritance tax planning.

Syz determined to prove small can be beautiful

The repositioning of family owned Syz Bank heralds the start of a new developmental stage for Swiss boutique and mid-sized private banks, keen to differentiate themselves from big players.

HSBC Holdings plc 3Q 2024 Earnings Release

I’m committed to building on this strong platform for growth.

UBS Quarterly Results: Key Points to Watch

The initial platform integration and migration of Credit Suisse clients to the UBS platform in recent weeks have sent positive signals.

Lombard Odier strives for more in the UK

The UK is of central importance to Lombard Odier.

Baloise sells FRIDAY portfolio

As part of the consistent implementation of the communicated refocusing strategy, Baloise will in future concentrate on profitable segments in which we have a relevant size.

How to survive interesting times

"The curse may be imaginary, but the threat to investors is real."

Santander reports profit of €9,309 million (+14%) for the first nine months of the year

Return on tangible equity (RoTE) was 16.2%, in line with full-year target

Canaccord sees 56% spike in UK wealth clients looking abroad

As the Budget looms closer, concerned wealth clients are assessing their options as fears mount over a tax raid on their assets.

Evelyn Partners acquires ReSolve

The acquisition sees 60 employees including 12 partners and directors join Evelyn Partners as part of its Recovery & Restructuring Services team.

UBS to complete Credit Suisse client migration in 18 months, CEO says

UBS CEO Sergio Ermotti said the migration of Credit Suisse clients onto the UBS platform has started and is complex.

Wealth adviser urges people to ‘die tidily’ by putting their affairs in order

Everlake urges people to leave file with details of essential contacts, how to access accounts and assets and any personal wishes

Rising investment returns ensure growth in the Swiss fund market

This is the fourth quarter in a row that the Swiss fund market has grown and reached new highs.

Board of Directors of GAM Holding AG announces terms of rights issue

GAM intends to use the net proceeds from the Offering primarily to repay existing financial indebtedness (1) and to use the remaining amount for general corporate purposes to ensure long-term financial stability and financial support.

The federal government and cantons can still hope for a SNB payout

This should also make it more likely that the SNB will again make distributions to the federal government and the cantons.

Maerki Baumann establishes Middle East Hub in Abu Dhabi

The focus of the new Middle East Hub will be on tech corporate customers in the Gulf region who rely on blockchain technology or crypto applications.

Incore : With combined strength into the future

The extensive offering is based on the expertise and experience of over 160 employees in the areas of technology and banking.

Wealth and Asset Management