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

Could it be time to change your wealth manager?

Most importantly, all this should be on your chosen terms.

Geneva minnow is crowned best private bank in Switzerland

Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?

Canaccord CEO: The ‘demonic’ private equity stereotype is changing

David Esfandi tells Citywire Wealth Manager that there is less fear around private equity-backed firms, as their market share continues to grow.

UBS publishes Annual Report and Sustainability Report 2023

UBS has published its annual report, which presents the fully audited results for the financial year ended December 31, 2023

Deutsche Bank repositions itself among the super-rich

Although there are relatively few clients in this segment, the business is highly profitable.

Lombard Odier wins award for best European private bank at WealthBriefing 2024

These include the prestigious prize for Best Overall European Private Bank.

GAM announces 2023 full year results, proposal to strengthen the balance sheet and strategic progress

GAM’s depth of investment talent and continuing strong investment performance was reflected in the many awards received by our investment teams during 2023.

UBS Group AG and Apollo conclude investment management and transition services agreements as final step in carve-out of former Credit Suisse Securitized Products business, Atlas SP

As part of this agreement, Apollo will purchase USD 8 billion of senior secured financing facilities from UBS.

Q2 2024 Investment Outlook – Tapping into opportunities in stocks and bonds

HSBC Global Private Banking is advising high net worth and ultra high net worth clients to consider taking on more risk and put their cash to work

Four reasons to consider global SMID caps in 2024

By diversifying across different market-cap tranches, investors can benefit from improved liquidity while maintaining strong EPS growth potential.

REYL Intesa Sanpaolo named “Best European HNW Team” by WealthBriefing

The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Bank.

Prince Max von Liechtenstein: «Annual Returns Are Meaningless»

Short-term orientation that is inherent in human beings is one of the root causes for a lot of problems.

Fairstone completes acquisition of £110m AUM IFA

Fairstone’s M&A team recently celebrated a record 12 months of dealmaking, with 16 firms joining its DBO programme across the UK and Ireland and a further six full acquisitions.

SJP partners with Sky Arts for first TV sponsorship

SJP’s sponsorship has been facilitated by Sky Media and Mindshare UK.

LLB Switzerland opens location in Zurich

The private banking and corporate customer teams in Zurich are ready for the opening.

Will the UBS share price fireworks dry up after Easter?

This is causing nervousness among investors.

Double Success for Crestbridge Family Office Services at Wealthbriefing European Awards

At the awards ceremony, which was held in London last week, Crestbridge Family Office Services’ CEO Heather Tibbo was named ‘Best CEO’

Julius Baer Wants New CEO Announced by June

The search to find someone to take Philipp Rickenbacher's place at the top of Swiss-based international private bank Julius Baer has kicked into high gear, various sources in Zurich's financial hub indicate.

Tatton becomes manager of Verbatim portfolio growth funds

These new mandates are an integral part of building our fund business and our investment team are perfectly suited to managing them.”

Wealth manager GSB opens Ireland office to break into Europe

Following the approval, GSB Capital Ireland will offer a range of advice services surrounding pensions, investments, and insurance.

Wealth and Asset Management