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

Stock Market Turnover In 2024: Up In Switzerland, Down In Spain

The data on trading activity is an important indicator of investor sentiment and therefore of interest to the Swiss financial sector as a whole.

JM Finn shortlisted for three Citywealth Magic Circle 2025 award categories

Our firm is nominated for Private Client Asset Manager of the Year, and for individual categories the Tomorrow Club and Wealth Professional Awards.

This Is the Vision and the Investment Themes That Private Banks Will Prioritize in 2025

Investment ideas are closely aligned with their macro perspectives.

SimplyBiz founder Ken Davy given OBE

New Year's honour handed out for services to rugby league side Huddersfield Giants.

L’Exception Sold to Asset Management Firm AA Investments

It caps a rocky year for multibrand e-commerce platforms.

Deutsche Bank aims to boost fixed income trading in Americas

Ram Nayak, co-head of Deutsche Bank's investment bank, has announced a goal to boost fixed income revenue by 20% from 2023 to 2027.

HSBC keeps UK overweight into 2025

The private bank also expects private assets to play a big role this year and warns clients not to hold cash.

Former Julius Bär chair passes away

He was honoured with dedications in the Tages-Anzeiger and the Neue Zürcher Zeitung newspapers.

Alpian CEO: «Demand From Abroad Is Very Strong»

The milestone of CHF 100 million in assets under management was surpassed by midyear.

BIT Capital is approaching Switzerland

BIT Capital wants to be anything but a conventional asset manager.

Guernsey Finance Chairman Lyndon Trott awarded OBE

Deputy Trott said he was ‘enormously grateful’ for the honour and thanked his family, political colleagues, public servants, business colleagues and the Guernsey community.

How a Geneva multi-family office selects quant funds

Fabian Scheler, a portfolio manager at the multi-family office Amadeus Capital in Geneva, shares tips on choosing systematic strategies.

Hoxton Wealth launches new online community

it’s aimed at anyone aspiring to a career in financial planning

Why the rich aren’t talking about the wealth transfer

Only a quarter of 1,800 rich business owners have spoken to their families about passing down their wealth, according to an HSBC Global Private Banking survey

UBS boss warns against excessive banking regulation ahead of overhaul

UBS is wary of what could emerge and Ermotti said tougher regulation across the board could weaken the Swiss financial sector against competition in London, Hong Kong and Singapore.

German Giant Discovers Its Swiss Potential

In Germany, the Frankfurter Bankgesellschaft is among the top ten private banks.

Ariane Dehn: "Today, people are almost bashing ESG"

Later, everything turned out very differently.

Monthly update: trump’s return fuels growth expectations

Stock markets rallied in response to Trump’s presidential victory.

Moneyhub teams up with Marygold & Co UK to innovate wealth management

These include customisable reminders, automated savings nudges, special savings pools, and hidden “piggy bank” options.

Season's Greetings from Managers of Wealth

Thank you for your trust and support

Wealth and Asset Management