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

SJP leads the pack with £15bn in ‘dog funds’

SJP funds accounted for over a fifth of the £67.4bn in underperforming fund assets, according to Bestinvest’s latest study.

Cazenove Capital partners with Entrepreneurial Scotland to foster business growth and innovation

Recognising the crucial role that entrepreneurs play in fostering economic prosperity, Cazenove Capital has long recognised and enabled a virtuous circle where today’s successful entrepreneurs directly empower and support the next generation.

Standard Chartered exceeds revenue expectations and boosts dividend amid mixed 2024 results

Lower loan losses have also contributed to a stronger bottom line.

A tale of two specialties: combining wealth and asset management

Pascal Duval, a former senior asset management boss, has never been a highly stressed character.

Schroders Capital backs AI with first close of UK Innovation LTAF

The successful close is indicative of the desire from DC pension schemes and other institutional investors to participate in the growth and development of UK early-stage companies.

Kepler Cheuvreux and Unigestion announce a strategic partnership

This partnership merges fundamental and quantitative research approaches, optimising portfolio management while diversifying and expanding the range of investment strategies.

Northern Trust Expands Partnership with Alchemy to Support Its New Special Opportunities Fund

Northern Trust Expands Longstanding Relationship with Alchemy Helping to Launch its Fifth Special Opportunities Fund

Evelyn Partners International relocates to new office in St. Helier

Team in Jersey bolstered with flurry of new hires

Tavistock Investments: Completion of acquisition of Alpha Beta Partners

The total consideration for the acquisition is capped at £18 million

EFG International Acquires Swiss Private Bank

The closing of the transaction is expected in the second half of 2025 and is subject to regulatory approval, EFG announced on Wednesday.

Utmost Wealth Solutions’ Assets Under Administration surpass £100bn, recording strong gross inflows

The acquisition of Lombard International adds £45bn in Assets Under Administration (AUA), confirming Utmost’s leading market position in the international wealth management sector

Maximising wealth management: The benefits of Guernsey Private Investment Funds

With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.

Swiss wealth management to relocate Leeds team to prominent office building

One of the most sustainable buildings in Leeds, it provides exceptionally high-quality workspace and a convenient location just minutes from Leeds City Station.

It’s a match: Wealth management and modern relationships

New research from Nedbank Private Wealth revealed wealthy UK adults have numerous life goals and aspirations they are most concerned about achieving as a result of divorce.

EFG International reports full-year 2024 results

Highest dividend ever with CHF 0.60 per share proposed for the financial year 2024, up 9% compared to 2023

HSBC Holdings plc Annual Results 2024

Each targeted action we are taking is designed to unlock HSBC’s full potential.

Evelyn Partners ramps up partnership with Alfred Dunhill Padel Classic at The Hurlingham Club

Evelyn Partners has strengthened its commitment to event – one of the world’s finest celebrity pro-am padel tournaments – with a multi-year tie-up.

Charles Stanley eyes active ETFs for sustainable portfolios

Paris Jordan believes that active ETFs can align with the regulator’s sustainable investment regime.

Charities Helping hospices to manage their income

Good financial management will see hospices setting aside some reserves to support future expenditure.

Obwaldner Kantonalbank consolidates its market position with sustainable growth

Thanks to far-sighted cost discipline focused on strategic initiatives

Wealth and Asset Management