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

Former First Wealth planners launch next-gen advice firm

A trio of former First Wealth financial planners have decided to set up their own advice firm – Finova Money – which will focus on serving the next generation of clients.

Liontrust CEO accused of spreading ‘false rumours’ which ‘border illegality’ ahead of GAM offer deadline

Investor group NewGAMe has raised a complaint to the Swiss Takeover Board

Lombard Odier reports solid half-year 2023 results: Continued growth, stability and strategic investment in the business

Lombard Odier’s balance sheet remains strong, liquid and conservatively invested, and totalled CHF 15.5 billion at end-June 2023.

Van Lanschot Kempen: net profit at €51.8 million and net AuM inflows of €3.2 billion in H1 2023

Capital return proposal in the amount of €2.00 per share

Urs Rohner Losses Prestigious Credit Suisse Mandate

Urs Rohner, former Credit Suisse chairman has lost what's likely his last mandate at the bank.

Hubert Keller: «One was happy to fall back on Credit Suisse»

Operationally, the business of Lombard Odier in the past half year looks unspectacular.

Andrew Cumming named “Outstanding in field" in The Spear’s 500

The Spear’s 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals

SJP defends loan levels by stating adviser defaults are 'low'

It takes a number of measures to keep defaults low, with its latest set of accounts showing that over the past decade only 0.05 per cent of loans were not repaid.

Raiffeisen Boosts Profits as All Units Contribute

It benefitted greatly from increased interest rates.

Tenet to cut staff amid network closure

While the business anticipates there will be a small number of redundancies, it is looking minimise this and will be communicating with its staff.

Liontrust to lose FTSE 250 spot in reshuffle as abrdn drops out of FTSE 100

FTSE UK Index series quarterly review

Liontrust has ‘messed up’ Gam takeover, experts warn

Under the leadership of John Ions, the firm’s assets under management have grown from £1bn to more than £31bn over the past 13 years.

Evelyn Partners agrees terms for new prestigious Bristol office at landmark EQ building

The office will provide flexibility for colleagues to work both at desks and in collaborative areas.

Supporting many of the world’s leading families and wealth creators across generations and geographies

Wealth Planning UK – seeing you through the uncertainty of divorce

Brooks Macdonald partners with family business group

The firm joins forces with Family Business United to provide family business members with financial planning and investment management support.

Wealth management firm makes EQ move

The EQ building is Bristol's first new office development to target Net Zero carbon in operation in accordance with the UKGBC framework.

The banks have plenty of money for investments

On the other hand, an increased level of costs could prove to be a burden if things don't go so smoothly again in the coming years.

Julius Baer successfully places CHF 360 million dual-tranche domestic senior unsecured bonds

Both tranches of bonds have been issued in Swiss standard denominations of CHF 5,000 and multiples thereof.

BLKB’s Radicant Bank launches to the public

The mobile banking app is now available to the general public after successfully completing its beta phase.

Pictet Asset Management Decreases Stake in Deutsche Bank Aktiengesellschaft

Pictet Asset Management SA’s stake in Deutsche Bank is valued at $11,608,000 as of the end of the reporting period.

Wealth and Asset Management