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

Strategic growth journey continues for AAB

This deal represents AAB Wealth’s fourth acquisition in the last 15 months as it continues its longer-term momentum to scale rapidly across the UK.

Indosuez expands Ticino location with banker team

Indosuez aims to position itself as a leading partner for entrepreneurs, families and private customers in the Italian-speaking part of Switzerland in its home market.

Private markets give banks an operational headache

Private markets are still geared to institutional investors making large subscriptions.

Hargreaves Lansdown opens up access to private markets through pensions

The funds invest in private assets that can potentially generate higher returns, as well as public investments that are easier to sell.

Meet Kingdom Group: the fast-growing UK-based services provider that covers everything from security to healthcare

The firm is still founder-owned and led. CEO Terry Barton shows no sign of slowing down – Kingdom now supports more than 5,000 customers and employs around 11,500 people.

Investors more concerned about wealth transfer than returns

The research also showed investment returned mattered less for the company’s clients.

iCapital Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds

Strategic investment underscores iCapital’s commitment to create a more robust secondary market experience.

Schroder Investment Solutions expands distribution reach of Model Portfolio Service

Each range includes between six and nine model portfolios, covering a broad spectrum of risk profiles, all with an annual management charge of only 15 basis points.

Hawksford enhances European Fund and Corporate services offering via Luxembourg acquisitions

The acquisition of Equiom’s Luxembourg business follows Hawksford’s acquisition of Equiom’s Netherlands operation earlier this year.

Lombard Odier Gives Swiss Private Banking a New Face

From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.

Taxation of trusts is ‘complex’ says wealth management expert

Housing Secretary Angela Rayner has faced mounting pressure after it emerged she failed to pay enough stamp duty on a flat she bought in Hove this year.

Oberon Investments eyes acquisition of UK Wealth Management division

The London-based investment management, wealth planning and corporate broking group said it has raised around £1.6 million through the issue of 39.5 million shares at 4.0 pence each.

Lombard Odier’s UK CEO describes ambitions to “meaningfully grow”

Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.

Lombard Odier inaugurates landmark new headquarters in Geneva

As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.

Clifton Wealth adds £146m with pair of acquisitions

The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.

Evelyn Partners to kick off sale process next month

Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant

Brown Shipley cuts costs with ‘planned decrease in staff numbers’

More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.

Quilter adds ZEDRA as professional trustee service provider

For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.

Skybound Wealth launches lifestyle and cashflow modelling tool

Functionality allows clients to visualise their financial future through an interactive roadmap.

Partners Group reports H1 results: management fees in line with AuM growth and increased performance fee guidance for full year

Management fees amounted to CHF 854 million, up 5% year-on-year

Wealth and Asset Management