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

Evelyn Partners Core MPS team increases exposure to European equities at expense of UK and Japan

“Despite all the changes and exits of ETFs, the overall OCFs of the portfolios remain pretty much unchanged.”

Evelyn Partners to acquire boutique wealth manager Dart Capital

The transaction, which is subject to regulatory approval, is expected to complete later this year.

UBS completes Credit Suisse acquisition

Credit Suisse Group AG has been merged into UBS Group AG and the combined entity will operate as a consolidated banking group.

Odey Asset Management LLP: Executive Committee Statement

This means that the Partnership is now entirely unconnected to the Odey Group, which continues to be majority owned by Mr Odey.

Oberon takes majority stake in fintech platform

The boutique wealth manager’s 63% stake in Logic Investments has been approved by the FCA.

HSBC channels former SVB UK arm into 'Innovation Banking' division

Oberon Investments completes acquisition of majority stake in Logic Investments

The strategic collaboration between Oberon and Logic aims to expand their FinTech offering

HSBC AM launches second vintage of senior UK direct lending strategy

Strategy focuses on underserved lower-risk senior segment of the market

Speed Dating for Wealth Managers

By optimizing supply and demand, the company says it achieves significant improvements in returns and cost savings for clients.

BBVA Private Banking is Europe’s best in leveraging technology and digital innovation

In addition, the publication evaluates all the functions and digital tools available to customers that promote good financial health, allow greater monitoring and evolution of their investments and improve the quality of more than 685 services.

Filing by Concordia of the simplified tender offer for Rothschild & Co

The price of €46.6 per share will be adjusted to €38.6 following the ex-date of the extraordinary distribution of €8 per share which will occur after approval of the Offer by the AMF and before opening of the Offer.

Canada Life suspends relationship with Odey wealth management unit- statement

A Canada Life said the company would not be accepting any new fund flows.

Investec: Proportion of all-male investment trust boards falls to less than 5%

‘Skin in the game’ reaches £4.2bn

Hargreaves Lansdown adds BNY Mellon multi-asset fund to Wealth Shortlist

Managed by Simon Nichols

Triple Success for JTC Private Client Services Team in NextGen Leaders' List

The reputation of the individual’s company, their career trajectory, experience and involvement in promoting good organisational culture are all criteria considered by ePrivateClient when compiling the list.

UK's oldest private bank taps Integral for liquidity aggregation, FX pricing engine, API distribution

“C. Hoare & Co. and their customers will benefit from our cloud-based SaaS offering, delivering fully automated and highly configurable FX workflow.”

Macquarie’s three real assets funds to crack the UK market

Australian asset management giant Macquarie believes it is the right time to sell its listed infrastructure offering to a wider audience.

GAM receives request for an EGM from a shareholder

The proposed EGM would contemplate the replacement of the existing board as well as a significant change in the capital structure of the firm to allow additional issuance of capital and the suspension of current shareholder participation rights.

Rebel investors reject GAM takeover and call for board shake-up

Group with 9% holding says Liontrust offer undervalues Swiss asset manager and is pushing for new directors

Wealth and Asset Managers Turn to Third-Party Tech Solutions to Cut Costs, Fast-Track Time to Market

These end-to-end platforms deliver complete or near complete functional solutions covering a process from beginning to end.

Wealth and Asset Management