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

Leonteq provides business update

The Group further recorded relatively stable platform assets and turnover year-on-year.

Rathbones shareholders give Investec W&I deal the green light

The firm’s shareholders voted overwhelmingly in favour of the £839m deal at a general meeting.

Rothschild & Co wins Best Debt Advisory Firm for Companies from GlobalCapital

This recognition reflects our leading Debt Advisory activity and follows our win of Best Corporate Finance Adviser at the GlobalCapital Syndicated Loan, Leveraged Finance and Private Debt Awards earlier this year.

European wealth manager gets €200m funding for UK expansion

As it bids to become one of the ‘leading players’ in the market

UBS – a real bargain?

Kian Abouhossein of Wall Street house JP Morgan is a self-confessed fan of UBS.

Private bank CIOs reveal their best investment calls

Eleven investment chiefs of Europe’s major financial institutions share their best asset allocation moves in the last 12 months.

Time to look for a wealth manager?

Faced with market turmoil and inflation, many savers want advice but struggle to find affordable support

Quilter Investors to roll out AUM discount on fund pricing

Effective from 1 July

Fidelity Adviser Solutions and Conquest complete first integration of Conquest Planning within the UK independent advice market

The financial planning technology is designed to improve the process behind the development and comparison of financial plans, leading to greater consistency of client outcomes.

Family offices eyeing increased equities allocations after flight from risk

UBS report sheds light on high-net-worth sentiment

Traditional diversification has ‘reached its limit’, says multi-asset chief

‘Correlation perfect storm’ finally opened a lot of investors’ eyes to long-term challenges, says Nordea’s Asjbørn Trolle Hansen.

Inflation, interest rates and impending recession – Our latest market views

Coutts’ clients heard our experts’ views on this and more at our latest exclusive quarterly investment event.

RBC Brewin Dolphin’s Cardiff team moves to new office

The new office at Two Central Square is a modern, nine-storey building forming part of the prestigious Central Square development in the heart of the business district.

Oliver Wyman is on a Talent Hunt After UBS Coup

All the more so as the company has prevailed against larger and more prominent competitors, especially McKinsey.

Class Action Suit Targets Former Credit Suisse Executives

A group of European bondholders of Credit Suisse affected by the bank's $17 billion writedown on AT1 bonds as part of the takeover deal with UBS is suing former executives of the bank.

Evelyn Partners continues to expand in Scotland with addition of PPM Wealth team

The move will see a total team of eight move across from PPM Wealth to Evelyn Partners.

Raymond James opens Newcastle branch

Wealth firm hires Brewin Dolphin trio to run the operation

Ratings Agency Warns of Difficult UBS/Credit Suisse Integration

Rating agency DBRS Morningstar has affirmed the long-term issuer rating of UBS AG at AA (low) and that of UBS Group at A (high).

Private banking group unveils Manchester office

It also has operations in London, Bournemouth, Glasgow and Edinburgh

Unblu and Objectway partner to enhance digital customer experience for wealth firms

The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.

Wealth and Asset Management