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

HSBC reorganisation to give it even greater wealth management focus

A clear winner of HSBC’s shakeup is its wealth management operations and broader wealth strategy says Andrew Haslip

Brooks Macdonald acquires CST Wealth Management to continue growth in financial planning

The acquisition adds to Brooks Macdonald’s growing offering in Wales, with the CST team well known to the firm.

Mattioli Woods acquires Stockport-based Cullen Wealth

Mattioli Woods is a diversified wealth and asset management business.

Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors

Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.

The wealth management partner that helps high earners achieve their full financial potential

Unio exists to meet the needs of people in Ireland who have accumulated wealth, yet they are time poor and are currently under-advised.

Schroders plc Q3 2024 trading update

In Asset Management, positive net flows in Private Markets were offset by foreign exchange movements and in Solutions, the quarter-on-quarter net outflow continued to reduce.

Julius Baer UK boss wades into WFH debate: ‘The era of micro-management is over’

The wealth manager has faced numerous headwinds in recent years, but its UK boss says that trust in its people is integral

Taxpayers can’t pay for ‘misconduct of banks’ – Swiss finance minister

The government earlier this year laid out plans for tougher capital requirements for UBS and Switzerland’s three other big banks in a bid to make the financial sector more robust after the crash of Credit Suisse.

The wealth management partner that helps high earners achieve their full financial potential

Unio gives peace of mind to clients while helping them unlock confidence in their financial futures

M&G Real Estate acquires majority stake in European investment manager BauMont

M&G’s With Profits Fund invests €200 million in latest fund

Quintas Wealth Management and Tynan Dillon Wealth Management combine to launch Xeinadin Financial Services

The combined offices now service more than 1,000 clients, taking care of all their pensions, protection and wealth management requirements.

Why ex-HSBC Swiss WM CIO has launched new advisory firm

Belal Khan explains when it’s time for family offices to go CIO shopping.

'Tweed Wealth Management is a highly acquisitive firm'

Tweed Wealth Management caters to entire generations of families

Transforming a private bank for customer centricity and innovation

EY teams helped a leading private bank shape and execute a business transformation for profitable growth and enhanced customer experience.

EFG AM and BlueOrchard introduce global impact fund together

EFG Asset Management and BlueOrchard collaborate to develop a global impact fund.

7IM acquires ASHL’s Rockhold Asset Management to expand its investment proposition

The latest acquisition will take its assets under management to c£27 billion.

Canaccord reports 56% jump in wealthy individuals looking for financial planning outside UK mainland

Canaccord reports a 56% increase in people specifically searching for its services in Guernsey, the Isle of Man, and Jersey.

Schroders appointed by Cirencester Friendly to run £75 million portfolio

This appointment has reinforced Schroders’ credentials as an insurance asset management leader in the financial mutuals sector.

Biggest Challenge Still Awaits Ermotti & Co

Net profit climbed to $1.4 billion in the third quarter, and client momentum remains strong, as reflected in Global Wealth Management's net new asset inflows of $25 billion.

Santander Private Banking launches a new chess-based campaign alongside Carlos Sainz

Under the motto “Every move counts”, SPB wants to emphasize the importance of effective time and risk management in every decision, a key skill in both Formula 1 and wealth management.

Wealth and Asset Management