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

Investec W&I suffers £600m net outflows following investment manager departures

Offset Rathbones’ positive wealth management inflows over the quarter

Rathbones Group Plc First quarter trading update

Rathbones discretionary and managed net inflows for the quarter totalled £0.4 billion (Q1 2023: £0.4 billion).

UBP House View - May 2024

The longer-than-expected disinflationary process and increasing tensions in the Middle East undermined the equity and bond markets in April.

CA Indosuez Switzerland: Lower assets despite inflows of new money

This is partly due to negative market effects, but above all to outflows of 1.8 billion francs in International Trade & Transaction Banking

UBS Struggles with Corporate Clients

Credit Suisse was the undisputed leader in corporate client business.

Lombard Odier in Brazil: why we are aiming for growth without acquisitions

This was the case with Credit Suisse, now owned by UBS, and the Julius Baer Family Office.

Deutsche Bank’s DWS inflated client asset inflows by billions of euros

Frankfurt-listed asset manager included low-fee advisory assets in its calculations for years

Rothschild & Co wins M&A Bank of the Year in EMEA from GlobalCapital

This recognition reflects our leading M&A advisory activity in the EMEA region.

Credit Suisse sells German private bank to ABN AMRO's Bethmann

The Swiss bank is increasingly focusing on ultra-rich clients and selling businesses that do not fit this strategy, such as its domestic private bank in Germany.

UBS's first-quarter 2024 results

UBS 1Q24 net profit of USD 1.8bn and underlying PBT of USD 2.6bn; integration priorities on track

Titan Wealth acquires boutique manager Wigmore

Wigmore Associates Wealth Management acquisition brings Titan Wealth’s AUM to £17.4bn

International wealth group Kingswood confirms additional £3m debt facility

There is a repayment date of earlier of 29 October 2030 or date of an exit or partial exit; and a 12% interest rate, paid at maturity.

York boss is a national wealth management winner

Her engaging commentary marks Lucy out as both a thoughtful leader and a great ambassador for the wider wealth management industry.

Janus Henderson to acquire Tabula IM as part of European ETF market push

US asset manager also announces deal for NBK Capital Partners

Vontobel awards visionary artists

The Swiss investment house Vontobel has been involved in the art world for years, particularly through the “A New Gaze” sponsorship award .

Mirova pursues its commitment to equal opportunities with Vox Populi

In addition to the coaching workshops, Mirova’s teams also took the time to present a detailed overview of the various professions and career opportunities in impact finance.

Why EdR hired five quants for its multi-management team

Assessing fund risk is getting easier due to increased resources, according to the bank’s fund research head, Alexander de Bruin.

UBS division is apparently facing tough austerity cuts

The possible savings apparently also affect the personnel, including those who have previously worked for the CS rear service in Switzerland.

Sale of Kairos to Anima successfully completed

As per today’s closing date, Kairos has been deconsolidated from Julius Baer Group.

Quilter’s WealthSelect executes ad-hoc rebalance to capitalise on market shifts

This was primarily driven by a significant increase in the price of physical gold. Concurrently, the market’s anticipation of potential rate cuts has continued to diminish.

Wealth and Asset Management