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

‘We’re just not very good at it’: Why bankers and wealth managers are struggling to work together

Some of the City’s biggest banks are looking to maximise links between dealmakers and wealth managers in an attempt to boost margins

Green Wealth Partners rebrands to LeoVest Partners

LeoVest Partners AG is known as a new force in Swiss wealth management.

Objectway: Growing Demand for As a Service Models

In fact, the demand for services in Business Process as a Service mode is growing, to outsource some business processes and allow financial operators to automate and optimize operations.

St James’s Place set to re-enter FTSE 100

SJP’s share price has rise more than 70% in the past six months

Natixis IM enters talks with Generali over asset management tie-up

French banking group BPCE has been assessing options for its $1.4tn fund management division

Charles Russell Speechlys opens Milan office targeting UHNW clients

London-based firm hires duo from tax boutique Maisto e Associati to launch first Italian office

Evelyn Partners announces sale of Professional Services business to funds advised by Apax

The transaction, which is subject to regulatory approval, is expected to complete in the first quarter of 2025.

Canaccord explores options for UK wealth management business

Canaccord and UK-based advisory firm Fenchurch Advisory Partners are assessing the future of Canaccord Genuity Wealth Management UK, the report said.

Raiffeisenbank Region left Lake Zurich opens new branch in Siebnen

The new branch will be a modern advisory bank.

Blackstone Buys Into Santander’s $1 Billion Loan Portfolio

Santander has embarked on a push to improve returns on capital.

Fairstone Ireland swoops for financial planning firm

The deal marks Fairstone Ireland’s sixth strategic acquisition, solidifying its presence in the North West region.

London forum promotes island as leader in wealth management

The Bermuda Business Development Agency facilitated the two-day Bermuda Wealth Forum, held at the JW Marriott Grosvenor House, in London, earlier this week.

Lombard Odier wins two awards at the WealthBriefing MENA Awards 2024

This award recognises Lombard Odier as the leading international private bank with headquarters outside the MENA region.

Andrea Orcel's Unicredit also wants to grow in its home market

The Italian major bank Unicredit is not only targeting the German Commerzbank, in which it holds a good 20 percent of the shares via derivatives.

Julius Baer sees gold and bitcoin risks on Trump Ukraine peace deal chance

The Swiss private bank remains bullish on US equities as its favoured play as investors turn more bullish following Donald Trump's red sweep, while maintaining negative on China.

Charles Russell Speechlys opens Italy office

Charles Russell Speechlys confirms the launch of a new office.

Quirin Private Bank Relies on Swiss 3rd-Eyes Analytics for Their Advisory Process and Services

With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.

Indosuez wins Best Private Bank award in Luxembourg for the 4th consecutive year

These awards recognize excellence in private banking beyond financial expertise.

MKC Wealth acquires Stockport and Urmston IFA firms

The deal adds 140 households with £70m of assets under advice (AUA) to MKC Wealth.

Oil dynasty’s family office turns away from London

Bertrand Coste says business will be easier for Clerville, which manages money for the Schlumbergers, in the EU

Wealth and Asset Management