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

Baloise refocusing strategy being implemented – cash generation of over CHF 550 million expected

The sale of the portfolio of the digital insurer FRIDAY, announced at the end of October, was a further step in the new strategic direction.

HSBC Revamps Premier Wealth Banking Strategy

New London wealth center to attract affluent clientele with exclusive services and events

ZKB completes final close of carbon solutions private equity fund

The Swisscanto Fund Private Equity World Carbon Solutions, which has a volume of around CHF 130m, has already made seven investments.

OakNorth completes loan to Warwickshire-based IFA firm, Beaufort Wealth Management, to support a management buyout (MBO)

It advises clients on investments, non-investments, and business advice, including employee benefits, pensions, keyman insurance, partnership and shareholder protection, investments, tax, and succession planning.

Zurich fund distributor buys asset management consultancy

Acolin said the purchase will improve its ability to enter new markets and offer a broader range of services.

Van Lanschot Kempen introduces third European private equity fund

Fund gives private banking clients access to small and medium-sized companies

Asset and wealth management revolution 2024

Unleashing the transformative power of disruptive technology

Mattioli Woods: Profit slashed at wealth manager as it quit London

Mattioli Woods described its latest financial period as a “momentous year of change” for the group ahead of it officially being taken private on 3 September, 2024.

“I Want to Break Free” (from Operational Complexity): Building Scalable Wealth Management Operations for Growth

Tariq Khan, Objectway’s Client Development Director, shares his view on how today’s wealth managers need to rethink their operating models.

COP29: will AI be mentioned in the final text?

First, the impact of AI on potential climate solutions is now more concrete than ever.

MPA Confirmed as One of The UK’s Best Wealth Management Companies.

This is the 11th year that MPA has been included in the Top 100, which we believe is testament to the consistency of our approach, the professionalism of our team and the outcomes we deliver for our clients.

The 60-year strategy: how long-term wealth planning can empower

A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow in the future.

Succession Wealth acquires £1.1bn AUA True Wealth Group

The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024

Prominent German banker Friedrich von Metzler dies aged 81

Metzler Bank was established in 1674 in Frankfurt, a city in the west of Germany now home to several large banks.

Wealth managers are positive about 2025 despite crises and capital market risks

Regulatory risks are considered far more worrying than the ongoing interest rate policy of central banks.

Legal & General plans job cuts in asset management unit

The move could see retrenchment of up to 20 investment roles and several support positions.

What’s happening with UBS and Credit Suisse’s legacy mutual funds

The Swiss banking takeover created many crossovers and consolidations among existing strategies. Citywire uncovers where we are and what comes next.

Polar Capital assets under management increase amid investor demand

Since then, assets under management have grown further to £23.9 billion on November 8, up 5.3% from September 30.

Hong Kong eyes Europe’s wealthy with London, Paris, Milan on family office agenda

Top InvestHK official sets off on week-long trip to Europe to meet family office representatives and speak at finance forum

British Business Bank completes its £250m investment with Schroders Capital under the Long-Term Investment for Technology and Science (LIFTS) initiative

Phoenix’s investment will be made through its new private markets joint venture with Schroders, Future Growth Capital.

Wealth and Asset Management