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

NatWest comfortably beats expectations but lower interest rates might test profitability

The bank’s capital position has dipped slightly, partly due to capital return, but remains well within its target range.

Rothschild & Co receives two major awards from Global Finance

Global Finance names the best banks and other financial service providers

GUEST POST: Accessing the Swiss institutional and professional investor market

Switzerland’s regulatory framework is very open by European standards and allows all fund structures (including non-EU and those located offshore) access to its attractive pool of investors.

Natixis Wealth Management to Acquire Dorval Asset Management

This proposed sale would be accompanied by the opening of Dorval Asset Management's capital to its employees.

Wealth managers must stop selling trusts if they want to beat Saba

Saba has found little support in the UK for its campaign against seven investment trusts, but plenty of people are ready to sell their stakes.

Barclays profit leaps by a quarter as investment activity booms

The UK bank also enjoyed a boost from taking control of Tesco Bank’s savings, loans and credit cards last year.

ABN AMRO Bank posts net profit of EUR 397 million in Q4 2024

With almost half the global population holding elections, 2024 was an exceptional year.

Lumin Wealth acquires IFA firm based in Berkshire

This purchase adds over £50m of assets under management to Lumin VZ Group and marks the ninth acquisition since 2019.

Netherlands' Rabobank reports 5.16 billion euro profit for 2024

The bank, best known internationally as an agricultural lender, said its commercial loan book grew by 3% to 447 billion euros.

Swiss Life acquires Zwei Wealth

The acquisition of the wealth management platform provider widens Swiss Life’s consumer base and enhances its investment offerings for high-net-worth individuals.

St.Galler Kantonalbank on track

SGKB acquired CHF 3.1 billion in new managed assets (net new money).

Evelyn Partners Group Limited Trading update for the three months ended 31 December 2024

Evelyn Partners generated record £2.6 billion of gross inflows in Q4 2024, with AUM closing the year at an all-time high.

Deutsche Bank wins multiple Bond House of the Year titles

Bank won Euro Bond, Reverse Yankee Bond, Swiss Franc Bond and Asia High-Yield Bond House of the Year at the IFR 2024 Awards

Jupiter announces its first active ETF for global government bonds

Jupiter has been exploring new methods of delivery for its products and how a wider range of clients can access its broad investment expertise.

UK’s wealth exodus to continue as token tax tweak falls flat: deVere

deVere Group has seen a surge in clients actively seeking alternative jurisdictions, such as Dubai, Italy and Switzerland, since the Budget announcement.

APEX Global regulatory update Q4 2024

In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.

BlackRock sees opportunity in european credit

Despite sluggish growth, the Euro Area remains resilient.

Wealthy Brits more likely to attribute wealth to investing in markets than property, according to Brown Shipley survey

35% of affluent Brits attribute wealth to investment performance, while 19% attribute wealth to property investments

St James’s Place dethrones Fundsmith as UK’s largest fund

SJP Polaris 3 becomes first UK fund to amass more than £30bn of assets.

Migros Bank accepts setback in interest business

Migros Bank achieved the second-best result in its history in 2024 with a profit of 282 million francs.

Wealth and Asset Management