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

EFG International reports 10-months 2024 business update

Revenue margin was 96 basis points for the first ten months of 2024, compared to 97 basis points for 1H24 and 99 basis points for FY23

Quilter Investors Monthly Income range introduces new asset classes to portfolio

The emerging market debt exposure will stand at 1.25% in the Monthly Income portfolio and 0.75% in the Monthly Income & Growth portfolio.

Liontrust Implements Data Solution in Collaboration with BlackRock Aladdin and BNY to Enhance Investment Management, Client Service and Scalability

The new technology solution improves investment and risk tools, enables productivity gains and enhances the information supplied to Liontrust’s investment teams and clients.

Ninety One acquires Sanlam Investment Management

It will take over management of its £17bn in assets under management

Wealth managers optimistic for 2025 despite potential risks

Europe and Germany, however, may not be in for a good time.

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.

Wealth and Asset Management