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

GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes

The cloud-based solution now also boasts enhanced modelling

Neighbourhood watch: where the super-rich really live in London

From Mayfair to St John's Wood, here's the insiders' guide to where the super-rich live in London

Data & Insights: Swiss WealthTech Landscape Report 2024

A collection of relevant data points to tell the story of what is happening in the wealth management community in Switzerland

VP Bank achieved 10 percent more profit than in the previous year and is on track with strategy implementation

It increased business income by 8.3 percent to CHF 364.4 million and achieved an annual profit of CHF 44.2 million, which corresponds to an increase of 10.1 percent.

Tidjane Thiam wants to become president with “God’s will”.

Thiam was elected leader of the Democratic Party of Ivory Coast (PDCI) last December.

Schaffhauser Kantonalbank with pleasing annual results

The profit generated of 58.3 million francs is supported by positive developments in the interest business.

Columbia Threadneedle shuts two funds after multi-asset review

Two former BMO funds will be shut due to low assets as funds are consolidated following Rob Burdett’s departure.

Evelyn Partners delivers record new business in resilient 2023 performance

Evelyn Partners employs 291 financial planners and 331 investment managers and has a market-leading position in offering such a ‘dual expert’ approach.

LGT reports strong growth and very high net asset inflows in 2023

In the 2023 financial year, financial markets were characterised by persistent geopolitical uncertainties, as well as inflationary and other economic trends that were difficult to forecast.

Mapping Out This Year’s UHNW Hot Spots for Private Bankers

But the map holds out other international revelations for the cold-calling UHNW banker, even though they are more than likely a dying breed.

Foreign bank packs the myth of Swiss banking into a mandate

German private customers are eligible for a minimum investment of 60,000 euros.

Harris Associates still behind SJP, insisting partners must pay up

The St James’s Place investor sees bright spots for the UK’s largest advice firm despite its ongoing advice review.

Quilter partners with charities to help disadvantaged young adults in Southampton

The employability day was designed to give local young adults the skills required to step on to the employment ladder.

Lombard Odier partners with the Van Buuren Museum & Gardens Foundation

The collaboration will include the organisation of events, workshops, conferences, visits and special functions, as well as the sharing of networks.

Women in Wealth Management: Six Nations

Matilda Davison from Kingswood Group and Kate Howells from BRI Wealth Management shared their predictions for the England vs Ireland Six Nations game.

Handelsbanken Wealth & Asset Management: New report reveals gender wealth gap

The research reveals that just 18% of adult women feel they received a good education on managing money in school compared to around a quarter (24%) of men.

Craven Street Wealth completes acquisition of Punter Southall Aspire

The company says the integration will eventually allow clients and staff to access a wider range of specialisms

Yet another UK firm heads for private hands after £400m-plus deal

The wealth management sector has also been through a wave of consolidation over the past 12 months as skittish investors pull cash from funds and money managers hunt for safety in scale.

The role of private assets in a changing investment landscape

This economic cycle is opening up new venues for value creation.

Former Pictet Agora co-founder launches L/S equity hedge fund

Vincent Ijaouane has launched Vigama Capital.

Wealth and Asset Management