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

CHF 15bn fund group overhauls management at newly bought boutique

Fairway Asset Management invests in both public and private markets.

Barclays contemplating SocGen UK private bank takeover

However, were the acquisition to go ahead by Barclays, it would follow the lender’s takeover of Tesco Bank, which marked a bid to diversify from the volatile investment market.

Close Brothers halts dividends amid 'uncertainty' over FCA motor finance review

Potential reinstatement in 2025

JPMorgan Global welcomes keen wealth manager with £40m share issue

Update: Defying last year's investment company bear market to see its shares trade at a small premium, top-performing JPMorgan Global Growth & Income launches a fundraise.

Ray Soudah: «External Asset Managers Are to Blame»

But consolidation has not happened at the rate expected, surprising advisers and regulators alike.

Successful St.Galler Kantonalbank: more profits, higher dividends

The St.Galler Kantonalbank expects earnings for the 2024 financial year to be at the same level as the previous year.

Deutsche Bank announces set-up for advising UHNW clients in its home market

Looking ahead, Deutsche Bank will serve its UHNW clients in Germany

M&G Wealth launches adviser tool ahead of LTA abolition

The tool can easily recognise whether allowances are higher under default or certificate rules.

Abrdn shareholder sold out after ‘losing confidence’ in management: reports

The business has also restructured, closed or merged more than 250 of its investment funds.

Objectway named as a Strong Performer in analyst report on Digital Wealth Management Platforms

Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024” .

Carlyle to launch new European Private Credit strategy for private wealth investors

The strategy is designed to generate income by tactically allocating assets to a wide range of credit strategies

Seeking Alpha: UBS's top gatekeeper sets sights on 'niche' fixed income

With the growth of the active ETF wrapper, Kristen Griffin is thinking about how to bring non-standard parts of the fixed income market to the wealth channel.

JP Morgan Global Growth & Income launches up to £40m fundraise amid wealth manager demand

0.6% premium to NAV

Four prizes for Lombard Odier at the WealthBriefing Swiss Awards 2024, including Best Domestic Private Bank

The accolades recognise our banking expertise and the strength of our cutting-edge technologies in serving our clients.

Monthly update: Markets continue positive performance

Despite a shaky start to the year, strong market data and rallying technology sector grew investor confidence.

JM Finn shortlisted for 3 City of London Wealth Management 2024 Awards

Nominations follow the firm’s win for the Best Discretionary Wealth Management Award in 2023.

Comco report on the CS takeover takes a victory lap

This has now apparently resulted in delays in publication.

SJP remains ‘active advocate’ despite passive move

Pressure on fees has raised the prospect of a move into lower-cost funds, but SJP says it is still an advocate for active investing.

UBS Restarts Buyback as Ermotti Slogs Through ‘Pivotal’ Year

Expenses related to the integration in the final three months of 2023 helped push the bank to its second-straight quarterly loss.

Amundi Buys Swiss Firm in €350 Million Private Markets Push

Amundi expects the deal to generate more than 13% in return on investment in three years, including revenue synergies.

Wealth and Asset Management