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

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.

Boston Multi Family Office to acquire Aqua Group

Both businesses share a similar culture and values around integrity, accountability and trust with the same unwavering commitment to providing outstanding levels of service.

Highvern Senior Trust Manager awarded ‘Future Leader’ recognition

The awards ceremony, held in London, celebrates emerging leaders in the wealth management and fiduciary sectors.

Canaccord Wealth opens new office in Guernsey

Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.

BBVA, best private bank in Colombia and Peru and best customer service in Latin America, according to The Banker

The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.

Weatherbys expands in Scotland with new private banker

During her 10-year career at Citi, she also worked in clients’ services looking after ultra-high-net-worth clients and in its private equity fund finance division.

Another win for QCFP’s Nadia Johnstone-Smith

This time at the Professional Adviser Women in Financial Advice Awards.

ZHAW Study: Switzerland's Best Private Bank in 2024

The financial industry is almost obsessed with measuring itself in rankings.

Salary cap for the CEO of Urner Kantonalbank

The cantonal parliament is following the government's recommendation to limit the fixed salary to a maximum of 395,000 francs per year.

HSBC Global Private Banking finds the UK entices global business owners

The UK continues to rank among the most alluring places in the world for international businesspeople.

Carlyle-Backed Apex Teams Up With AI Firm for World’s Ultra-Rich

Machine learning increasingly gaining in private-wealth sector

Winners from Crown Dependencies announced for Citywealth Future Leaders Awards 2024

They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.

Wealth and Asset Management