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

Guernsey Finance appoints dedicated representative for the north of England

His role as Northern England Representative will see him act as a business ambassador for Guernsey to further the island’s presence and reputation in the region.

JM Finn targets ‘disenfranchised’ wealth managers after record year

Business is booming at the wealth firm and it believes the time is ripe to poach teams disaffected by the consolidation sweeping through the sector.

UHNWIs Increasingly Prefer Family Offices Over Wealth Managers

Family offices, however, are much freer in those kinds of respects

HSBC to Add Three Wealth Centers in Singapore

The centers will serve clients across the full wealth spectrum from the mass market to ultra-high net worth individuals.

Quilter advice network welcomes four new AR firms

The firm is based in Northamptonshire and provides financial planning to both corporate and private clients.

Succession Wealth moves into UHNW space with acquisition of London Wall Partners

This acquisition significantly enhances our independent financial advice offering

FNZ losses grow but Durham insists it will return to profit in 2025

In its accounts for the year ending 2023, the business posted a loss of $550.2m, up from $318.2m in 2022.

Worcester-based financial management firm acquired by MPA

This final acquisition comes as outgoing SWP Partner Gary Cowley commences his retirement, having sold his remaining 50% stake in the business to MPA.

CREDIT AGRICOLE SA: Indosuez Wealth Management, a subsidiary of Crédit Agricole S.A., finalises the acquisition of Degroof Petercam

It strengthens Crédit Agricole's presence in Belgium and will generate significant synergies with its various business lines.

Flossbach von Storch collaborates with major French bank

The cooperation will also include other services, such as fund accounting.

Brookfield Asset Management mulls Tritax Eurobox takeover

Investing across Europe, Tritax Eurobox manages properties in Spain, Belgium and Germany.

A positive month for investors as wealth managers remain unfazed by election year

Equity sector positioning was key with technology outperforming while property, energy and oil stocks all disappointed.

Triple Recognition for Crestbridge Family Office Services in NextGen Leaders List

Those recognised in the list are judged on a number of factors

UBS completes merger of UBS AG and Credit Suisse AG

The merger facilitates the migration of clients and operations from Credit Suisse to integrated UBS platforms over time, following business, client- and product-specific requirements.

Canaccord Genuity Group Inc. through its Wealth Management business in the UK announces acquisition of Cantab Asset Management Ltd.

Upon completion of the acquisition, investment professionals and support staff of Cantab will continue in their existing roles and will be fully supported in directly managing their client relationships.

WH Ireland to sell capital markets business to Zeus for up to £5m

The consideration for the deal comprises an initial cash payment of £1 payable on completion and up to £4,999,999 of deferred consideration to be paid in cash within 30 days of the first anniversary of completion.

Coller Capital appoints Boris Maeder as Head of International Private Wealth Distribution and opens office in Switzerland

This new office underscores Coller’s commitment to working closely with clients and intermediaries to facilitate access to institutional quality secondaries investments to meet increasing demand from private wealth investors.

Wealth and Asset Management