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

UBS: Billionaire Wealth Stagnates in Asia

Not only did APAC record the slowest growth but it was also the only region that did not surpass its last peak in 2021, which saw a total of $4.6 trillion in billionaire wealth.

Wealth managers and financial advisers globally dial-up private markets allocations in response to shifting market dynamics

Two-thirds of wealth manager and financial adviser respondents highlight that the potential for higher returns than public markets is the most important benefit for investing in private markets for their clients

M&G helps ex-RBC Brewin Dolphin press head launch advice business

Former press officer Richard Janes is one of the latest to qualify as an adviser after passing through the M&G Academy.

Family offices seek returns on philanthropic giving: survey

The demand for financial returns from philanthropic giving reflects a broader trend towards increased involvement and control among family offices in how their charitable donations are structured and utilised.

Moneyhub teams up with Marygold & Co UK to innovate wealth management

Moneyhub partners with Marygold & Co. UK to power an upcoming app that simplifies savings, offers competitive interest, and enhances financial oversight.

UBS Stunned by Mafia Analogy at Whistleblower Pressure Trial

Forissier’s lawyer, William Bourdon, later asked Turrini whether he thought his client had been right to blow the whistle.

Schroders finds new home in Zurich

This is also a commitment to Switzerland as a business location.

Pictet WM moves ETF coverage to active fund analysts

The Swiss bank has moved the coverage of exchange traded funds to its active fund analysts, who can now compare the products alongside each other.

Deutsche Bank: Two major changes in Switzerland

He will remain based in Zurich.

Quilter Cheviot launches investment proposal tool to streamline advisers’ processes

The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.

FCA-regulated wealth manager Diagram Capital taps Muinmos’ KYC/AML solution

The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.

Mapfre Asset Management to use BlackRock's Aladdin platform

The Spanish insurer is set to adopt Blackrock's platform.

Wealth manager Q&A with Dr Sarah Ruggins: Diversification discipline

Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-

The future of wealth: What industry experts are saying

In this insight we outline some of the key topics discussed at the forum and the impact they may have on the future of wealth.

Track to the Future – with HSBC Asset Management’s Dan Rudd

How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months

Rathbones continues to cut roles in search of £60m Investec savings

Wealth management mega-merger sees more jobs cut in hunt of savings.

Bellevue expects halving of net profits

The speciality healthcare fund firm has seen a decline in earnings following a drop in assets under management.

Lombard Odier: Zurich EAM Desk Reaches the Next Level

What sets the Zurich team apart from EAM desks at other private banks is the suite of tools at their disposal.

Partners Group agrees to acquire real estate platform Empira Group

The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.

Schroder AsiaPacific Fund plc - Full Year Results

The Company made a positive return over the period, with a NAV total return of 16.5% though this lagged the benchmark return of 17.3%.

Wealth and Asset Management