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

Advisers' top three tips for tackling the great wealth transfer

Barriers to wealth transfer planning often include not getting the right people in the room because clients can be nervous about involving their children - and vice versa.

Family offices in the digital age: impactful investment in innovation

The rise of virtual family offices, enhanced cybersecurity, RegTech, and AI-powered portfolio management, are testament to this shift.

M&A key for growth in the UK wealth sector

Private banks are increasingly looking to expand operations, with mergers and acquisitions (M&As) becoming increasingly common.

UBS's second-quarter 2024 results

UBS reports 2Q24 net profit of USD 1.1bn with continued client momentum and integration progress

St.Galler Kantonalbank continues on growth path

The continued strong growth is reflected in operating expenses

BEKB with customer growth and solid half-year results

Berner Kantonalbank AG has recorded a solid first half of the year: although profits of CHF 75.3 million are slightly below the previous year, customer growth continues. Profits from commission and service business have also increased.

How digital innovation and sustainability are shaping wealth management

Authorities like the European Central Bank and the Bank of England are now implementing climate stress tests to evaluate the resilience of banks against environmental risks

Guernsey shortlisted for international finance centre of the year award

Guernsey took the winning title in 2023

St James’s Place takes on Vanguard, but charges 350 per cent more

However, ISA fees on the four Polaris funds average a whopping 1.63 per cent a year, with the most popular, Polaris 3, costing 1.67 per cent a year.

ABN AMRO convenes extraordinary general meeting to introduce new CRO

The materials, including the agenda and explanatory notes, are available on the ABN AMRO corporate website.

Navigating a World in Flux

The diffusion of power away from the bipolar and unipolar orders of the post-World War II period has been accelerating in recent decades.

Family offices race to professionalise services amid industry surge

Governance, management and infrastructure have all improved – but there are still challenges on the horizon

Hampden & Co reports strong growth in the first half of 2024

In its results for 2023, the bank announced it was paying an inaugural dividend to shareholders as profit before tax reached £9.1m for the full year.

Private Wealth Investors Deliver a Fundraising Boost

In a challenging fundraising environment, private wealth investors are filling the gap, aided by investment platforms, intermediaries, and evolving legal structures.

FNZ sells Timeline stake for £10.2m

FNZ disposes of its stake after Timeline CEO Abraham Okusanya confirms plans to build a platform with Octopus-owned Seccl.

Wealth managers risk 'baffling with science' when talking to heirs

Many younger clients now wish to start off their savings and investment on a firm footing

Behind the Headlines: HL deal proof that public markets are ‘falling out of love’ with wealth management

The offer provides an immediate cash value to HL shareholders at a significant premium of 54.1% over the pre-announcement share price.

Evelyn Partners delivered record H1 financial performance with a 18.3% increase in adjusted EBITDA

Record AUM of £62.2 billion, up 13.3% year-on-year and 5.2% since 31 December 2023.

J. Safra Sarasin Triples US Rate Cut Forecast

On the selloff itself, Junius said that recent market turbulence highlighted that macro risks are shifting from inflation to growth

Banque Havilland placed into administration

Laurent Fisch, a Luxembourg lawyer, and EY Strategy and Transactions, a consultancy, were named administrators and have taken charge of Banque Havilland’s assets.

Wealth and Asset Management