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

Iress sells portfolio management software as it streamlines UK operations

Pulse, which was purchased by Iress in 2015, provides portfolio management services to UK private asset managers working with clients on a discretionary basis.

UBS ponders dealmaker bonuses for funnelling clients to wealth unit

The Swiss bank is looking to close the gap on US private banking rivals

Wealth managers uncertain over inflation path for this year

Wealth managers have their own forecasts over inflation trends for this year.

SJP takes 20% stake in partner firm’s group

The wealth giant has bought into Cooper Associates Group, parent company of partner firm Cooper Associates Wealth Management.

Schroders files application to launch wealth LTAF

The new strategy will have a lower investment minimum that will allow wealthy clients with smaller portfolios to access private equity.

Achieving scale in wealth management through innovative technology automation

Assets under management in the global wealth management market are expected to grow to £118 trillion in 2027

Weatherbys Banking Group reports doubled pre-tax profits in 2023

The group’s return on equity increased to 34.2%, and the net interest margin rose to 4.82%.

Investec W&I suffers £600m net outflows following investment manager departures

Offset Rathbones’ positive wealth management inflows over the quarter

Rathbones Group Plc First quarter trading update

Rathbones discretionary and managed net inflows for the quarter totalled £0.4 billion (Q1 2023: £0.4 billion).

UBP House View - May 2024

The longer-than-expected disinflationary process and increasing tensions in the Middle East undermined the equity and bond markets in April.

CA Indosuez Switzerland: Lower assets despite inflows of new money

This is partly due to negative market effects, but above all to outflows of 1.8 billion francs in International Trade & Transaction Banking

UBS Struggles with Corporate Clients

Credit Suisse was the undisputed leader in corporate client business.

Lombard Odier in Brazil: why we are aiming for growth without acquisitions

This was the case with Credit Suisse, now owned by UBS, and the Julius Baer Family Office.

Deutsche Bank’s DWS inflated client asset inflows by billions of euros

Frankfurt-listed asset manager included low-fee advisory assets in its calculations for years

Rothschild & Co wins M&A Bank of the Year in EMEA from GlobalCapital

This recognition reflects our leading M&A advisory activity in the EMEA region.

Credit Suisse sells German private bank to ABN AMRO's Bethmann

The Swiss bank is increasingly focusing on ultra-rich clients and selling businesses that do not fit this strategy, such as its domestic private bank in Germany.

UBS's first-quarter 2024 results

UBS 1Q24 net profit of USD 1.8bn and underlying PBT of USD 2.6bn; integration priorities on track

Titan Wealth acquires boutique manager Wigmore

Wigmore Associates Wealth Management acquisition brings Titan Wealth’s AUM to £17.4bn

International wealth group Kingswood confirms additional £3m debt facility

There is a repayment date of earlier of 29 October 2030 or date of an exit or partial exit; and a 12% interest rate, paid at maturity.

York boss is a national wealth management winner

Her engaging commentary marks Lucy out as both a thoughtful leader and a great ambassador for the wider wealth management industry.

Wealth and Asset Management