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

Wealth management firm Fairstone buys Donegal brokerage

Acquisition comes amid continuing consolidation in the sector

Julius Baer: Interim Management Statement for the first ten months of 2024

Substantial increase in client assets – Accelerated net inflows – Solid capital position – Start date of new CEO set for 9 January 2025.

Margetts Wealth stays independent with management buy-in

The aim is to go for 20% growth over the next twelve months

‘Articulate the alpha!’ Arbuthnot’s Osman tells fund managers

Arbuthnot investment head Eren Osman believes fund managers need to ‘surgically’ demonstrate how they generate alpha as the ETF threat to their existance grows.

Liontrust to Integrate Global Fixed Income Team into Liontrust Multi-Asset Team

Both the MA and GFI teams believe there will be greater diversity in interest rate policies around the world going forward.

JTC Recognised Again at Wealthbriefing Channel Islands Awards

Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team

Nordea completes the acquisition of Danske Bank’s personal customer and private banking business in Norway

The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.

Altiant Global Luxury and Asset Management (GLAM) Monitor

GLAM has now passed five years of data collection, during which time we have conducted almost 12,000 interviews to construct a comprehensive and evolving view of luxury sentiment and behaviour.

EFG International reports 10-months 2024 business update

Revenue margin was 96 basis points for the first ten months of 2024, compared to 97 basis points for 1H24 and 99 basis points for FY23

Quilter Investors Monthly Income range introduces new asset classes to portfolio

The emerging market debt exposure will stand at 1.25% in the Monthly Income portfolio and 0.75% in the Monthly Income & Growth portfolio.

Liontrust Implements Data Solution in Collaboration with BlackRock Aladdin and BNY to Enhance Investment Management, Client Service and Scalability

The new technology solution improves investment and risk tools, enables productivity gains and enhances the information supplied to Liontrust’s investment teams and clients.

Ninety One acquires Sanlam Investment Management

It will take over management of its £17bn in assets under management

Wealth managers optimistic for 2025 despite potential risks

Europe and Germany, however, may not be in for a good time.

Baloise refocusing strategy being implemented – cash generation of over CHF 550 million expected

The sale of the portfolio of the digital insurer FRIDAY, announced at the end of October, was a further step in the new strategic direction.

HSBC Revamps Premier Wealth Banking Strategy

New London wealth center to attract affluent clientele with exclusive services and events

ZKB completes final close of carbon solutions private equity fund

The Swisscanto Fund Private Equity World Carbon Solutions, which has a volume of around CHF 130m, has already made seven investments.

OakNorth completes loan to Warwickshire-based IFA firm, Beaufort Wealth Management, to support a management buyout (MBO)

It advises clients on investments, non-investments, and business advice, including employee benefits, pensions, keyman insurance, partnership and shareholder protection, investments, tax, and succession planning.

Zurich fund distributor buys asset management consultancy

Acolin said the purchase will improve its ability to enter new markets and offer a broader range of services.

Van Lanschot Kempen introduces third European private equity fund

Fund gives private banking clients access to small and medium-sized companies

Asset and wealth management revolution 2024

Unleashing the transformative power of disruptive technology

Wealth and Asset Management