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

Schroders boss: Advice guidance proposals ‘will not solve advice gap’

The FCA published its advice guidance plans last month. It hopes they will allow more people to access financial advice or support.

Observers expect massively higher provisions at Julius Baer

So far, the institute has set aside 70 million francs on this item.

Excellence: the way for private banks to stand out

A million dollars of short-term deposits is very different to a million dollars invested actively through a discretionary mandate.

CA Indosuez Wealth (Asset Management) celebrates its 10th anniversary in 2024

Its main mission is to serve Crédit Agricole Group entities internationally, as well as their clients and partners, by delivering a high level of service and offering a privileged client experience.

Crédit Agricole SA announces the acquisition of a minority stake in the capital of Worldline

It aims to strengthen this partnership in order to create a major player in payment services to merchants in France.

Capgemini head of capital markets: Four key calls for the wealth sector in 2024

Generational wealth transfer

Quilter platform awarded ‘A’ financial strength rating by AKG

AKG’s assessment of financial strength measures a company’s ability to sustain delivery of its products or services.

Libera and ZWEI Wealth are now working together for manager selection for pension funds

The collaboration enables small and large pension funds to use the latest technology and to take a very broad provider universe into account in every selection.

VENCORA UK Limited publishes definitive notice of the interim result of the public tender offer for all publicly held registered shares in CREALOGIX Holding AG

The definitive notice of the interim result shows that 622,800 CREALOGIX shares were tendered into the offer during the main offer period.

Quilter: Q4 Reported and core net flows rebound to deliver net positive inflow; fourth quarter IFA Platform gross flows up 44% year-on-year

Our actions to enhance the proposition of our Platform continue to bear fruit.

Abrdn confirms job losses amid £120mn of cuts to investment business

The division had total assets under administration of £66bn, and net inflows in the six month period to 31 December 2023 of £1.1bn.

Pictet’s wealth management unit cuts back on clients' hedge fund holdings

On average, the top 20 managers were up 10.5% last year, while the industry overall returned 6.4%, the fund of funds investor LCH said in a report on Monday.

Tradition and innovation create winning formula for Weatherbys, the Private Bank of the Year (UK)

Spear's Awards 2023 winner: Weatherbys Private Bank embraces innovation while staying true to the importance placed on human relationships

The Schroders Family Office Service team reflects on winning Family Office Provider of the Year

Spear's Awards 2023 winner: Schroders Family Office Service was named Family Office Provider of the Year, in association with AP Executive

HNW Wealth Manager of the Year Ross Elder on being ‘the best, not the biggest’

Spear's Awards 2023 winner: Ross Elder won HNW Wealth Manager of the Year, in association with August

Objectway Acquires Nest Wealth, Leading Digital Wealth Solutions Provider in Canada

This is a notable milestone in Objectway’s strategy to become the trusted end-to-end global partner for the wealth management industry.

Patience in an uncertain environment

Markets & Investment Update

UBS Launches Large-scale Brand Campaign

The results of that exercise came into full view on Tuesday during the bank's worldwide launch of its new brand campaign.

At Lombard Odier, “Team Strobaek” gets started

Based in Zurich, he also heads the Investment Solutions department and chairs the Private Clients Investment Committee.

Migros Bank: CEO Manuel Kunzelmann was right

As expected, the most important contribution to this came from the interest business, where success increased by a quarter to 641.4 million francs.

Wealth and Asset Management