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

7IM expands MPS range on M&G Wealth Platform

The portfolios benefit from proper diversification, strategic asset allocation (SAA), robust risk management, a range of risk profiles, and competitive pricing.

There are sales rumors surrounding the Swiss private banking unit

There is a need for action, as the operating income of the entire group fell by a quarter to 7.5 billion euros compared to the previous year.

Lombard Odier reports full-year 2023 results: strategic investment in talent, sustainability and technology

The Bank continued to make strategic investments in the long-term success of the business: its investment offering, banking technology platform and key talent.

Annual results for 2023 BKB Group: Strong operating result due to profitable growth

The strong result means that the five targets of the strategy period that runs until 2025 have already been achieved after two years.

Bank Zimmerberg is successfully navigating the interest rate turnaround

Thanks to the change in interest rates , Bank Zimmerberg, which operates primarily on the left bank of Lake Zurich, was able to significantly increase its operating income last year.

Successful Thurgauer Cantonal Bank

Ad hoc announcement in accordance with Art. 53 Listing Rules (LR) of the Swiss Stock Exchange

Bank Cler increases business success and annual profits

The good operating result strengthens the capital base and thus the security and stability of the bank.

ABN AMRO Bank posts net profit of EUR 545 million in Q4 2023

Over the past few years, we have worked hard to transform the bank, creating a platform to successfully deliver on our strategy.

CHF 15bn fund group overhauls management at newly bought boutique

Fairway Asset Management invests in both public and private markets.

Barclays contemplating SocGen UK private bank takeover

However, were the acquisition to go ahead by Barclays, it would follow the lender’s takeover of Tesco Bank, which marked a bid to diversify from the volatile investment market.

Close Brothers halts dividends amid 'uncertainty' over FCA motor finance review

Potential reinstatement in 2025

JPMorgan Global welcomes keen wealth manager with £40m share issue

Update: Defying last year's investment company bear market to see its shares trade at a small premium, top-performing JPMorgan Global Growth & Income launches a fundraise.

Ray Soudah: «External Asset Managers Are to Blame»

But consolidation has not happened at the rate expected, surprising advisers and regulators alike.

Successful St.Galler Kantonalbank: more profits, higher dividends

The St.Galler Kantonalbank expects earnings for the 2024 financial year to be at the same level as the previous year.

Deutsche Bank announces set-up for advising UHNW clients in its home market

Looking ahead, Deutsche Bank will serve its UHNW clients in Germany

M&G Wealth launches adviser tool ahead of LTA abolition

The tool can easily recognise whether allowances are higher under default or certificate rules.

Abrdn shareholder sold out after ‘losing confidence’ in management: reports

The business has also restructured, closed or merged more than 250 of its investment funds.

Objectway named as a Strong Performer in analyst report on Digital Wealth Management Platforms

Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024” .

Carlyle to launch new European Private Credit strategy for private wealth investors

The strategy is designed to generate income by tactically allocating assets to a wide range of credit strategies

Seeking Alpha: UBS's top gatekeeper sets sights on 'niche' fixed income

With the growth of the active ETF wrapper, Kristen Griffin is thinking about how to bring non-standard parts of the fixed income market to the wealth channel.

Wealth and Asset Management