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

Consolidation in asset management expected to continue in 2024

Of the mergers which may spring to readers’ minds the chumming up between Rathbones and Investec may be at the forefront.

IntellectAI and St. James’s Place receive coveted industry recognitions as they redefine Adviser Led Wealth Management on Salesforce

Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach

Farrer & Co advises Canaccord Genuity Wealth Management on the acquisition of Intelligent Capital

The transaction is subject to customary regulatory approval but is expected to complete by March 2024.

An innovative approach to sustainability – interview with Jean-Pascal Porcherot

Today, he oversees the management of over CHF 63 billion in assets.

Société Générale Private Banking Switzerland, the combination of local and international

Finally, Société Générale Private Banking Suisse makes all of its expertise and its offering available to independent wealth managers (IFMs) and their clients.

Succession Wealth buys Plymouth-based IFA adding £165m in assets

Why you should do estate planning before selling your business

Planning as early as possible how you want to use the wealth you have accumulated to your loved ones will give you more options.

The private banking association is now even more hoping for new members

Now the lobby organization has gained a new institute - and hopes that the trend will change.

LGT continues expansion in Germany with new office in Frankfurt

LGT has recruited a team of highly experienced local private banking experts to build the business in this new location.

Constructing ESG portfolios to achieve both performance and impact

But the nature of this fast-evolving discipline has changed dramatically.

Söderberg & Partners snaps up two more UK advice firms

These deals mark its fifth and sixth IFA acquisitions in the UK market

Wealth advisers predict global private equity bounceback driven by UHNW investors

After signs of a sluggish 2023 for PE funds and M&A activity globally, there are signs of optimism for 2024

IQ-EQ achieves four shortlistings in 2024 Citywealth Brand Management & Reputation Awards

IQ-EQ has a very strong track record of recognition in these awards

Which Swiss investments will perform best in 2024? Let's ask the experts

Investment chiefs at Blackrock, Swiss Life Asset Managers and Swiss Rock Asset Management weigh in on 2024.

Don’t give up on St James’s Place, Hargreaves Lansdown, Abrdn and Schroders just yet, says broker

Meanwhile, as interest rates have increased over the past year, investors have dumped underperforming UK equities in favour of cash.

Hawk Group Limited and Sancus Lending (Jersey) Limited Announce Strategic Joint Venture to Amplify Market

This collaboration marks the first truly expert family debt vehicle through which investors are able to benefit from innate stability and growth.

Evelyn Partners launches programme to train the next generation of financial planners

Evelyn Partners’ new Financial Planning initiative – which is initially being offered in London, Glasgow and the North West – builds on the existing Investment Management and Professional Services graduate programmes.

J Safra Sarasin closes sub-scale sustainable bond fund

Basel-headquartered group calls time on strategy run under partnership with German giant due to decline in assets.

Boss of Norwich wealth management business dies aged 61

In 2018, he successfully completed a buyout of the business - which at that time had £250m of funds in its portfolio.

Private bank Baumann & Cie is in great shape

The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.

Wealth and Asset Management