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

Julius Baer Sailing Close to the Wind With Loan

This now means that the bank must plan on reserves once more – Julius Baer is therefore facing an alarming level of risk.

All the winners of the 2023 PA Wealth Partnership Awards

Rewarding excellence where wealth and asset managers work together for the benefit of end-investors

Schroders secures two prestigious accolades at Financial News’ Excellence in Institutional Fund Management Awards 2023

Schroders was also named runner up for UK Manager of the Year, as was Peter Harrison, Schroders Group Chief Executive, for Industry Personality of the Year.

DWS announces iCapital partnership to deliver global alternative asset strategies to the US private wealth sector

DWS recently confirmed its strategic ambition to leverage the demand from high-net-worth individuals and family offices for access to Alternatives strategies, including real estate, infrastructure and private credit.

LGT Bank once again among the top ten asset managers in German-speaking Europe

This once again places it among the top ten wealth managers in German-speaking countries.

Impax Asset Management Group plc Results for the year ended 30 September 2023

The Company is currently interviewing US-based candidates with a view to appointing a new USbased Non-Executive Director in due course.

Close Brothers looks for platform tech partner; SEI and Pershing frontrunners

Sources told NMA the current technology used by the wealth manager is being reviewed, and that the business may apply for custody permissions with the FCA.

Julius Baer – from now on a question of faith

Julius Baer serves up the bad news in slices.

SimplyBiz launches additional support package for discretionary wealth management firms following regulator’s ‘Dear CEO’ letter

It also gives firms an insight into the supervisory activity the FCA intends to carry out.

Odey AM applies to cancel FCA authorisation

Winding down process

Indosuez Wealth Management wins two Global Private Banking Awards

The awards recognise Indosuez's expertise and its ability to offer tailor-made, creative and high value-added solutions to its clients, particularly UHNWs, by drawing on its experts around the world.

Indosuez Wealth Management Italy wins the "Wealth Protection" award

This award recognises our bank's ability to protect large assets in an uncertain and ever-changing scenario.

Waverton sees £500mn of inflows from advisers in past year

The firm has 700 advice firms as clients.

SJP: More Wealth, More ESG Focus

The wealthiest Hongkongers and Singaporeans prioritize ESG and sustainability factors the most when investing, according to a survey by St. James’s Place (SJP) Asia.

Integration: UBS is reorganizing CS's client advisors

This now also includes the advisors who serve wealthy “affluent” customers in the home market of the acquired bank.

Mercia Asset Management starts share buyback as cash soars

The first six months of FY24 have witnessed record revenues derived predominantly from Mercia's profitable and cash-generative third-party fund management operations.

Guiding asset managers through SFDR implementation

For this fund, the client wished to ensure their fund documentation and website accurately reflected their investment process and complied with ESG regulatory requirements.

Crestbridge Family Office Services recognised at Wealthbriefing MENA Awards

This award serves to underline Crestbridge’s proposition in the Middle East market

How Piguet Galland Is Successfully Navigating the New Challenges Facing the Swiss Financial Centre

With inflows from new clients reaching CHF 451 million—and much of this growth originating from local clients in the French-speaking Swiss market—our key strategy of proximity to our clients continues to reap rewards.

Julius Baer Update on private debt exposure in light of recent market developments

The Group confirms that this amount was primarily related to the single largest exposure in its private debt loan book.

Wealth and Asset Management