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

SJP co-founder and former RIT chair Jacob Rothschild dies aged 87

Stepped down from RIT in 2019

The hottest topic in private banking at the moment

Private bankers are returning from this region with bright eyes and spreading an optimism that has not been seen for a long time.

Deutsche Bank: Ex-CS squad feels IT breakdown in its own pocket

The background to the sanction against management is the failed migration of Postbank's IT data to Deutsche Bank's systems.

Schroders Solutions client secures £114m buy-in

Schroders Solutions, the £212.1 billion global capability, has a long-standing relationship with the trustees of Vector Pension Scheme, a valued Fiduciary Management client, for over 15 years.

StanChart records $14bn wealth inflows as it announces strategic overhaul

The British lender is to cut $1.5bn of costs, buy back $1bn of shares and distribute $5bn over the next three years as it looks to bolster its ailing share price.

SJP’s Onuekwusi: Fee unbundling will make our funds look better

Justin Onuekwusi says the performance of SJP strategies has been ‘pretty good’ over the long term and that clarity over fees will help like-for-like comparisons.

Nucleus replatforming project could take five years, says Fundscape CEO

Bella Caridade-Ferreira is our guest on the latest episode of The Advice Show.

Lombard Odier lands prestigious pension mandate

With this, the British hope to achieve sustainable income and solid investment returns.

Northern Trust Appointed by Sanlam Asset Management (Ireland) Limited

Appointment Confirms Northern Trust as Sole Asset Servicing Provider for US$8.7 billion Investment Management Platform

WealthOS wins contract with Quai Digital

This partnership marks a significant delivery milestone in WealthOS’s history since its £2 million pound seeding investment led by Barclays in Q4, 2023.

Söderberg adds performance reporting tool following platform launch

Advisers will be able to show capital and income returns across single and multiple accounts.

Wealth Club launches portfolio service ‘40% cheaper’ than DFMs

The service, managed by investment research head Jonathan Moyes, has average ongoing costs of 1.08%.

HSBC Holdings plc Annual Results 2023

This reflected four years of hard work and the strength of our balance sheet in a higher interest rate environment.

J.P. Morgan Private Bank grows presence in Scotland

The new team of dedicated advisors will join the existing team based in Edinburgh and will provide wealth management services to individuals, family offices, charities and family foundations across Scotland.

EFG International Record profit

We made strategic investments in EFG’s future growth in 2023

Two Rothschild Bank Clans Fight Over Clients, Power and the Family Name

The Swiss and French branches are both leveraging the family name to win a bigger piece of the lucrative global wealth-management pie. The odds are rising that the best way forward would be a merger.

Meet the new man at the helm of Canaccord in Jersey

CHARLES Cohen has had a varied career leading to his move to Jersey which will help him face any challenges ahead.

A Service That Grows With Your Family

We know banking needs change for family members at different life stages, here’s how we could help you and your family grow across the generations.

AKB with strong annual results

Increase in business success and annual profit – abolition of annual fee for AKB Debit Mastercard

Barclays PLC (“Barclays”) New operating divisions and management

Barclays segmental reporting will reflect these five operating divisions, in addition to Head Office, from the first quarter of 2024.

Wealth and Asset Management