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

Quilter introduces new features to support vulnerable customers

Quilter has also launched a new customer facing ‘additional needs’ online support to help customers explore the support on offer for people with additional needs.

GAM Holding AG provides an update on the Group's expected first half 2023 results

This compares to the IFRS net loss after tax of CHF 275.2 million for the first half of 2022.

FusionIQ integrates with wealth management platform Blueleaf

Client updates and reports, performance reporting, account aggregation, billing and invoicing as well as portfolio monitoring services are available on the Blueleaf platform.

GAM chairman follows Liontrust lead in shareholder tender plea

Swiss group echoes sentiment expressed by UK group’s chief executive last week.

BlackRock eyes $7trn fixed income windfall on peaking rates

Money market assets will ‘flood fixed income market’

HNW news: Agatha Christie’s retreat set to make a killing and is bigger always better in wealth management?

Hedgehog: News from the Côte d’Azur, the Devon coast, the high seas and London’s financial universe

Ernst & Young scores mega audit deal with UBS bank

EY is taking over from PricewaterhouseCoopers (PwC), following UBS’s recent acquisition of Credit Suisse.

Partners Group reports continued H1 AuM growth and reconfirms full-year fundraising guidance

During the same period, the firm committed USD 5.0 billion to transformational investing across private markets asset classes globally and generated USD 5.4 billion in portfolio realizations.

ONE Swiss Bank - H1 2023 Financial Results

These positive performance indicators show that our business is well positioned to grow in the current environment.

Liontrust quarterly assets under management fall but in good shape

This was attributed to net outflows of GBP1.62 billion, while GBP294 million was lost through market and investment performance.

Pressure on banks = pressure on WealthTechs

Warren Buffets' famous quote: “Only when the tide goes out do you discover who’s been swimming naked.” has rung true yet again.

Caledonia Investments solicits bids for $585 million wealth manager 7IM -sources

Unlike continental Europe where investment products are largely distributed through banks, the UK has a vast network of investment advisory shops that help customers manage their money.

Fairstone establishes 'West Midlands Hub' with investment in Dudley's Prosperity Wealth

The growing North East wealth management group says it is looking to back management teams of larger independent financial advice firms

Brooks Macdonald assets tick up on £100m quarterly inflow

In a trading update this morning, the wealth manager reported a FUM increase of 0.4% in the three-month period ending 30 June, climbing from £16.79bn to £16.85bn.

GAM's largest shareholder supports the Liontrust offer

A shareholder since August 2011, Silchester is familiar with the asset management industry, regulatory approval processes globally, and GAM’s management.

CEE’s best bank for wealth management 2023: UniCredit

But UniCredit is clearly committed to staying the course.

Succession Wealth expands its Birmingham HQ

Totalling 64,000 sq ft, the 11-storey development has recently undergone an extensive programme of refurbishment

There is a lot of catching up to do when it comes to digitization

This is the result of a survey of banks, wealth managers and asset managers by the fintech provider Objectway.

Intesa CEO: bank to expand in wealth management thanks to technology

Intesa last month launched Isybank, a cloud-based mobile-only bank powered by Britain's Thought Machine, which Italy's biggest lender is targeting at younger customers with digital skills and a need for only basic banking services.

Monthly update: Sun shines on a brighter market mood

Stock markets are holding up, driven by easing US inflation and prospects of an uneventful economic slowdown.

Wealth and Asset Management