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

Testing new waters by CHRISTIAN GATTIKER, Julius Baer

Investors need to buckle up every end of the month, it seems.

Coutts, the bank to rely on in a Covid crisis – if you're seriously wealthy

The Queen’s bank pulled out all the stops to rescue clients stranded abroad, while moving its elite services online

TA Associates invests in Fairstone Group

The investment bankers for Fairstone were Keefe, Bruyette and Woods (KBW) and legal advisers were Proskauer Rose LLP.

European Family Offices face a tricky balancing act

The factors family offices are weighing include the strong likelihood of Covid-19 remaining the dominant market factor in 2021

European family offices face 'tricky' balancing act

Cerulli believes that such considerations will see some family offices increase the risk in their portfolios to ensure that they can meet their long-term return objectives.

Kingswood backers eye Lombard International deal

This news comes weeks after International Adviser reported that Lombard International’s parent company Blackstone was looking to sell the business.

Can You Endure the Duration?

Equity markets were shaken badly but have mostly maintained their poise despite a tough final week.

Greece is the Golden Visa destination of choice for UK HNWs

Astons then asked what had been the most important factor when making a decision on investing and the primary motivation is clear.

Founder on family office's 220 banking relations and why he'd die without WhatsApp

The company has now reached CHF 1.6bn in assets under management and works with 14 families.

Cyprus 4.0: Wealth Management has a ‘special relationship’ with technology

For nearly all the wealth managers interviewed in this third edition of Cyprus 4.0, building trust and a solid personal relationship with clients is simply essential to strategy.

Cyprus banks are ‘extrovert’ – Bank of Cyprus Wealth Management Manager Emilios Tannousis

The Cyprus economy and Banks in Cyprus have been ‘extrovert’ for many years now.

Millennials and financial advisors: what can wealth managers learn from growing disruptive competition

By examining the value proposition of these disruptive competitors, wealth managers can learn what it is that Millennials want and how to better serve this younger generation.

Suntera Global Wins Citywealth Awards

Citywealth’s IFC Awards were established a decade ago to recognise and highlight excellence within the private wealth sector across the major international financial centres.

Quilter to broaden platform’s appeal as last migration looms

“This is a great opportunity that we’ve got. The whole point of this piece of work was to fill in the gaps that had opened up.”

Kingswood SPAC and Apollo among suitors for Blackstone’s Lombard

Kingswood Acquisition Corp. is among the parties weighing offers for the Blackstone-owned group, Sky News learns.

Partners Wealth Management launches PWM Green Matrix

This service is exclusively available to all PWM clients.

Standard Chartered PLC – full-year and fourth quarter 2020 results

Overall income in 2021 is expected to be similar to that achieved in 2020

Van Lanschot Kempen: net profit at €50 million and 13% growth in client assets

We do not know what 2021 will bring but I assure our clients that we will be there for them

St. James's Place annual results announcement 2020

The Board has also proposed a final and full year dividend for 2020 of 38.49 pence per share, in line with our existing guidance which is to pay out around 80% of the underlying cash result.

EU financial services firms still keen to maintain UK market access

Though - given the length of the list - it likely represents a good number of firms already operating in the UK and looking to take advantage of transitional arrangements to continue their business operations here, it is welcome.

Wealth and Asset Management