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

Lombard Odier to open a new office in Verbier, Switzerland

Verbier is a dynamic centre of activity where many of our current and future clients have a permanent place of residence or a holiday home.

Campbell Thomson is Verso’s first Scots deal

The deal advances Verso’s plan to build a national wealth management group and takes its assets under management to more than £1 billion.

"Golding Buyout 2021" reports first closing at €155 million

The successful track record of its three predecessor funds and its compelling investment strategy for the current market convinced both existing investors and new clients.

Our view on defence stocks

Though we don’t exclude this sector, we explain how our responsible investing does not encompass certain companies as we commit to long-term sustainable returns for clients.

The bear necessities: What are bear markets and are there opportunities for investors?

We examine what markets moving in bear territory means for investors and how they relate to the broader economic outlook as well as how they can provide opportunities.

Verso Wealth Management buys Campbell Thomson, extending its presence into Scotland

Stewart Thomson and Euan Bottomley, Campbell Thomson’s owners, will remain in the firm working with Verso’s executive team to expand Verso’s presence across Scotland.

Standard Chartered Private Bank launches internal phishing campaign

This comes at a time where various organisations have shown phishing to be at a high.

VP Bank Group holding its own in a challenging environment

The stable and broadly diversified client base led to a net new money inflow of CHF 0.2 billion.

LGT delivers a premium online service with CREALOGIX

The team at LGT recognised an increasing use of mobile and an increased frequency of access to their online client portal accounts.

Jersey Shortlisted for ‘IFC of the Year’ at 2022 Citywealth Awards

Continuing to be recognised as a leading IFC even after the turbulent couple of years that we have all experienced underlines Jersey’s resilience and adaptability, as well as the extensive pool of talent, skill, and expertise that makes up and stren

M&G to launch IFA buyout scheme

The firm told FTAdviser that the scheme will go live in the “near future”, with no exact date set.

Julius Baer embarks on 5-yr transformation strategy

It generally banks with ultra high net worth individuals who have investable assets of Rs 25-100 crore, even though a customer could start an account with Rs10 crore.

Tatton Asset Management bolsters investments offerings via £7m 8AM Global Limited acquisition

Following Tatton’s acquisition of the firm, 8AM is set to generate £700,000 worth of profits through the £800m worth of assets it has under its control.

Deutsche Bank mourns Anshu Jain

Jain played a crucial role in the development of Deutsche Bank and was instrumental in building the company’s global capital markets business.

Baloise sells German run-off portfolio

The sale includes the entire portfolio of the hospital liability portfolio of Basler Sachversicherungs-AG in Germany with provisions of around EUR 200 million.

Schroders UK Platform awards announces finalists

Platform of the Year and Adviser categories published

IQ-EQ shortlisted across five categories in 2023 Citywealth IFC Awards

Winners will be selected by a panel of notable private wealth practitioners from leading international legal and financial firms.

IWP acquires £250m Cambridge advice firm

Consolidator Independent Wealth Planners has acquired Cambridgeshire-based Holistic Financial Leadership.

The growing role of External Asset Managers

In this regard, the quality of partnerships with strong and innovative custodian banks is a key asset.

VZ Group sees assets grow to CHF 6bn in H1

The group increased its net profit to CHF 77m in the first half of the year.

Wealth and Asset Management