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

ONE swiss bank - SUSTAINABILITY REPORT 2022

This report constitutes a first step for ONE towards its goal of becoming a more sustainable company.

Group annual results published by investment managers

For the overall Group, the results show revenue of £122.2 million, up 3.4% the previous year. Group Funds Under Management slightly decreased at £15.7 billion as net flows were offset by the impact of declining markets on asset values.

Citywire publishes Top 100 funds professionals

Citywire Wealth Manager has published this year's Top 100 showcase of the most influential fund selectors in the UK

Accuro Rewarded “Highly Commended” Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022

Accuro were awarded Highly Commended in this category for their refreshing, value‐based approach to business that embraces their day‐to‐day business and strives to create purposeful climate for employment and positive contribution to society.

Allianz Global Wealth Report 2022: The last hurrah

This amounts to adding two eurozones to the global financial pile.

Rothschild & Co receives three major awards from The Banker magazine

These awards are global in their coverage

Julius Baer expands its presence in the Middle East by opening a new Advisory Office in Qatar

The Bank and the Qatar Foundation also agreed on a partnership to support community impact engagements relating to youth.

Delio’s latest research finds it’s no longer a case of ‘if’ wealth managers offer private markets to clients, but ‘when and how’.

Clients have been increasingly demanding access to private markets as they seek access to asset classes that help to diversify their portfolios while potentially generating greater returns in a climate of increasing inflation and interest rates.

Positive NNA and increased profitability in 9M22; 2025 strategic plan to sustain profitable growth and achieve scale

Underlying operating income increased year on year, reflecting significantly higher net interest income due to interest rate increases across currencies and a rise in other income.

Signia Wealth CEO buys out tycoon founder John Caudwell

Signia Wealth CEO Carnegie Smyth and business partner Greg Malone have bought out the Phones 4u founder, who established the wealth business 13 years ago.

Chase Buchanan Wealth Management Opens New Canary Island Office

Chase Buchanan Wealth Management continues to expand, opening a new office in Tenerife to provide trusted financial advice to foreign nationals living in the Canary Islands.

Golding launches first €300 million energy transition fund of funds

Golding Energy Transition 2022 to invest in infrastructure for the energy transition – focussing on solar and wind energy, energy storage technologies and decarbonisation

Asset managers urged to tap retail, private markets amid expectations of global growth slowdown for years

A study by Broadridge also predicts that individual investors will drive 42% of net flows in the coming decade compared to just 26% over the last 10 years

Fairstone Group revenues up 22%

The deal saw TA Associates take a significant stake in the business although details of the agreement were not disclosed.

BoE widens gilt purchase operations to include index-linked gilts – reaction from advisers, investment and wealth managers

The Bank of England has therefore been forced to include these in its bond buying programme.

Wealth and Asset Management