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

Adam & Co staff handed £4m lock-in bonus after Canaccord buy

The three-year lock-in bonus is spread across 21 Adam & Co staff and was offered following Canaccord’s acquisition of the Scottish wealth firm in October 2021.

ZKB launches ESG ratings to address small and mid-cap data gap

Only four companies achieve the highest rating of five stars.

Jersey wins Best IFC in WealthBriefing MENA Awards

The awards, now in their ninth year, celebrate top-class performance, innovation and achievement.

Credit Suisse Clients Flee to UBS in Asia as Rich Weigh Options

The loss of client money marks a major setback for Credit Suisse as executives seek to put the lender back on course with a sweeping overhaul that places a greater focus on private banking.

Curtis Banks share price jumps 20% after Nucleus sale talks revealed

Curtis Banks chairman could receive £3m if he sells the business by 2024.

Octopus’ new £1.2bn VCT manager: Start-ups love recessions

Malcolm Ferguson believes start-ups are less vulnerable to the UK’s gloomy economic outlook.

Two from IQ-EQ win at the 2022 Citywealth Future Leaders Awards

The Future Leaders Awards champion the rising stars of the private wealth sector aged under 40

What Magic Can Credit Suisse Leaders Pull out of Their Hats?

Numerous small investors who thought they were being particularly clever over the past two months eagerly buying shares in beleaguered Credit Suisse are now feeling the pain.

Outlook 2023 from Deutsche Bank Private Bank CIO

Key themes from the Chief Investment Office: Resilience versus Recession

Liontrust Asset Management : Half year results Nov 2022 presentation

Assets under management and advice were £31.7 billion as at 30 September 2022, a decrease of 5.5% over the financial year

NatWest joins forces with BGF to raise over £80m to back British entrepreneurs

This provides the bank’s client base with access to investment opportunities in privately-owned scaleup and early-stage businesses, as part of BGF’s nationwide platform.

BNP Paribas Wealth Management presents its five most relevant investment themes for 2023

Inflation and interest rates will decline from current decade highs.

LGT Bank receives top marks from FUCHS | RICHTER and Elite Report

LGT Bank was ranked “summa cum laude” and retained its spot among the top ten best wealth managers in Ger- man-speaking countries.

Credit Suisse Investment Outlook 2023: Fixed income assets provide investment opportunities in a new world order

Against this backdrop, fixed income assets are likely to offer attractive opportunities for investors, while equity performance is seen staying muted, at least in the first half of the year.

Wealth planning is all about knowing your client

Wealth planning for HNWI requires both local expertise and a broader knowledge of taxation regimes in specific countries as well as across international and EU jurisdictions.

Credit Suisse provides market with updated outlook for the fourth quarter of 2022

These decisive measures are expected to result in a radical restructuring of the Investment Bank, an accelerated cost transformation, and strengthened and reallocated capital, each of which are progressing at pace.

Investment platform helps new wealth firm to £500m AUM

Luna Investment Management (Luna) first signed with Third Financial on a short-term basis in April 2020 and has now committed to a further five years of partnership.

Santander Wealth Management & Insurance: “We expect inflation to peak in Q1 and spark market recovery”

Santander Wealth Management & Insurance also advises a cautious approach for equities, until earnings' review are completed

Lombard Odier backs early tech recovery

The Swiss bank sees opportunities in equipment suppliers with large backlogs, semiconductor makers and firms exposed to electrification and connectivity trends.

Deutsche Bank Targets Asia, Middle East for Wealth Ambitions

De Sanctis highlights Saudi Arabia, Indonesia as key markets

Wealth and Asset Management