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

ZEDRA shortlisted for the STEP Private Client Awards

The awards ceremony takes place virtually in September

Yacht or not – it’s back! Cowes Week 2021

We explain how ZEDRA’s management and crewing services can support your seafaring ambitions.

Wealth manager confirms sale talks

Sale of acquisitive firm could start trend towards larger-scale consolidation

Fairstone set to acquire two more IFA firms

Advice firms Imagine Financial Planning and Forbes Lawson Wealth Management are set to be acquired by Fairstone after joining its downstream buyout programme.

Brooks says landmark tech overhaul on track despite CEO switch

As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.

Close Brothers trading update

Our focus on strict management of costs remains unchanged, while progressing our key strategic programmes.

Schroders Capital reaches €1 billion hard cap fundraising target for European sub-investment grade infrastructure debt fund

The fund is the second vintage of this strategy whose first fund (JULIE I) was launched in 2017, raising close to €350 million.

Penny Lovell: ‘I’ve never known clients to become such strong friends’

As well as generating friendships among its client base, these digital sessions are a boon for Sanlam from a commercial perspective because when clients get together, they spend time discussing their finances, from pensions to tax to investments.

How WH Ireland plans to grow its DFM business to £3bn

WH Ireland has just been awarded corporate financial planning status by the CII.

Global wealth firm unveils private client operation in Ireland

It was a ‘logical step’ for the business in its quest to ‘help more clients globally’

Wealth management drives UBS profits surge

2Q21 net profit of USD 2.0bn, 19.3% return on CET1 capital

EFG International: Gold and Basel III

Many commentators believe that the price of gold will soon rise due to the implementation of new rules on banks’ capital requirements under Basel III.

Blacktower to expand into UAE and Switzerland

As advice giant gears up to unveil its own investment proposition

Syz launches family office with its ex-PB head

Syz holds a minority stake in the multi-family office in the Bahamas.

Wealth management industry leads way with AI technologies

Technologies such as robotic process automation (RPA), process mining, conversational AI, and automated decision-making can deliver real outcome improvements.

Netwealth looks to IFA acquisitions for growth strategy

This will include bolstering its intergenerational advisory and wealth planning capabilities.

Arbuthnot Banking 1H Pretax Profit Rose, Restores Dividend

Customer loans in the period rose to GBP1.72 billion, up 12% from the first half of the previous year.

‘Corporate Housekeeping’ - Re-domiciliation of Equiom Group Holding Companies

Established in the Isle of Man in 1978, Equiom now has a truly global footprint with 18 offices around the world and employs close to 600 staff.

First half-year results 2021 UBP

Union Bancaire Privée’s assets under management rise by close to 10% to CHF 161.1 billion

Nick Train backs M&A-driven UK wealth sector for growth

Wealth management is a long-term portfolio theme for FGT

Wealth and Asset Management