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

Michele Ferrario: «Our Wealth Advisors are Advisors, For Real»

This is not like private banks with relationship managers whose compensation is dependent on what products to sell and what managers to bring in.

JTC Consolidates Business In Luxembourg Through Move To 'Bijou'

Luxembourg is the largest investment fund centre in Europe and the second largest in the world after the US.

Stuart Platt-Ransom named in 2021 eprivateclient 50 Most Influential

Platt-Ransom’s individual achievements have also been previously recognised.

UBS beats impact investment target and launches white paper on sustainable finance for The Davos Agenda

Each investment aims to generate a measurable social or environmental impact relating to one or more of the SDGs, as well as a compelling financial return for clients.

EFG International enhances presence in Cyprus

This enhanced presence in Cyprus will lay the foundation for further increasing EFG’s exposure to markets with long-term growth potential.

As money ploughs into global funds, more than eight in ten found to struggle over the long-term

The most recent flow data for global funds from Numis shows that Global was the most popular geography in the first 10 months of 2020, with £4.5bn of net inflows.

Financial trends that have been accelerated by the pandemic

A global view from Michael Power, Strategist at Ninety-One

Thorntons Investment Management Secures Fundings to Support Multiple Acquisitions

Thorntons has offices in both Dundee and Edinburgh, with the acquisition of Matheson Financial Consulting seeing their services extend to Aberdeen.

Praemium International and Allfunds ink distribution agreement

Users will benefit from multi-currency offerings and access to offshore funds

The Rise of UHNWs – and what it means for business

The number of individuals with investable assets of over $1 million has more than doubled over the past decade, from 8.5 million in 2008 to 19.6 million in 2019, according to Capgemini.

EFAMA outlines strategy to improve ELTIF regime

From that perspective, the ELTIF Regulation has failed to meet its objective of boosting European long-term investments in the real economy.

Fourth quarter new business inflows and funds under management update

St. James's Place reports robust fourth quarter flows and record funds under management

Gresham House assets rocket 42% in 2020 on ESG wave

Assets under management at alternative investment specialist Gresham House leaped 42% to £3.9bn last year, driven by growth in its sustainable strategies.

UK, Europe to prosper after Brexit divorce, top banker tells Saudi summit

Thomas Gottstein, chief executive officer of Credit Suisse, was speaking at the Future Investment Initiative, in Riyadh

Few employ a philanthropic strategy despite recent groundswell in interest – Johan van Zyl

Philanthropy plays an important role in defining purpose

SocGen Private Bank outsources international back office IT to Azqore

The agreement would cover Societe Generale Private Banking in Luxembourg, Monaco and Switzerland and the Group Kleinwort Hambros, headquartered in London.

Lombard Odier Family Saga Plays out in Court

The brothers wanted extend their claim to current and recent partners of Lombard Odier like Patrick Odier.

International Federation of Family Offices launches to support global family office ecosystem

It was following this last meeting that AFFO and the AIFO decided to jointly create a federation to bring together the existing family office associations of each country, with over 50 family offices as members.

Brewin Dolphin - Quarterly Trading Update

Total funds grew to £51.4bn, higher than pre-COVID levels, driving strong income growth of 7% in the quarter

Investors face clone firm investment scam epidemic

On the other side, many others will have experienced a hit to their incomes, and will be trying to achieve the best return possible on their savings.

Wealth and Asset Management