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

Preparing The Next Generation For The Great Wealth Transfer.

As younger generations prepare to inherit potentially life-changing sums, the need for education, meticulous planning and responsible stewardship is growing ever more acute.

Standard Chartered explores the sale of a small number of businesses to boost investment in its affluent franchise

The Group will concentrate its resources in these markets on serving the cross-border needs of global corporate and financial institution clients.

Partners Group invests record USD 1.2 billion in infrastructure secondaries in twelve months

The record investment level reflects the increasing opportunity set available in the infrastructure secondaries market.

Bowmore is latest win powering Nucleus’ growth

In total, Third has won the custody mandate for 10 new clients in the last year, including Capital Financial Markets, Lowes and Mountstone.

Cazenove Capital’s sustainable funds partner with climate justice and environmental charities

Conservation of the ocean, protecting biodiversity, ensuring climate justice

Impax Asset Management Group plc Results for the year ended 30 September 2024

The Company has made material strategic progress and delivered improved investment performance while focusing on operational efficiency and the control of costs.

SGKB sustainable fund duo receive first Citywire ratings

Raphaela Koch and Raphael Arn manage four eco-labelled multi-asset funds.

UK wealth manager St James’s Place winds down property funds

The firm expects to liquidate most assets over two years, with investors receiving periodic returns.

CFA to launch private wealth certificate next summer

Curriculum spans topics including managing multi-generational wealth to estate planning and alternative investments

Franklin Templeton gets green light for first private markets offering aimed at wealth channel

Firm’s first open-ended strategy will offer wealth investors access to opportunities in private equity secondaries

Family offices Swisspath Group and VECO Group announce their merger

With main offices in Zurich and Lugano, the two companies will bundle their capabilities to serve today's complex client needs in a holistic manner and create the basis for future growth.

Canaccord Genuity Group Inc. Statement regarding recent Media Coverage

The Company regularly explores opportunities to strengthen the value of its business and has been an active acquiror in all geographies where it has operations.

Blackstone Credit & Insurance Announces $1 Billion Infrastructure Loan Portfolio Purchase From Santander

The portfolio comprises loans that finance assets located largely in Western Europe and the US across the digital infrastructure, utility scale renewable, energy efficiency and transportation sectors.

‘We’re just not very good at it’: Why bankers and wealth managers are struggling to work together

Some of the City’s biggest banks are looking to maximise links between dealmakers and wealth managers in an attempt to boost margins

Green Wealth Partners rebrands to LeoVest Partners

LeoVest Partners AG is known as a new force in Swiss wealth management.

Objectway: Growing Demand for As a Service Models

In fact, the demand for services in Business Process as a Service mode is growing, to outsource some business processes and allow financial operators to automate and optimize operations.

St James’s Place set to re-enter FTSE 100

SJP’s share price has rise more than 70% in the past six months

Natixis IM enters talks with Generali over asset management tie-up

French banking group BPCE has been assessing options for its $1.4tn fund management division

Charles Russell Speechlys opens Milan office targeting UHNW clients

London-based firm hires duo from tax boutique Maisto e Associati to launch first Italian office

Evelyn Partners announces sale of Professional Services business to funds advised by Apax

The transaction, which is subject to regulatory approval, is expected to complete in the first quarter of 2025.

Wealth and Asset Management