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

Vontobel AM loses sustainable real estate arm in buy-out

The division is primarily focused on the firm's sustainable real estate range

Wealth managers and their #MeToo moment

Florence BrocklesbyFor the wealth management and private banking industries, the news on #MeToo is clear: it’s going to be increasingly front of mind and in the papers over coming months as cases rumble on, more historic issues emerge, and the FCA d

Novia Global platform adds EQ positive impact portfolios

EQ will add an exciting new dimension to socially responsible investing within model portfolios via the platform with their Positive Impact Portfolios.

Charlotte Ransom: ‘Wealth management is expensive, clunky and has no decent technology’

Netwealth CEO says her firm is here to modernise money management

Big data crucial to serve mass affluents cheaply

Wealth managers will need to use AI and big data to keep their share of the mass affluent market out of the hands of robo advisers.

UBS GWM brings pair of private market funds to Italy

The Fund aims at reaching an initial target of $250m.

Inheritance in the 21st century

Overwhelmingly, those under 25 voted to remain within the open borders of the European Union. Nearly 5 million Britons now live overseas.

Forsters’ Private Wealth team shortlisted in three categories for the STEP Private Client Awards 2019/20

This year saw a record breaking number of entries with over 300 submissions from across 12 countries and only those judged to be the most outstanding in each category have been shortlisted.

Harwood adds £500m as it signs off on seven buys

That nonetheless fell short of the full pipeline of eight deals which the company in January said it hoped to complete in the short term.

The ticking cost bomb for asset managers

The savings could be made via automation and shifting functions to lower cost locations, it noted.

Lugano WM teams up with Baltic firm

It is currently registered for sale in Etonia, Latvia, Lithuania and Sweden.

Cavendish Asset Management refreshes fund management team

The complementary combination of my stock-picking skills and Nick’s insight into timing trading has brought a lot of success to the AIM and Opportunities funds, which makes this move a natural next step for the fund.

Reddings Wealth Management Joins Initiative to Empower Women in Finance

Having launched on International Women’s Day this year, the Network is seeking to change the financial sector to better cater to the needs of women.

Does your firm want a lead—or a customer?

This type of lead scoring is also very focused on short-term sales—that is, finding any advisor for sales to call who seems interested enough to buy now.

EFG International opens advisory branch in Portugal

EFG is also announcing the appointment of Pedro Rego as the new Head of its Portugal branch, effective May 2019.

Credit Suisse combines unit InvestLab with Spain's Allfunds

Singapore’s sovereign wealth fund GIC and private equity investor Hellman & Friedman acquired Allfunds in 2017 from Intesa Sanpaolo Group, Santander Group, General Atlantic and Warburg Pincus, with an eye towards expanding its reach.

Julius Baer head of key EM clients launches Mayfair wealth adviser

The new firm, Azura, is targeting billionaire clients in Monaco and London.

UK-based wealth manager enhances digital experience for HNW clients

Offers a range of investment management and wealth planning services

Wealth manager secures funding for acquisitions

The wealth management group said it was pursuing acquisitions in the UK and internationally, confirming a "number" of deals were in the advanced stages of negotiation.

Former UBS Top Banker Juerg Zeltner Poised for Swiss Strike

KBL recently made a non-binding offer to Bank am Bellevue after conducting due diligence, according to three people familiar with the matter.

Wealth and Asset Management