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

Mediobanca Banca: Results for 3M ended 30 September 2024 approved

Group revenues totalled €865m

Ex-Vontobel AM chiefs launch thematic portfolio with Morgan Stanley

Axel Schwarzer and Daniel Seiler’s fully AI-driven asset manager debuts Eqitron Thematic Navigator portfolio.

Pinebridge Banks on Growing Interest in Asian Investments

Recently, the appointment of a new Head of Switzerland, Liechtenstein and Austria and a Client Relations Manager has strengthened its presence.

Moving back to founding location: Bellevue Group is moving back to Theaterstrasse 12 / Sechseläutenplatz in Zurich's Bellevue district

This move will simplify the flow of information and ideas between the various teams and benefit the ongoing development of Bellevue’s entrepreneurial corporate culture.

Intesa Sanpaolo and BlackRock to advance digital wealth management

BlackRock and Intesa Sanpaolo collaborate to promote digital wealth management.

Banca Generali: 9M 2024 Financial Results

Results increased driven by a recovery of demand for managed solutions, favourable financial markets and operational efficiency

LGT to acquire Commonwealth Bank of Australia (CBA)’s personal advice business, Commonwealth Private Advice

Once completed, the transaction will solidify its position as a trusted partner for sophisticated private wealth clients.

Spear’s Awards 2024 finalists: UHNW Wealth Manager of the Year in Association with Guernsey Finance

This year's Spear's Awards 2024 UHNW Wealth Manager of the Year in Association with Guernsey Finance finalists

Canaccord Wealth publishes latest performance results

As at 30th September 2024, Canaccord had client assets of £34.8 billion and $63.0 billion converted to CAD, year-over-year increases of 9.7% and 19.8% respectively.

Fulcrum to launch private markets LTAF

LTAF to be offered with a flat fee launching 29 November

Intesa Sanpaolo and BlackRock collaborate for digital wealth management

The partnership will harness BlackRock’s advanced technology and global investment expertise, marking a step forward for both firms in addressing the evolving needs of investors across Europe.

Spear’s Awards 2024 finalists: Private Bank of the Year – UK, in Association with Porto Montenegro

The award recognises a bank that has delivered outstanding service and performance for HNW individuals in the UK.

EFG Asset Management launches global impact credit fund

In partnership with Schroders affiliate BlueOrchard

LGT receives multiple awards

LGT also received accolades at Private Banker International's 2024 Global Wealth Awards after impressing the judges with its philanthropy offering.

Canaccord Genuity sees investment banking and wealth boost after acquisition spree

The Toronto-listed group’s latest trading update points to a brighter picture

Kimbolton firm Beacon Wealth Management is one of best in UK

Beacon was recognised by the judges for continuing to put client outcomes first.

Deutsche Bank named Best Private Bank for Entrepreneurs and Best Private Bank in Germany

These awards recognise the Private Bank’s transformation.

The wealth management partner that helps high earners achieve their full financial potential

Unio gives peace of mind to clients while helping them unlock confidence in their financial futures

Global Private Banking Awards 2024: Winners and highly commended

This is testament to the growing quality of submissions and private banks’ increased focus on client needs.

Moody's Ratings upgrades Raiffeisen Schweiz Genossenschaft's long-term deposit ratings to Aa2, outlook stable

The outlook on the long-term deposit ratings was changed to stable from positive, the outlook on the long-term senior unsecured ratings remains positive.

Wealth and Asset Management