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

Julius Baer forecasts high single-digit returns for 2025

Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook.

Guernsey Trust Manager joins Citywealth Future Leaders Awards 2025 judging panel

She will be joining five other judges and panel moderator Karen Jones, CEO of Citywealth.

Rathbones’ CEO Paul Stockton: ‘We’re a bit more Middle England than Monaco’

The 280-year-old wealth manager Rathbones has learnt new tricks from its Investec merger and is ready to embrace passive investment and Instagram

JTC wins at global banking & finance awards

The awards recognise companies of all sizes which are prominent in particular areas of expertise and excellence within the financial world.

Rathbones Group Plc Fourth Quarter Trading Update

Funds under management and administration (FUMA) update for the year ended 31 December 2024 and notice of results.

Wealth managers eye more gilt moves after bond selloff

Gilt portfolio services prove a popular choice as investors spy opportunities to make tax-free capital gains.

SIX takes over Swiss fund information service

This makes it the sole shareholder of the provider of Swiss fund information.

Swissquote Announces Better Than Expected Results

Swissquote attributes the strong performance primarily to the robust year-end and developments in the crypto sector.

‘We buy skill’: Vontobel’s co-CEO approaches strategy like an investor

Christel Rendu de Lint talks to Citywire Selector about the asset manager’s plan to build scale with skill as it looks to reverse flows.

BlackRock makes SDR move with new fund for Hambro team

The BFM Brown to Green Materials fund is managed by Evy Hambro, Olivia Markham and Hannah Johnson.

Private wealth management – have you considered the SPF?

The Circular provides that, should an SPF have its statutory seat or central administration in Luxembourg, it is eligible to receive a certificate from the LTA confirming its residency status in accordance with Luxembourg law.

Why is Iqbal Khan missing from the WEF in Davos?

Khan continues to be responsible for the GWM's European markets, and a large number of participants are expected from Asia.

Partners Group raises $8bn for evergreen funds in largest private wealth haul

The Switzerland headquartered group launched seven evergreen funds last year and is focusing on BlackRock partnership in 2025.

Principal AM: Investors should consider global diversification

The asset manager is less constructive on US equities compared with most of its peers.

Maerki Baumann launches new Entrepreneur Banking department

The family business Maerki Baumann & Co. AG launched its new Entrepreneur Banking department at the start of the new year.

How Henri Dunant and the ICRC shaped Lombard Odier

The founder of the International Committee of the Red Cross was well acquainted with the bank's partners at the time.

Soderberg takes stake in advice firm backed by Brooks

Söderberg & Partners has invested in three more advice firms, including Brooks Macdonald-backed Radcliffe & Co.

Private banking: four economists share their forecasts for 2025

In Switzerland, there will be no escaping the strong franc, or “the fitness programme for Swiss companies” – but negative interest rates are unlikely to return.

Fairstone adds £4bn assets with acquisition programme

It also enables clusters of independent, self-employed or employed advisers to become business owners in partnership with Fairstone and work together to create a capital event of their own.

Quarterly Flows and FUM update and Intention to Move to the Main Market

Brooks Macdonald does not intend to raise any funds or offer any new shares in connection with the Admission or the publication of the related prospectus.

Wealth and Asset Management