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

Charles Stanley eyes active ETFs for sustainable portfolios

Paris Jordan believes that active ETFs can align with the regulator’s sustainable investment regime.

Charities Helping hospices to manage their income

Good financial management will see hospices setting aside some reserves to support future expenditure.

Obwaldner Kantonalbank consolidates its market position with sustainable growth

Thanks to far-sighted cost discipline focused on strategic initiatives

Swiss banking regulation is on the wrong track

The arguments are largely on the table

AKB with strong growth

Business success fell by 3.2% to CHF 297.3 million compared to the record year of 2023.

Foreign Banks in Switzerland Stage a Comeback

The downward trend continued in the following years.

BCV Group in 2024: net profit of CHF 441 million and dividend increase to CHF 4.40 per share

The Board of Directors will propose at the next General Meeting to increase the ordinary dividend by CHF 0.10, to CHF 4.40 per share.

abrdn Adviser cuts charges for wrap clients

In addition, standard platform charges for existing Wrap clients have been reduced, aligning them with the pricing structure introduced for new clients last year.

NOVA Wealth achieves B Corp status

It employs a growing team of 70, including 16 advisers

Lombard Odier sees AUM rise during 2024

The private banking group saw assets under management increase by 12% during the past 12 months, but its net profits declined.

Boutique outperformer sees ‘unwarranted’ discount in Vontobel bonds

RAM Active Investments runs the Strata Credit fund, which has beaten its sector average over three years.

Leonteq update ahead of AGM 2025

Separately, Lukas Ruflin has informed the Board of Directors that he will no longer stand for election as a Board member at the upcoming AGM.

NatWest comfortably beats expectations but lower interest rates might test profitability

The bank’s capital position has dipped slightly, partly due to capital return, but remains well within its target range.

Rothschild & Co receives two major awards from Global Finance

Global Finance names the best banks and other financial service providers

GUEST POST: Accessing the Swiss institutional and professional investor market

Switzerland’s regulatory framework is very open by European standards and allows all fund structures (including non-EU and those located offshore) access to its attractive pool of investors.

Natixis Wealth Management to Acquire Dorval Asset Management

This proposed sale would be accompanied by the opening of Dorval Asset Management's capital to its employees.

Wealth managers must stop selling trusts if they want to beat Saba

Saba has found little support in the UK for its campaign against seven investment trusts, but plenty of people are ready to sell their stakes.

Barclays profit leaps by a quarter as investment activity booms

The UK bank also enjoyed a boost from taking control of Tesco Bank’s savings, loans and credit cards last year.

ABN AMRO Bank posts net profit of EUR 397 million in Q4 2024

With almost half the global population holding elections, 2024 was an exceptional year.

Lumin Wealth acquires IFA firm based in Berkshire

This purchase adds over £50m of assets under management to Lumin VZ Group and marks the ninth acquisition since 2019.

Wealth and Asset Management