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

Citi's Hofmann: Family offices readying to relocate

Family offices worldwide want to be prepared to move quickly if needed, as geopolitical tensions mount, says Citi Private Bank's global family office head Hannes Hofmann.

What Kingswood’s debt deal says about future of PE and advice

Since then, Kingswood has made 19 acquisitions, funded through HSQ’s equity and debt from a major asset manager.

Objectway : The road ahead for wealth management: technological innovation and AI adoption as strategic imperatives

Innovation can’t wait and when it comes to AI, 8 out of 10 UK wealth management firms are planning to change theirs operating systems

UK private banking and wealth management

Drawing on interviews with Chief Executives and senior leaders from across the PBWM sector and data from PIMFA, UK Finance, and KPMG, the report reflects a broad industry consensus on the sector’s current growth opportunities and challenges.

Evelyn Partners launches Index MPS range into the financial adviser market

The five risk-rated portfolios combine the benefits of active asset allocation with passive funds to help cost-conscious investors navigate the markets

Financial services leaders outline four key pillars to unlock UK growth potential

A new report from PIMFA, UK Finance and KPMG UK outlines four key priorities to unlock the full growth potential of the UK private banking and wealth management sector.

Consumer Duty: Wealth managers must do more to protect vulnerable customers

Some wealth firms showed good examples of efforts taken, such as in-house training to improve identification and disclosure, and improving communications through continuous learning.

Wealth management firm to hold charity match at Stadium of Light

The company will be raising money for Grace House, a charity based in Southwick that supports disabled children, young people, and their families.

Wealth managers’ ‘go-to’ UK equity income funds

The UK still looks relatively cheap, so on a forward multiple it looks like a great place to pick up some income.

Quilter Cheviot moves 64-strong Birmingham team to Paradise

Quilter Cheviot’s biggest regional team relocates to new offices in the Paradise neighbourhood of Birmingham.

Milan’s ‘Empty London’ Tax Bet Pays Off as UK Wealth Exits Soar

Italy’s financial capital is proving an early winner in the race to attract wealthy investors after the UK’s non-dom program ended last month.

Openwork's 2plan restarts growth after FCA lifts VREQ

The number of advisers in the network grew by 146 to 59

‘Big won’t always win’: Why Quilter Cheviot wants to be more like a private bank

Boss Andy McGlone says high-end planners running fewer accounts is the future of UK wealth

Julius Baer fined over lapses in AML controls

FINMA’s decision focused on the bank's inability to detect or act on suspicious transactions from 2009 to 2019.

Results of the Annual General Meeting of GAM Holding AG

The compensation report for 2024 was approved in a non-binding consultative vote.

ZWEI Wealth opens Wealth Office Hub in Geneva and drives expansion in French-speaking Switzerland

The hub represents a significant strategic step in the nationwide expansion of its successful Wealth Office business model.

The Board of Directors approves the planned merger of Caser, Helvetia Seguros and Helvetia Holding Suizo

This decision represents a further step in the merger process.

From dancing to banking: The value of diverse skills

Dancing is a tough profession in which you can never rest on your laurels

Sustainable Wealth Management Is Aligning Investors’ Values with Their Wealth

As such, wealth managers across the world are only too happy to continue integrating ESG considerations into their investment products and services.

UK ‘golden visa’ plans too little, too late, say wealth managers

The UK government is currently weighing a visa scheme that would grant residency to individuals who commit substantial capital to high-growth sectors such as life sciences, artificial intelligence, and renewable energy.

Wealth and Asset Management