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

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.

Heather Tibbo Recognised as ‘Influential’ Industry Professional

Heather is included in the 2025 eprivateclient 50 Most Influential list, published this week.

Quilter Cheviot Europe investment chief Donnacha Fox dies

Fox passed away unexpectedly on 8 January.

The challenges of Wealth Management 4.0

Given this context, investments in technology play a crucial role for industry players, and are estimated to grow next year as well.

Can NextGen tech make wealth management more human?

Adopting as-a-service models and cloud-based technologies allows wealth managers to modernise outdated applications and operations management.

Helvetica Swiss Opportunity Fund now open to public investors and due to be listed on the stock exchange in February 2025, with a view to merging with the HSC Fund

Based on this and the optimisation of the fund completed at the end of 2024, the HSO Fund can be listed on the SIX Swiss Exchange.

Bravura signs South Africa's Old Mutual Wealth

This, combined with enabling the creation and management of portfolios more efficiently, further reduces risk and better bridges the gap between advisers and DFMs.

Wealth managers urged to ‘get aboard the AI train’

The plan – which prime minister Keir Starmer insisted will make Britain the world leader in AI – comes alongside an investment of £14bn from private lending tech firms.

Wealth and Asset Management