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

Liontrust extends GAM offer deadline as John Ions responds to shareholder group

New deadline of 23 August

Vontobel Manages Over 300 Million Francs per Advisor

On average, a relationship manager manages several hundred million francs in client assets

Raworths recognised by Chambers High Net Worth Guide 2023

The recognition follows major growth for the now 24-strong TWE team, one of the largest private client teams in Yorkshire, with five new recruits this year alone.

Proposed acquisition of the Belgian bank Degroof Petercam

Indosuez Wealth Management, a subsidiary of the Crédit Agricole group, announces an agreement with a view to acquiring a majority stake in Bank Degroof Petercam and a long-term partnership with CLdN, one of its core shareholders

Morgan Stanley establishes a presence in Munich

Morgan Stanley is to open an office in Munich to expand its coverage of the city's industrial and IT scenes, following in the footsteps of rivals such as Goldman Sachs and Lazard.

GAM Holding AG announces first half 2023 results

Fund Management Services saw net outflows of CHF 6.9 billion, partially offset by net positive market and foreign exchange movements of CHF 1.2 billion.

Julius Baer is Saying «Ciao» to an Italian Venture

The Piedmont-based financial institution has begun due diligence on Kairos' accounts, with the work expected to take several weeks with completion slated for September, according to sources close to the matter.

Schroders CEO says firm is ‘pretty well done’ on big acquisitions

The £726bn London-listed asset manager has made several key acquisitions since Peter Harrison became CEO in 2016

Did Credit Suisse Deliver as a «Bank for Entrepreneurs»?

Depending on how things play out, even the Swiss public could suffer.

Suntera Global completes on Carey acquisition

The deal bolsters Suntera Global’s Guernsey proposition and augments its international fund administration capability.

Rathbones and Investec W&I given the go-ahead for all-share merger

The deal is due to take place on 21 September

PostFinance launches educational game for employees, issued by Sygnum

Sygnum’s B2B offering empowers partner banks and VASPs with a fast, cost-efficient market entry with innovative, regulated and compliant crypto products.

Liontrust’s top shareholder Buffettology nearly halves stake

Sanford DeLand denies reduction is in connection with Liontrust’s plan to buy GAM.

Coutts London Prime Property Index Q2 2023

Has Q2 suggested a return to a more competitive market or are buyers still on for a potential winner? Here is our latest insight on London’s prime property sector.

Quilter’s WealthSelect boosts fixed income exposure as government bond sell off continues

This reduced exposure to the mega cap tech names that had done well following the artificial intelligence hype in favour of recent laggards.

Evelyn Partners adds Millen Capital team as part of continued North West expansion

The team from Millen Capital joins Evelyn Partners as part of its succession planning scheme for business owners.

Einvestment rolls out the new version of wealth management platform

Einvestment’s new version introduces a broader range of customizable settings

Ocorian most-recognised trust company in Chambers and Partners’ High Net Worth Rankings

Chambers and Partners’ inhouse researchers compile the rankings by conducting in-depth reviews and speaking to intermediaries who have worked with the individuals and private wealth firms in question.

Interim results of the Swiss National Bank as at 30 June 2023

The SNB’s financial result depends largely on developments in the gold, foreign exchange and capital markets.

Jupiter CEO would consider private markets venture with right partner

As it focuses more on institutional clients to drive growth, is there scope for the asset manager to push into the world of private markets?

Wealth and Asset Management