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

Financial group Valartis makes last year’s loss forgotten

The Valartis Group is an international financial group with headquarters in Fribourg.

UBP signs two exclusive agreements to acquire Societe Generale’s international private banking operations in the UK and in Switzerland

These transactions, carried out with the support of Caurus Partners, remain subject to the applicable social procedures

First, do nothing

Approximately 99% of the time, the single most important thing investors should do is absolutely nothing.”

AI Insights: Investments, Innovation, and Industry Transformation

Financial institutions today are using AI mainly to increase operational efficiency, and not necessarily to generate revenue.

Building sustainable wealth for high net worth clients

Life insurance is a trusted way for HNW individuals to allocate funds across various fields and preserve their wealth potential while mitigating risks.

Wealth managers and financial advisors rush to boost future potential performance tracking

A further four in ten (42%) say they're 'good' and one in four (25%) say their organization is 'average' at tracking the future potential performance of key asset classes.

Marco Pagliara's One-Way Trip From Switzerland to Singapore

This makes him one of the key leaders in the team of Claudio de Sanctis, the German lender’s global head of Private Bank including wealth management.

Opinion/Consumer Duty is transforming wealth management but there is still work to be done

Navigating the regulation’s requirements has also brought challenges.

AXA enters into an exclusive negotiation to sell AXA Investment Managers to BNP Paribas

The total estimated transaction value is expected to be Euro 5.4 billion, representing a multiple of 15x 2023 earnings.

Crisis not averted: Liontrust’s unhappy GAM anniversary

The week’s top asset management stories, all in one place

UK investment management industry assets under management grow to £9.1 trillion

The UK investment management industry also remains a global success story, second only in size to the United States.

Schroders: Half year results to 30 June 2024 (unaudited)

The Board has declared an unchanged interim dividend of 6.5 pence per share.

Jersey shortlisted for ‘IFC of the Year’ at 2025 Citywealth Awards

The awards, now in their fifteenth year, recognise the excellence of companies and individuals in the private wealth sector, operating in the major international financial centres.

Evelyn Partners strengthens Northern presence with agreement to acquire Haines Watts’ Leeds, Manchester and Newcastle offices

The teams in these locations provide a wide range of services and solutions to support entrepreneurial, owner-managed businesses.

Wealth and Asset Management