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

Canaccord Genuity completes acquisition of Cantab Asset Management

Investment professionals and support staff at Cantab will keep existing roles

UBS renames Luxembourg arm after Credit Suisse merger

This merger follows UBS’s acquisition of Credit Suisse and is part of the broader consolidation of their fund management operations.

Why wealthy families are keeping it real

According to the 2024 Aviva Investors study, 64 per cent of institutional investors globally see diversification as a primary reason for allocating to real assets.

Where are wealth holders moving to?

Until recently, there were estimated to be over 60,000 so-called ‘non-doms’ in the UK.

A three-point plan to build hedge funds into portfolios

Hedge funds can provide returns that are lowly correlated to traditional stocks and bonds.

Tavistock sells advice network to Saltus in £38m deal

The deal, first revealed by Citywire in June, will see Tavistock Partners sold to Saltus.

The importance of experimentation

Adapting to change isn’t easy – it requires a willingness to experiment, get things wrong and reflect honestly about what you need to do to improve.

Wealth managers expect AI to transform their business

About nine in ten investors believe AI can be used effectively for researching financial products and services

Altum Group Achieves Double Honour with Two Trustees Named in Citywealth’s Top 25 Under 40

The inclusion of Joanna and Suzanne reflects not only their individual achievements but also Altum Group’s commitment to nurturing top talent and delivering world-class service.

Gabriele La Monica: «Andrea Orcel Will Succeed»

The Germans, and partially the French, are used to seeing Italy as a discount store where they can buy interesting brands at low prices.

Citi Private Bank uncovers family offices top priorities

Navigating Interest Rate Evolution, Asset Preservation and Meeting Family Expectations

Compliance specialist starts her own business

The company specializes in outsourcing compliance and risk management functions for asset managers in Switzerland and Liechtenstein.

Kingswood group assets rise 8.3% as losses reduce

The statutory loss before tax for the period was £5.9m, an improvement of £3.9m against the restated comparable period last year

Deutsche Private Bank shakes-up investment arm

The private bank sets up a new division focusing on ultra-high-net-worths, family offices and other professional clients.

Ninety One makes final close European private credit fund at €150m

The fund aims to provide “tailored asset-based private credit solutions to underserved non-sponsored borrowers in European mid-markets”.

Abrdn Founder Martin Gilbert Eyes Private Bank

Following this, Andbank conducted a due diligence review.

Lombard Odier officially opens its new Antwerp office

The office aims to strengthen the Bank’s proximity to its Belgian clients, particularly in the Dutch-speaking area.

More than a quarter of SJP's funds do not deliver value

Of the 45 funds within the SJP range, 70 per cent were deemed to represent good value - a 10 percentage point increase on last year’s total.

Investec announces new 60% LTV mortgage for high-net-worth clients

The interest rate environment has really improved for borrowers

State Street Global Advisors gears up for new ETF disruption

Senior executive says strategy not only takes in private asset potential, but structured products and wealth management

Wealth and Asset Management