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

CHF 610m fundraise propels Swiss Life property fund to top table

With a market cap of around CHF 2.5bn, the strategy is now one of the five largest listed real estate funds in Switzerland.

Vontobel merges German AM subsidiary with sister company

Company hopes integration will enable it to pool its strengths and become more efficient.

Wealth managers grapple with long client onboarding times, study shows

The experience of wealth management professionals varies between the UK and the other markets included in the survey.

PIMFA sets out 5-year agenda for government to create a UK Culture of Thriving Financial Health

PIMFA believes that this can be done primarily by equipping retail investors with the tools and incentives necessary to save and invest for their financial futures.

Wealth Management Boosts Profits at Zuger Cantonal Bank

The Zuger Cantonal Bank increased its operating income by 1.7 percent to 154.2 million Swiss francs in the first half of the year

Annalise Toberman: Wealth management’s disputed territory

This is no longer a cottage industry of stockbroking firms serving those of privileged means

SEB’s results for the second quarter 2024

While the interest rate cuts during the quarter resulted in a decrease in net interest income, we saw improved momentum in other parts of our business.

Advisers need to teach clients about their ‘relationship to money’

That level may vary throughout the day, but in general, people have a standard level of happiness in their mood.

What factors are driving the rebound in global wealth?

The proportion of people in the world in the lowest wealth bracket has shrunk since 2008, while the proportion of people in every other wealth bracket has grown.

UBS Suffers Setback in Greensill Scandal

They also complain that they have been denied access to important documents.

Sustainability: an increasingly important consideration for wealth management

Sustainable finance regulation is on the rise.

Objectway scores a hat-trick in Private Banking and Investment Management from IBS Intelligence

Objectway maintains its leading position in the IBS Intelligence Sales League Table

Schroder British Opportunities Trust Full Year Results

This follows an increase in the previous year of 3.1% and 12.3% since inception.

Designated private banking boss will not join LLB

Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.

BCJ Half-year results 2024

These figures reflect the good progress of BCJ's business and suggest a very good financial year for 2024.

Partners Group reports solid AuM development in H1 and reconfirms full-year fundraising guidance

Partners Group reconfirms its full-year 2024 guidance for total fundraising of USD 20 to 25 billion.

GAM Strengthens Client Investment Platform with MANCO Transfer to Apex Group

Apex Group is a leading global provider of financial services with over 13,000 employees globally.

LGT Quarterly report

Q2 2024 market review

Söderberg & Partners invests in three more IFA firms

In April, Söderberg & Partners announced it had made investments in four IFA firms: Courtney Havers; Bespoke-Advice Ltd; Clear Financial Advice; and Bigmore Associates.

Söderberg & Partners invests in three IFA firms

“With the resources and technology of a larger firm behind them, we are seeing the IFAs in which we invest develop their client offering and expand their regional businesses.

Wealth and Asset Management