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

Two former UBS asset managers want to show the big players

There they gained practical know-how in the areas of risk modeling, optimization and portfolio construction before taking the step into self-employment.

VSKB takes legal steps against Zurich ‘wealth manager’

Bank association and regulators warn against using WFM International.

Objectway secures Eleventh Consecutive Award – Sixth Straight “Best Wealth Management System” Title – from Goodacre UK

The unwavering leadership is a tangible outcome of the long-standing and ongoing recognition from clients and market experts.

Canada Life Asset Management Appoints Northern Trust for Asset Servicing Solutions

Supports Manager’s Focus on Operating Model Efficiency and Data Quality as Strategic Asset Servicing Provider

Asset managers increasingly integrating tech into operations, survey finds

The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.

Praxis shortlisted for Trust Company of the Year in prestigious STEP Awards

At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’

Artificial intelligence in wealth management: friend or foe?

Demir Avigdor, head of UK Private Banking, Standard Chartered, examines the impact of AI on the client experience

Oakglen Wealth launches IHT Solution in partnership with Toscafund AM LLP

In this piece we bring to you the exciting news of Oakglen Wealth partnering with the specialist investment manager Toscafund Asset Management LLP, to launch our new AIM Inheritance Tax Service.

Slate Asset Management Completes Approximately €425 Million of Senior Debt Refinancings for Its European Essential Real Estate Portfolio Year to Date

Slate completed the refinancings at five- and seven-year terms at compelling rates, which were also more favorable than initial underwriting.

St. James’s Place unveil Lumina portfolios

Over 9,000 ETFs and funds were reportedly screened in the selection process.

How Trusts & Foundations can assist Wealth Preservation

Trusts and foundations can be key to helping individuals and families navigate regulatory scrutiny and shield assets from potential threats.

Cantonal banks launch multi-asset fund supporting education

The new strategy distributes 2% of its fund volume annually to the Education Cannot Wait, a UN fund providing education to children in emergencies.

How UBP bring in-house expertise to private market offerings

UBP’s private markets group is a dedicated unit of the bank that offers its private banking clients in-house private market capabilities.

ZKB is opening its first branch in Kloten today under the new location concept

In the new location concept, everyday transactions are therefore increasingly carried out in assisted self-service.

The attributes of ultra-wealthy people that luxury marketers need to know

That starts with understanding the demographic’s key attributes.

Foreign banks target Switzerland after UBS takeover of Credit Suisse

"When one player is absorbed, the musical chairs are being rearranged and that creates opportunities,"

Clients let down by wealth management industry’s lack of tools providing insight into ESG and climate risks

But many wealth managers and financial advisors do not have the tools and systems needed to effectively track and manage ESG and climate risks and the industry needs to invest heavily to improve.

Van Lanschot Kempen provides update on wealth management strategy and presents 2027 financial targets

Building on the disciplined strategy execution and capital management of the past years, it will focus on scalable growth through client excellence.

Staying the course: Brown Shipley unveils 2024 midyear investment outlook

The global investment outlook is likewise far from symmetrical.

Invessed Set to Help Wealth Managers Respond to Disengaged Demographic

The findings from Invessed’s “Defining Wealth for a New Generation” report underscore an urgent call for innovation to meet the needs of this emerging client base.

Wealth and Asset Management