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

Baar independent asset manager rebrands

The firm, previously known as Asset Management Partners, said the name change will not have a wider impact on its clients.

James Hambro & Partners hits £5bn as Edinburgh and Leeds pays off

The wealth firm's recent launches in Edinburgh and Leeds helped propel its assets under management above £5bn for the first time in its history.

Abrdn shuts two more multi-asset funds in consolidation cull

Another pair of strategies is being shut as part of Abrdn’s ongoing plan to reduce its total number of funds.

Deutsche Bank Mulled Buying Parts of Credit Suisse

The report said that should Credit Suisse consider hiving off additional businesses, the plans could be reactivated.

Adapting Advisory portfolios to the improved fixed income outlook

Investors should be prepared to lengthen duration and add risk when opportunities arise during the year.

IQ-EQ shortlisted in the Family Wealth Report Awards 2023

The black-tie gala is one of the highlights of the year for U.S. family office professionals, celebrating experts, products and services for wealth managers and institutions in the industry.

Walker Crips’ wealth management arm to rebrand as Walker Crips Financial Planning

This new name better reflects the full range of financial planning services the team of highly qualified financial planners can offer clients as they look to achieve their short, medium and long-term financial goals.

Asset Managers as Harbingers of a New Wave of Swiss Mergers

Movement among EAMs was primarily brought about by the change in the regulatory environment requiring firms to apply for a Finma license by the end of 2022.

Julius Baer extends real estate offering in Geneva

Julius Baer announces the launch of a real estate brokerage offering in the Geneva region, one of the most important real estate markets in Switzerland.

Vontobel launches two emerging market debt funds

Wouter Van Overfelt to manage both

EFG International: Record underlying net profit of CHF 248.7 million (+48%); dividend up 25% to CHF 0.45 per share

Net new assets totalled CHF 4.2 billion for 2022, corresponding to an annual growth rate of 2.4%.

Digital Customer Experience: where is wealth management?

Among these sectors there is also that of Wealth Management, for which the digital customer experience represents a crucial element of their strategy and a decisive differentiating factor compared to its competitors.

Rothschild & Co to Expand Swiss Business as New Money Halved

New money inflows were significantly weaker than in 2021, amounting to 1.013 billion francs last year, compared with 2.017 billion in 2021.

UK wealth manager sets up financial planning service

It can be used as a complementary solution alongside existing adviser relationships

HSBC Holdings plc Annual Results 2022

This contributed to a strong overall financial performance.

Brooks Macdonald partners with Intelliflo to support growth plans

It provides wealth planning advice and will become the core solution for advice businesses acquired in the future.

Santander reportedly in discussions to purchase Abrdn’s private equity unit

Across its investments, adviser and personal businesses, the company claims to manage and administer around £508 billion of assets for clients including individuals, governments, pension funds, insurers, companies, charities and foundations.

BNP Paribas Asset Management creates Systematic and Quantitative Investment team

The new division will be led by Robinson Rouchié, who has been appointed Chief Investment Officer, Systematic & Quantitative Investments, reporting to Rob Gambi, Global Head of Investments.

UK unveils plan to draw new asset management regulation

The planned regulation is also expected to facilitate the requirements of UK markets and consumers.

The Penny Group acquires HNW-focused Bright Blue Wealth

Chartered firm wants to acquire more Openwork Partnership firms

Wealth and Asset Management