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

EFG private banker relocates from Switzerland to Dubai

A private banker that has had stints in Hong Kong and Zurich, has relocated to Dubai.

Italian private bank Banca Generali bids for broker Intermonte

Wealth managers such as Banca Generali are increasingly focused on the succession issues faced by the myriad Italian businesses that sprang up during the post-war boom.

JTC To Acquire Citi Trust

The acquisition brings with it an experienced senior management team with over 150 years of collective trust experience, supported by a skilled global employee base.

Wealth manager City & Merchant goes into liquidation

The FCA said it imposed restrictions because it had “serious concerns” the firm was not capable of being “effectively supervised” by the authority.

Schroders appointed by Metfriendly to run £270 million investment portfolio

The mandate, which emphasises the strategic importance Schroders places on working with the UK’s mutual sector, will encompass both multi-asset and short-dated credit assets.

Family offices confident recent growth in wealth will continue

More than nine in ten (92%) of those who have seen asset values increase expect even more growth over the next five years with 48% expecting dramatic increases.

Schroder Asian Total Return Investment Company plc - Half-Year Results

Technology holdings, especially those linked to artificial intelligence, were the largest contributors to performance and benefitted the technology heavy Taiwan market, where stocks rose strongly.

Raiffeisen relies on internal expertise in the asset management of its Futura funds

The change in the management of the active Futura funds from Vontobel to Raiffeisen enables holistic, internal management of Raiffeisen investment solutions and products.

ZEDRA confirms completion of acquisition of Blackstones in Poland

Blackstones’ service offering includes accounting & reporting, HR & payroll, company formation and corporate services.

Canaccord Genuity Group Inc. Announces Acquisition of Brooks Macdonald

The acquisition represents an important addition to the Company's international operations

Baloise generates growth in its attractive non-life business and reports an encouraging profit despite higher claims incurred

This increased the adverse impact from large claims and natural disaster claims on the Group’s EBIT by around CHF 30 million compared with the first half of the previous year.

How the C&A heirs are shaking up the Swiss asset market

This company has now opened up to external investors.

Entrepreneurs: preparing for retirement with wealth modelling and financial planning

With the assets often tied up in pensions or the business itself, this is the point at which a good investment strategy should be put in place that suits the individual’s life goals and retirement objectives.

AllianceBernstein selects Evelyn Partners Fund Solutions as ACD for UK OEIC range

The funds were launched in 2019 and now manage assets in excess of $1bn.

Northern Trust launches solution for institutional carbon credits

The Northern Trust Carbon Ecosystem supports the growing interest in the voluntary carbon market by providing a digital lifecycle management capability for voluntary carbon credits.

Wealth managers increase allocation to digital assets

Nine out of 10 respondents had up to 3% of its assets invested in the sector, with 60% estimating that within three years they will have more than 3% of assets invested in the sector.

France’s Indosuez enters new era with Degroof Petercam buy

Jacques Prost strolls into view and stares, unblinking, right down the barrel of the lens.

Nature-positive: a game-changer for economies and societies

The voice of CCI on UBP’s Biodiversity Committee – like those of its other member organisations – is integral to the Committee’s corporate engagement on nature and biodiversity.

TISE announces record turnover, profit & EPS for H1 2024

Earlier this year, the Group paid a special dividend of £2.00 per share and an ordinary dividend of 45.0p per share, which represented a return of approximately £7.0 million surplus cash to shareholders.

Crestbridge Rising Star Recognised in National NextGen Leaders List

Stephanie has over 11 years’ experience in dealing with complex and sensitive structures on behalf of global families.

Wealth and Asset Management