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

Lombard Odier becomes a patron of GENILEM to support entrepreneurial innovation

A non-profit organisation, GENILEM's mission is to help entrepreneurs in the cantons of Vaud and Geneva to build viable, innovative and responsible companies in every sector.

Union Bancaire Privée reports net profit of CHF 223.8 million, up 6.4% year on year.

The operating result reached CHF 269.2 million, reflecting an increase of 11.6% from CHF 241.2 million in 2022.

IQ-EQ adds real estate to AIFM capabilities in France

The firm is now able to act as AIFM in France for all alternative asset classes.

Fairstone, SJP, then…? More advice fee overhauls expected post-consumer duty

Fairstone shifts to single charging structure as firms rethink fees in light of consumer duty, and FCA says it’s not done yet.

The crucial role of corporate administration in catalysing FDI growth in Switzerland

This article explores how these services are instrumental at every stage of FDI, from initial setup to long-term success.

True Potential Appoints Northern Trust for Asset Servicing Solutions

Selected by UK Wealth Manager to Service GBP26 billion of Assets Under Management

Cantonal Banks – In Name Only

The collapse of the Austrian property group founded by Rene Benko has very clearly exposed several Swiss banks.

Söderberg & Partners takes stake in Fidelius to continue UK expansion

The investment, which is subject to FCA approval, continues the Swedish advisers’ recent wave of acquisition and investment.

UBP House View - January 2024

This strengthens our message to stay invested in both equities and fixed income.

German asset manager acquires Swiss company

The company launched a fund in Switzerland as early as 2022.

Intesa CEO to Focus on Wealth Management as Interest Boost Wanes

Intesa has benefited strongly from rising interest rates, boosting profitability over the past quarters.

Liontrust Asset Management net outflows continue in Q3

These challenges include the fact active managers have never been confronted by such a competitive environment to attract and retain assets as is the case now, both from within and outside the sector.

Brooks Macdonald Group: Second Quarter FUM Announcement and Half Year Trading Update

"FUM up 4.3% in the quarter to £17.6 billion"

TISE sets new records during 25th anniversary year

Despite continued adverse macro-economic conditions, there were 842 new listings on TISE during its 25th anniversary year.

Exclusively for women: Corinne Brecher uses ZWEI Wealth for her customers

The cooperation with ZWEI Wealth allows Corinne Brecher to expand the range of services for her portfolio heroines to include wealth office services.

‘The Swiss market has too many banks’: Oddo BHF managing director

Christoph Geiseler made the comments at Citywire’s private banking roundtable.

Mediobanca announces the launch of Mediobanca Premier, the bank specializing in wealth management for Italian households

Mediobanca Premier combines and creates value from two of the Group’s distinguishing features.

Cardale rebrands to Titan Private Wealth and gears up for recruitment drive

It provides clients with exposure to cash, property and alternatives such as absolute return, private equity and infrastructure.

HIGHVERN launches Fund Administration business in Guernsey

Since then, the company has continued to build out its expertise in private wealth, developing HIGHVERN’s reputation as a firm that operates with integrity, discretion, and responsibility.

Steve Conley: Wealth management requires a radical rebrand

Stemming from the Old English ‘welth’, which signifies wellbeing, wealth extends far beyond material riches.

Wealth and Asset Management