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

Banque Heritage SA: Results for first half of 2023

Banque Heritage Reaps the Rewards of its Sound Management and Benefits from the Current Financial Environment

Property slowdown could boost sustainable investing: ZKB

Real estate investors have more choice following the rise of interest rates believes Zürcher Kantonalbank’s real estate head.

High net worth Brits are paying thousands for EU citizenship post-Brexit

There has been an “untold increase” in the number of wealthy Brits paying for golden visas and citizenships in Europe.

Julius Baer Says Doubling AUM «Not Unrealistic»

On Credit Suisse, Rickenbacher said attracting former clients of the fallen Swiss lender will take time, though there will be «some redistribution of market share» in the long term.

Geneva banking district loses another institution

The plan is to move to the "Alto Pont-Rouge" building in the heart of the new Praille-Acacias-Vernets (PAV) district.

Private bank CIOs reveal their worst calls in last 12 months

From UK equities to uninvestable Europe, chief investment officers of major European private banks talk frankly about the trades they missed or got wrong in the last 12 months.

ARC: Riskier wealth portfolios rebound as rate hike fears hit gilts

Gains from June portfolio rebounds were dented by sterling strength, according to Asset Risk Consultants.

Quilter partners with charity to improve diversity in advice sector

Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path

Liontrust shareholders approve proposed acquisition of GAM

Together with the announcement that GAM has entered into definitive agreements with Carne Group to sell its third-party fund management services businesses, this demonstrates good progress in achieving the conditions outlined in the Liontrust Offer.

Man Group to acquire Varagon Capital Partners

The transaction is subject to regulatory approvals and is expected to complete in Q3 2023.

UBS plans strategic partnership with Swiss fintech Numarics

Together with Numarics, UBS is making everyday life easier for SMEs with digital solutions and is taking the next step towards a fully integrated ecosystem for corporate clients in Switzerland.

The Quilter Foundation joins forces with social mobility charity The Brokerage

Following an extensive consultation process including Quilter colleagues and an interview panel, The Brokerage was selected as a Quilter Foundation employment partner in recognition of its extensive experience and impressive track record in its field.

Lombard Odier strengthens its Swiss-German presence by opening a new office in Zug and hiring a strong team of experienced bankers

With the recruitment of several senior bankers and assistants and the opening of an office in Zug, the bank is pursuing an important step in its Swiss domestic growth strategy and underlining its commitment to local market presence and client proximity.

Credit Suisse Rescuers are on a Justification Tour

The SNB wasn't there to rescue a bank, but to prevent a contagion of the entire financial system, Maechler said. Injecting more money into the bank wouldn't have been effective without structural changes at Credit Suisse.

Raymond James CEO promises Charles Stanley wealth managers ‘freedom’

Charles Stanley wealth managers will eventually be given access to various affiliation models, which Raymond James’ CEO Paul Reilly believes will keep staff attrition low.

Brown Shipley owner partners with BlackRock to boost investment capabilities

Quintet Private Bank

Crestbridge Business Development professional recognised in Citywealth awards

Now in their eighth year, the Awards recognise the best brands across the private wealth landscape and champion the individuals and teams driving positive change and demonstrating best practice across the marketing, business development, public relations

Wealth and Asset Management