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

IQ-EQ shortlisted across three categories in 2024 Citywealth IFC Awards

IQ-EQ has been shortlisted for ‘Trust Company of the Year’ in Jersey, Guernsey and the Isle of Man.

Julius Baer sees 'rare opportunity' in bonds ahead of Fed pivot

The Swiss private bank is positive on US and Japanese equities, and sees an attractive play in investment grade bonds, as it predicts no further US rate hikes, with the Federal Reserve to cut in December.

Surprising Turn in the Falcon Private Bank Case

During last month’s trial, the Federal Prosecutor's Office demanded a prison sentence of 21 months and a fine of 90 daily rates for the banker.

Credit Suisse Wealth Staff Told to Prep for Management Roles

UBS is looking to hold on to bankers with client relationships

St. James's Place Is Top Pick Among UK Asset, Wealth Managers, Numis Says

Numis would avoid Ashmore, hold-rated Liontrust and Quilter, reduce-rated Ninety One and Schroders as well as Bridgepoint, whose rating is under review.

Lumin Wealth acquires Essex adviser

The Big Picture Wealth Management acquisition is part of Lumin’s strategy of “partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions”.

REYL Intesa Sanpaolo acquires leading Swiss fund representative Carnegie Fund Services

These funds are domiciled anywhere from Ireland, Luxembourg, France, all the way to Singapore and Cayman.

Brown Shipley dumps gold for hedge funds and plays Japan

Representatives of parent company Quintet Private Bank make the case for reducing portfolio allocations to gold and see hedge funds as offering more diversification.

Cinerius with new majority shareholder

The purchase price for the participation remains secret.

Banque Havilland sets sail in Switzerland

As a former Market Head and Team Head with positions at Schroder Bank, HSBC and UBS, he has a varied track record in the strategic management of front teams.

UBP partners with Securis in Insurance-Linked Securities

This partnership will enable UBP to offer Securis’ global capabilities to institutional clients and third-party distributors throughout Europe, Middle East and Asia.

A controlled emergency landing

In the US, tighter credit is curbing demand, while strong job markets and consumer savings are supporting it.

Ex-Evelyn AIM boss prefers smaller firms to ‘suffocating’ corporates

AIM stock picking veteran Sean O’Flanagan quietly left Evelyn Partners in December to join London boutique Whitman Asset Management.

Sarnia Yachts acquisition by Praxis completes

Sarnia Yachts’ 22 employees will be joining the Praxis team, ensuring continuity for the firm’s existing clients and referrers as well as providing access to the extensive range of private wealth and corporate services that the Group provides.

Van Lanschot Kempen completes acquisition of Robeco online investment platform; welcomes clients and employees to Evi van Lanschot

The combined Evi van Lanschot platform will continue to offer Robeco’s investment funds.

Wealth and Asset Management