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

CEO of FNZ-backed DFM questions MPS innovation

Aspen founder Andrew Spence aims to combat the industry’s ‘lack of imagination’ by offering a digital experience with a wide range of portfolios with the help of strategic partner FNZ.

VZ Holding AG: VZ Group’s results grew well in the first half of the year

CEO Giulio Vitarelli expects growth over the entire 2024 financial year to be in line with the long-term average.

Financial adviser opens St Gallen branch

SMZH, which was founded in 2003 and has over 120 staff, said the new location will allow it to be closer to clients in the region.

GAM’s global equity chief adds ex-Newton colleague as PM

Paul Markham has reunited with a former senior portfolio manager from his previous employer.

Alex Toohey nominated for Citywealth Investment Manager of the Year award

‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’

NatWest Group’s Associate Director recognised as Fund Finance Association ‘Rising star’

The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.

Why are private banks setting up shop in Spain?

Being on the ground will enable the Private Bank to be closer to the needs of our Spanish clients

Does the number of millionaires matter to wealth managers?

The UK is expected to suffer the most from increasing global wealth mobility over the next few years

Martin Gilbert attempts to woo investors for AssetCo plan

City veteran is trying to turn around lossmaking Aim-listed vehicle by splitting its shares

Stonehage Fleming Holds Final Close on Private Capital Annual Vintage Programme Raising in Excess Of $160 Million For The 2024 Fund

Each annual fund invests in approximately eight best-in-class managers that will provide underlying exposure to approximately 100-150 high quality portfolio companies.

Banque Havilland: Is UBS Kicking the Owner Family Out?

And UBS apparently wants to end the client relationship with the Rowland family.

Basler Kantonalbank takes in less and spends more

The BKB also presents the figures for the parent company, the cantonal bank alone.

Swiss schools step up efforts to educate next generation of wealthy individuals

Swiss banks and boarding schools are paving the way in educating the next generation of ultra-high net worth individuals (UHNWI).

Advisers' top three tips for tackling the great wealth transfer

Barriers to wealth transfer planning often include not getting the right people in the room because clients can be nervous about involving their children - and vice versa.

Family offices in the digital age: impactful investment in innovation

The rise of virtual family offices, enhanced cybersecurity, RegTech, and AI-powered portfolio management, are testament to this shift.

M&A key for growth in the UK wealth sector

Private banks are increasingly looking to expand operations, with mergers and acquisitions (M&As) becoming increasingly common.

UBS's second-quarter 2024 results

UBS reports 2Q24 net profit of USD 1.1bn with continued client momentum and integration progress

St.Galler Kantonalbank continues on growth path

The continued strong growth is reflected in operating expenses

BEKB with customer growth and solid half-year results

Berner Kantonalbank AG has recorded a solid first half of the year: although profits of CHF 75.3 million are slightly below the previous year, customer growth continues. Profits from commission and service business have also increased.

How digital innovation and sustainability are shaping wealth management

Authorities like the European Central Bank and the Bank of England are now implementing climate stress tests to evaluate the resilience of banks against environmental risks

Wealth and Asset Management