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

HSBC Holdings plc Annual Results 2023

This reflected four years of hard work and the strength of our balance sheet in a higher interest rate environment.

J.P. Morgan Private Bank grows presence in Scotland

The new team of dedicated advisors will join the existing team based in Edinburgh and will provide wealth management services to individuals, family offices, charities and family foundations across Scotland.

EFG International Record profit

We made strategic investments in EFG’s future growth in 2023

Two Rothschild Bank Clans Fight Over Clients, Power and the Family Name

The Swiss and French branches are both leveraging the family name to win a bigger piece of the lucrative global wealth-management pie. The odds are rising that the best way forward would be a merger.

Meet the new man at the helm of Canaccord in Jersey

CHARLES Cohen has had a varied career leading to his move to Jersey which will help him face any challenges ahead.

A Service That Grows With Your Family

We know banking needs change for family members at different life stages, here’s how we could help you and your family grow across the generations.

AKB with strong annual results

Increase in business success and annual profit – abolition of annual fee for AKB Debit Mastercard

Barclays PLC (“Barclays”) New operating divisions and management

Barclays segmental reporting will reflect these five operating divisions, in addition to Head Office, from the first quarter of 2024.

Walliser Kantonalbank Annual results for 2023

The normalization of the interest rate environment led to a positive development in the interest business.

Has the wealth industry entered a new era of dealmaking?

In a new report, the boutique investment bank revealed a slight year-over-year dip of 5.6 percent in dealmaking in 2023

Yves de Montmollin: «We have looked at a few wealth managers»

Yves de Montmollin steps into a Zurich-bound train every week now.

Amundi and EBI to launch SRI model portfolios

Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust

Is Italy’s wealth management sector turning a corner?

Mediobanca is the latest financial institution in Italy to expand its business in wealth management

Ex-Credit Suisse Bankers Need Superpowers

One-third of the recruits are expected to be former Credit Suisse bankers.

UBS becomes a partner and campus bank of the HSG

UBS will provide substantial support to the HSG Center for Financial Services Innovation

We're delighted to be supporting NatWest Group's partnership with Team GB ahead of the Paris 2024 Olympic Games.

We’re excited to be partnering with Team GB as their athletes prepare for the forthcoming Olympic Games.

Butterfield to build on Credit Suisse business

The bank’s fourth quarter and year end results were well received by the market, with Simply Wall Street calling it a good week for the bank.

7IM expands MPS range on M&G Wealth Platform

The portfolios benefit from proper diversification, strategic asset allocation (SAA), robust risk management, a range of risk profiles, and competitive pricing.

There are sales rumors surrounding the Swiss private banking unit

There is a need for action, as the operating income of the entire group fell by a quarter to 7.5 billion euros compared to the previous year.

Lombard Odier reports full-year 2023 results: strategic investment in talent, sustainability and technology

The Bank continued to make strategic investments in the long-term success of the business: its investment offering, banking technology platform and key talent.

Wealth and Asset Management