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

Helvetica slashes management fees on all its funds

Company says revamp reflects its confidence in funds’ long-term future.

UBS gets backing for capital plan, Ermotti pay from Norway wealth fund

The move could come at a cost for shareholders, who could see their holdings diluted in a crisis.

Pictet targets $400m with new environment tech Eltif

The Article 8 strategy co-invests with ‘all the big names of the private equity world’.

Five waves of UBS layoffs to start in June, SonntagsZeitung says

Most of the cost savings are set to come from cutting staff and analysts have estimated between 30,000 and 35,000 jobs could go globally.

Local success & global expertise: how a focus on entrepreneurs boosts Julius Baer in the UK

The UK wealth market is a competitive industry, but thanks to Julius Baer’s focus on pure wealth management and highly personalised service, the firm is poised to grow its regional footprint further.

Ludlow Trust announces purchase of C. Hoare & Co’s trust business

The deal marks a significant milestone in Ludlow Trust’s growth.

ABN AMRO is doubling the number of Help with Banking advisers

Banking is becoming increasingly digitalised and also easier for many.

Coutts' approach to investing

How we decide where to invest our clients’ money – and how it’s working out.

EQT readies infrastructure fund for wealthy clients

The Swedish private equity group is preparing several products for the segment and expects it to make up 15% to 20% of the overall fundraisings over time.

Geneva-based Pictet AM debuts AI-powered global equities fund

The Luxembourg-domiciled fund will target an annual return before fees of 1.5% above the MSCI World index

Brooks Macdonald funds under management rise in third quarter

During the third quarter, organic net new business fell by GBP294 million or 1.7%, but this was more than offset by investment performance rising by GBP642 million or 3.7%.

New wealth management firm launched near York

The company, based near Pocklington, will cater to the financial needs of business leaders, landowners, and high net worth clients.

Structured products proposition wins Best Performance Benelux award

The SRP Structured Products Awards are the most prestigious prizes within the industry and have been established to review the best-performing products and distributors of structured products in Europe.

A new chapter begins for Pictet in the summer

The wealth management boss for German-speaking Switzerland has been in office for a year and is now really getting started.

Raiffeisen makes company history accessible

There is still a branch of the Raiffeisenbank am Bichelsee at the site where the first Raiffeisenkasse was founded.

Arbuthnot Latham on why they shun UK equities

Usually, currency risk would be prevalent when investing in funds based abroad, as returns are converted back to sterling.

Quintet partners with BlackRock to launch first in series of new funds

Quintet will use Aladdin, BlackRock’s proprietary investment technology platform, for its risk analytics and reporting.

REYL Intesa Sanpaolo renews its partnership with Swiss Paralympic ahead of the 2024 Summer Paralympic Games in Paris

The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.

CaixaBank Private Banking commits to independent advice with a new exclusive centre in Barcelona

The goal is to make it a benchmark for independent wealth advice in the city of Barcelona.

Titan Wealth snaps up Bristol Planner Aspira

Earlier this week it completed the acquisition of Norwich-based Financial Planning firm Loveday & Partners which has around £600m of AUM.

Wealth and Asset Management