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

Twelve Wealth Management is Trader of the Week

Twelve Wealth Management provides face-to-face financial advice to private and corporate clients, covering areas such as inheritance tax, investment and retirement planning.

A Discussion About the Executive Change at Bellevue

Today, Bellevue's healthcare investment expertise is internationally sought after and valued.

GAM Holding AG Concludes Successful Discussions with Newgame

This short-term financing will remain until it is replaced by the proceeds of a convertible bond to be issued by GAM in an amount of about CHF 25 million.

Why the rich stay on sidelines of sustainable investing

The good news is that there is recent research linking improved financial outcomes to various sustainable investing approaches.

LLB Group with significant increase in profit

The LLB Group invests in further growth.

Former Odey AM boss severs family business ties

Odey's former wife and onetime JO Hambro Capital Management CEO Nichola Pease, remains a director of the businesses, which according to their latest accounts handle investments totalling a combined £50m.

Syz to pay for external asset manager software for partners

The private bank has inked a deal with software provider Wize.

Close AM rethinks bonuses for newbies

CBAM changes its bonus structure to keep new wealth managers incentivised after senior Investec W&I wealth manager declined an offer from the firm.

US dollar poised for a soft landing

lsewhere, their conviction in AI continues to improve.

Liontrust’s bid for GAM collapses with Swiss group’s future in balance

Swiss asset manager speaks to shareholder group about bridge financing in wake of the Liontrust takeover failing to pass muster.

Pictet WM sustainability head unpicks tricky ESG definitions

With sustainable investing goalposts moving all the time, wealth managers must stay on top of the changes and explain them to clients.

Former First Wealth planners launch next-gen advice firm

A trio of former First Wealth financial planners have decided to set up their own advice firm – Finova Money – which will focus on serving the next generation of clients.

Liontrust CEO accused of spreading ‘false rumours’ which ‘border illegality’ ahead of GAM offer deadline

Investor group NewGAMe has raised a complaint to the Swiss Takeover Board

Lombard Odier reports solid half-year 2023 results: Continued growth, stability and strategic investment in the business

Lombard Odier’s balance sheet remains strong, liquid and conservatively invested, and totalled CHF 15.5 billion at end-June 2023.

Van Lanschot Kempen: net profit at €51.8 million and net AuM inflows of €3.2 billion in H1 2023

Capital return proposal in the amount of €2.00 per share

Urs Rohner Losses Prestigious Credit Suisse Mandate

Urs Rohner, former Credit Suisse chairman has lost what's likely his last mandate at the bank.

Hubert Keller: «One was happy to fall back on Credit Suisse»

Operationally, the business of Lombard Odier in the past half year looks unspectacular.

Andrew Cumming named “Outstanding in field" in The Spear’s 500

The Spear’s 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals

SJP defends loan levels by stating adviser defaults are 'low'

It takes a number of measures to keep defaults low, with its latest set of accounts showing that over the past decade only 0.05 per cent of loans were not repaid.

Raiffeisen Boosts Profits as All Units Contribute

It benefitted greatly from increased interest rates.

Wealth and Asset Management