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

Property tops biggest wealth manager trust trades in Q1

Rathbones, Quilter, Brooks Macdonald and RBC Brewin Dolphin have all tweaked exposure to property and infrastructure since the start of 2024.

Lescaudron affair: In the end the bank loses

The big bank is stubbornly defending itself against this – as is currently the case in Singapore.

Private wealth sellers fuel £1.7bn Impax quarterly outflow

After fresh outflows, the sustainable fund firm notes that sentiment towards green investing is improving with assets under management rising to £39.6bn.

Increased pension annual allowance fails to entice higher earners

According to the survey, the average pension contribution for HNWIs was £35,400

Hampden & Co increases employment and profits in FY23

Hampden & Co, a UK private bank has shown that new client numbers increased by nearly a fifth (19%) in FY2023.

UBS prepares for Switzerland’s ‘too big to fail’ regulation; EU banks at ESG rule disadvantage, warns industry group

Plus: Santander UK withdrawing from Lending Standards Board, and more

Trinity Investments, Funds Managed by Oaktree Capital Management

The acquisition marks Trinity’s entry into Europe and extends relationships among the three firms

Pictet WM's Jia on its endowment-style strategy for structured products

The firm’s multi-asset DPM head sees higher cash rates and lower equity volatility as opportunities for certain structured product plays.

TISE reports strong growth in new listings to begin 2024

The total market value of all listed securities stood at more than £670 billion at the end of the quarter.

Fund house is tired of the teasing about its name

At the fund house you now feel like you are in the schoolyard.

WealthSelect hits pause on adding to fixed income as inflation risk could delay rate cuts

The team believe the risk of a Fed induced hard recession has been reduced and the likelihood of a hard, soft or no landing is balanced.

SJP expands VR adviser training with CII course

The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.

Indosuez’s “Startup Connections” comes to Luxembourg

The idea seems simple: the asset manager advises entrepreneurs who have already found success, suggesting that they “give back” the support they once needed and got.

Fixed income: Positive bias towards credit

Positively, we have continued to see investor-friendly announcements being made towards the asset class.

Objectway continues its streak in the WealthTech100 for the sixth consecutive year

Chosen by a distinguished panel of analysts and industry experts

Vontobel launches 3-year maturity EM bond fund for A-rated PM

Three-year maturity aligns with current market conditions, says the fund’s manager.

Leonteq becomes market maker at BX Swiss

In this context, Leonteq also announced in February 2024, that it intends to become a market maker on this exchange.

Management of the ZKB Philanthropy Foundation: The die has been cast

The ZKB announced the establishment of such a foundation at the annual media conference at the beginning of February this year.

Wealth management firm at the double with awards scoop

Financial advisers prove to be best in class after national award wins

The War Chest of J. Safra Sarasin is Fully Stocked

The very discreet J. Safra Sarasin performed solidly in the challenging year of 2023.

Wealth and Asset Management