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

Man Group AUM falls 4% in 2022 despite $3.1bn in inflows

$8.4bn of 'combined negative impacts'

abrdn reports 8% drop in AUM throughout 'one of the toughest years in living memory'

Net outflows of £13.4bn

Agreement to sell Discretionary Fund Management Business

abrdn’s Managed Portfolio Service business, which is currently part of the DFM business

LLB Group posts best Group business result for more than ten years Continuing on growth trajectory

In 2022, the LLB Group continued its dynamic growth with further net new money inflows and higher loans to clients contributing to the development.

Rothschild & Co wins Best Corporate Finance Adviser award from GlobalCapital

This recognition reflects our leading Debt Advisory activity and marks the third consecutive year that we have won this award.

The Curse of the Credit Suisse Chairman

A fish rots from the head down has become a common retort when Zurich bank managers are asked about the main reason for the downfall of a once proud bank.

Bank Linth: Pleasing business result for 2022

Bank Linth's volume growth maintained its momentum in 2022. Loans to customers increased by 4.4 percent to CHF 6,783.9 million.

Baar independent asset manager rebrands

The firm, previously known as Asset Management Partners, said the name change will not have a wider impact on its clients.

James Hambro & Partners hits £5bn as Edinburgh and Leeds pays off

The wealth firm's recent launches in Edinburgh and Leeds helped propel its assets under management above £5bn for the first time in its history.

Abrdn shuts two more multi-asset funds in consolidation cull

Another pair of strategies is being shut as part of Abrdn’s ongoing plan to reduce its total number of funds.

Deutsche Bank Mulled Buying Parts of Credit Suisse

The report said that should Credit Suisse consider hiving off additional businesses, the plans could be reactivated.

Adapting Advisory portfolios to the improved fixed income outlook

Investors should be prepared to lengthen duration and add risk when opportunities arise during the year.

IQ-EQ shortlisted in the Family Wealth Report Awards 2023

The black-tie gala is one of the highlights of the year for U.S. family office professionals, celebrating experts, products and services for wealth managers and institutions in the industry.

Walker Crips’ wealth management arm to rebrand as Walker Crips Financial Planning

This new name better reflects the full range of financial planning services the team of highly qualified financial planners can offer clients as they look to achieve their short, medium and long-term financial goals.

Asset Managers as Harbingers of a New Wave of Swiss Mergers

Movement among EAMs was primarily brought about by the change in the regulatory environment requiring firms to apply for a Finma license by the end of 2022.

Julius Baer extends real estate offering in Geneva

Julius Baer announces the launch of a real estate brokerage offering in the Geneva region, one of the most important real estate markets in Switzerland.

Vontobel launches two emerging market debt funds

Wouter Van Overfelt to manage both

EFG International: Record underlying net profit of CHF 248.7 million (+48%); dividend up 25% to CHF 0.45 per share

Net new assets totalled CHF 4.2 billion for 2022, corresponding to an annual growth rate of 2.4%.

Digital Customer Experience: where is wealth management?

Among these sectors there is also that of Wealth Management, for which the digital customer experience represents a crucial element of their strategy and a decisive differentiating factor compared to its competitors.

Rothschild & Co to Expand Swiss Business as New Money Halved

New money inflows were significantly weaker than in 2021, amounting to 1.013 billion francs last year, compared with 2.017 billion in 2021.

Wealth and Asset Management