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

Julius Baer renews its long-standing partnership with Art Dubai for a further five years

The renewal of Art Dubai showcases the long-term commitment of Julius Baer to supporting the UAE’s emergence as a cultural hub in the region.

Fairstone acquires Hereford-based IFA firm

The acquisition of Hereford-based IFA firm brings 11 advisers and staff into the consolidator as well as over 1,300 clients and more than £170m funds under management.

Julius Baer announces new initiative centred on megatrends and commissions new media artist Refik Anadol

The Swiss private bank Julius Baer launches ‘NEXT’, an initiative designed to encourage the interdisciplinary exploration of megatrends across the arts, science, and technology.

Swiss Activist Investor Unhappy With Credit Suisse Strategy

Now, Bohli is questioning the restructuring of Credit Suisse's investment bank.

Newly chartered advice firm unveils rebrand

The company has also achieved corporate Chartered Financial Planner status, a designation that only 15 per cent of UK financial advisory firms currently possess

Gilbert rebrands asset firms under R&M banner

This is part of R&M’s strategy to establish a number of high performing capabilities and combine them with the research facilities and depth of resource of the enlarged group for the benefit of clients.

World’s Best Private Banks 2023

Global Finance rates the best high-touch banks in these low-touch times.

M&G boss: We want to be a top five player in the wealth market

Big institutions who are in it for the long term and are focused on customer outcomes, which we are, are a better long-term owner.

Multiple Shortlistings for JTC in the 2023 Citywealth Powerwomen Awards

Nic Arnold, Julie Zingiloglu, Jodi Hill, Marina Cristiani and Alia Haskouri have been shortlisted

Edinburgh wealth management firm’s latest acquisition takes growth to the Highlands

As part of the deal, the legal firm’s Directors will take on a minority stake in Edinburgh-headquartered Tweed Wealth Management.

Canaccord Wealth UK CEO pauses major acquisitions

In an exclusive interview with Citywire Wealth Manager, the firm’s chief executive David Esfandi said the firm had no plans to make major buys in the immediate future.

EQ Investors moves towards £2bn as new CEOs take charge

The wealth firm's AUM jumped by 21% in its latest annual update, as its new CEOs gear up to lead the business through the next stage of its growth.

Redemption of UBS Group AG additional tier 1 instrument

UBS announced its intention to redeem the total outstanding USD 2.0bn additional tier 1 instrument on 31 January 2023

Rosewood Wealth Management receives prestigious industry recognition

Having undergone a recent certification audit, Rosewood has been accredited with ISO 9001 evidencing their commitment to a quality management system along with ISO 14001 demonstrating commitment to reducing their impact on the environment.

Julius Baer renews partnership with Formula E

Bank Julius Baer has announced a multiyear extension of its collaboration with the ABB FIA Formula E World Championship until Season 12 in 2026.

Quilter seeds Neuberger alternatives fund for Cirilium Blend range

REVEALED: Quilter Investors had provided seed capital for a Neuberger Berman absolute return fund which will be included in its Cirilium Blend range.

Stonehage Fleming pays £9.9m to shareholders as profits rise 16%

It came as revenue at the family office jumped 17% in the year ended in March 2022 to £52.7m, up from the £45.1m same period in the prior year.

SJP partner firm makes fifth acquisition

The deal will see the directors of Macleod & MacCallum WM take a minority stake in Tweed

Just 26% of advisers have wealth transfer strategy

Next-gen clients being ignored as IFAs focus on older, wealthier investors

UBS invests in communications compliance platform Shield

The firm will use the new funding to grow in its existing markets and push into new ones, including the US.

Wealth and Asset Management