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

Strong first half and upbeat profits outlook lifts Investec shares

Management expects strong earnings for the first half of its financial year, despite tumultuous market conditions and continued macro-economic uncertainty.

British astronaut tops the bill for Guernsey Private Wealth Forum

The theme of this year’s Private Wealth Forum is ‘Families Investing in the Future’, and will explore the importance of the next generation, succession planning and incorporating new and innovative technologies.

Evelyn Partners acquires Arena Wealth’s investment management business

Evelyn Partners will continue to work with Arena Wealth on an ongoing basis, as the firm’s partner of choice for investment management.

Landbay partners with 2plan wealth management

Providing industry-leading service to brokers and financial advisers is one of the most important aspects of how we run our business, and we recognised straight away that the same was true for 2plan.

Zwei Wealth Launches Family Office for Your Pocket

To this end, they are launching a new digital offering that maps the essential functions of independent management on a PC or smartphone, including a chat with the personal advisor and a tool for tendering management orders to asset managers and banks.

Kleinwort Hambros launches real assets fund with energy edge

Moorea Real Asset fund will invest in infrastructure and property assets.

Gilson Gray Financial Management swallows East Lothian peer in seven-figure deal

Gilson Gray Financial Management has acquired North Berwick-based Wallace Financial Planning in a seven-figure deal.

Evelyn Partners eyes Scotland expansion by signing deal for new Glasgow office

The merged group has deep roots in Glasgow with Smith & Williamson having been founded in the city in 1881.

UBS and Vontobel are Tops in Digital Private Banking

Finnoconsult analyzed the digital competence of competitors in private banking, comparing 30 service providers from twelve countries.

Brooks Macdonald raises wages for low-income earners to combat cost-of-living crisis

Brooks Macdonald isn’t the only investment manager helping employees with big bills.

Sanlam Wealth rebrands to Atomos

The rebrand was announced earlier this year.

Three benefits of outsourcing your family office services

By contrast, those who take advantage of family office service providers can avoid several pitfalls, including time-constraints, a significant money drain and inflexibility.

BNP Paribas Wealth Management maintains its winning momentum with 5 more recognitions

Following the PBI awards ceremony earlier this month, BNP Paribas Wealth Management received 5 new awards from the Private Banking industry.

Oberon Investments appoints “Wealth Manager of the Year”

Oberon has been extremely successful in growing its funds under management and administration business which now look after over £1 billion of funds.

Global Wealth Report 2022 – record wealth growth in 2021 tapered by challenging 2022 market environment

Wealth per adult rose 8.4% to USD 87,489. Setting aside exchange rate movements, aggregate global wealth grew by 12.7% in 2021, which is the fastest annual rate ever recorded.

J. Stern & Co to launch Emerging Markets Debt fund investing in the bonds of high-quality emerging market companies

The Emerging Market Debt Stars Fund will provide an opportunity to generate a 5-6% total return, net of fees, over the medium term, from investing in the bonds of high-quality emerging market companies with strong fundamentals, lower inherent risks, and s

Mercer International Inc. announces completion of a new €300 million sustainability-linked term revolving credit facility

The New Facility has a five year term, is unsecured and accrues interest at a rate of Euribor plus a stipulated margin.

Wealth and Asset Management