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

SJP hands £1.7bn mandate to Columbia Threadneedle

We are looking forward to continuing to support St. James’s Place as they help their clients achieve their financial goals.

Robeco partners with UBS to launch Engagement Fund focused on Sustainable Development Goals

SDG Engagement Equities is a high conviction strategy with a sustainable investment objective to drive a clear and measurable improvement in a company's contribution to the United Nations Sustainable Development Goals (UN SDGs) over three to five yea

Quilter commits to the Halo Code for its recruitment and workplaces practices

Quilter is committing to ensuring people with afro-hair or any other hair textures are not discriminated against in in the workplace or in its recruitment processes.

Robeco partners with UBS

The launch of RobecoSAM Global SDG Engagement Equities reflects the shared conviction of Robeco and UBS that engaging and having an active dialogue about SDG’s is vital in supporting positive change that benefits people and planet.

Quarterly Investment Update - From great to merely good: is that good enough?

The recovery has come off the boil, but we think it will continue supporting the markets.

Coutts chief executive talks about 1,000 Business Climate Pledges

The chief executive of Coutts Bank, part of NatWest Group, is Australian and his family background and experience have helped inform his views.

Stable revenues amid solid divisional performance announced at PraxisIFM

Looking back over the past financial year, COVID-19 was a challenge faced by all, and navigating the twists and turns in each jurisdiction became very much a part of our daily life.

Julius Baer Int'l back in profit as UK regional push pays off

The firm’s heavy investment three years ago to establish a number of wealth posts across the UK has started to bear fruit.

Close Brothers announces preliminary results

We have delivered a strong financial performance in the year and made the most of the opportunities arising as the economy recovers from the effects of Covid-19.

Geneva-based investment advisor sees an “acceleration in number of private market investments” among HNW clients, as well as increasing interest in digital assets

Tautu commented that his clients “like to take risks in these private markets, but the idea of being blocked for 10 years is still frustrating to them.”

IQ-EQ wins Trust Company Of The Year Accolade at The 16th Annual STEP Private Client Awards

Winning this award, the hallmark of excellence within the private client trust industry, is a true testament to the calibre of our people and the strength of our service offering.

Private Bank Briefing – September 2021

This edition’s Lessons from Enforcement covers a recent case examining the impact of non-financial misconduct on an individual’s fitness and propriety.

UniCredit Creates Wealth Management, Private Banking Division

In addition to private banking and wealth management, the bank's ultra-high-net-worth families and family holdings businesses will also report directly to Mr. Vecchi.

Pierin Vincenz received a million dollar loan from Peter Spuhler

The money was used to replace a mortgage to finance his villa in Teufen in Appenzell.

7IM sees AUM increase by 24 per cent for 2020

The firm’s investment process was another key driver of success.

JTC Wins at Drawdown Awards

The Drawdown Awards celebrate excellence and innovation within private capital fund operations.

Kingswood lines up 9 M&A deals in UK growth push

Its plan is to continue delivering “significant inorganic growth” across both the UK and stateside business.

Accuro’s forward-thinking business practices recognised by STEP Award

Accuro stands out in this industry as an independent, fully management-and-staff-owned business

FTSE 250 group Investec expects 125 per cent UK profit growth

Based on its latest results, which the Group said were “substantially ahead of the same period last year,” Investec raised its earnings guidance per share to over 41p which was given as the upper end of a range in May.

Schroders expands European Equities footprint with Nordics portfolio managers

Nordic equity investors Jan Brännback and Janne Lähdesmäki, who specialise in small and micro caps, will join Schroders from Aktia Asset Management in the New Year.

Wealth and Asset Management