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

Turkey’s first multi-family office sets out plans for international growth

The obvious choice was to follow in the footsteps of her father Murat, one of the country’s top lawyers.

Mid-market delusion grips UK wealth managers

The ‘mass affluent’ market could be big, but it isn’t big enough for everyone to win

BNP Paribas urges investors to diversify

With much of the investment community attempting to predict the actions of Donald Trump, as he ascends to the US presidency, stock watchers are recommending continued diversification, away from a handful of tech leaders.

Quilter’s WealthSelect responds to recent bond market performance with ad hoc rebalance

The team has increased the fixed income allocation at the lower risk levels within the range.

Rathbones’ CEO Paul Stockton: ‘We’re a bit more Middle England than Monaco’

The 280-year-old wealth manager Rathbones has learnt new tricks from its Investec merger and is ready to embrace passive investment and Instagram

TISE reports double digit listings growth and new records in 2024

The total market value of all listed securities surpassed the £750 billion mark for the first time, reaching £756 billion at the end of December.

Julius Baer forecasts high single-digit returns for 2025

Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook.

Guernsey Trust Manager joins Citywealth Future Leaders Awards 2025 judging panel

She will be joining five other judges and panel moderator Karen Jones, CEO of Citywealth.

Rathbones’ CEO Paul Stockton: ‘We’re a bit more Middle England than Monaco’

The 280-year-old wealth manager Rathbones has learnt new tricks from its Investec merger and is ready to embrace passive investment and Instagram

JTC wins at global banking & finance awards

The awards recognise companies of all sizes which are prominent in particular areas of expertise and excellence within the financial world.

Rathbones Group Plc Fourth Quarter Trading Update

Funds under management and administration (FUMA) update for the year ended 31 December 2024 and notice of results.

Wealth managers eye more gilt moves after bond selloff

Gilt portfolio services prove a popular choice as investors spy opportunities to make tax-free capital gains.

SIX takes over Swiss fund information service

This makes it the sole shareholder of the provider of Swiss fund information.

Swissquote Announces Better Than Expected Results

Swissquote attributes the strong performance primarily to the robust year-end and developments in the crypto sector.

‘We buy skill’: Vontobel’s co-CEO approaches strategy like an investor

Christel Rendu de Lint talks to Citywire Selector about the asset manager’s plan to build scale with skill as it looks to reverse flows.

BlackRock makes SDR move with new fund for Hambro team

The BFM Brown to Green Materials fund is managed by Evy Hambro, Olivia Markham and Hannah Johnson.

Private wealth management – have you considered the SPF?

The Circular provides that, should an SPF have its statutory seat or central administration in Luxembourg, it is eligible to receive a certificate from the LTA confirming its residency status in accordance with Luxembourg law.

Why is Iqbal Khan missing from the WEF in Davos?

Khan continues to be responsible for the GWM's European markets, and a large number of participants are expected from Asia.

Partners Group raises $8bn for evergreen funds in largest private wealth haul

The Switzerland headquartered group launched seven evergreen funds last year and is focusing on BlackRock partnership in 2025.

Principal AM: Investors should consider global diversification

The asset manager is less constructive on US equities compared with most of its peers.

Wealth and Asset Management