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

The life cycle of a family office

The concept of a product having a life cycle was theorised in the mid-1960s by Raymond Vernon and has since passed into standard economic theory as one of the bedrocks of modern marketing.

Investment risks and opportunities in a world recovering from the pandemic

With three effective vaccines now in the offing, and the prospect of more to come, investors can look forward to the prospect of economic recovery in 2021 with more clarity.

EFG International AG successfully places Additional Tier 1 regulatory capital

The notes include, among other things, a capital trigger of 7% CET1 Ratio and an optional redemption call in year 7, subject to FINMA approval.

Results Rise at Wealth Management Firm

The Bromsgrove business added that its funds under management remained static at £6.2bn.

Women in Finance Charter

Additionally a Group HR strategy has been developed which includes a central pillar on culture and values to help enhance our diversity and inclusion.

Coutts 2021 Investment Snapshot

Emerging market equities were a stand-out performer in 2020. The timeline below indicates the drivers and results behind our decision making.

Wills & Trusts Wealth Management Group selects Multrees

Finally, we have a platform partner that listens to us and understands that the needs of the client must come first.

Wealth management: Reframing for growth in 2021

Overall, across all regions, 2020 proved the industry’s resilience and its evolving role in societal and environmental trends. 2021 is expected to see greater innovation that is delivered at scale through new enabling technologies.

Diary of a Fund Manager

Venturing out into this virus constrained world is difficult and so observing the fire-breaks being put in place to stem transmission and mutation can only be done virtually.

Swiss economy ‘likely to recover in the coming quarters’: UBS

If there is little uncertainty concerning monetary policy and interest rate trends, it is not clear what the end of the pandemic will bring, UBS says.

Old Dogs, New Tricks

Is it best to bank your profits or run with your winners?

GAM Holding AG: update on full year 2020 results

This update is regarding the impairment charges

LGT becomes signatory of the global Principles for Responsible Banking

This network of signatories facilitates the alignment of sustainability standards and enables joint projects to strengthen and develop sustainable financial institutions.

Kingswood launches advice academy

The training will see candidates acquire new technical and people skills as well as develop their financial planning knowledge.

Carlyle buys boutique

It is expected that a number of share- and option- holders, the majority of whom are staff, will roll over their holdings in HGL into shares in Hurst Point Group.

AFH on acquisition drive in 2021

Today’s results also showed the group was beginning 2021 with a bolstered workforce, having grown its employed adviser base throughout 2020.

President Biden - And Now For Something Completely Different

As much as putting money into people’s pockets is essential, they also have to have the confidence to spend it. Hence the stimulus programme must work in tandem with the rollout of the vaccine.

Banking heir Benjamin de Rothschild dies at 57

The thoughts of the Group's employees go out to his wife Ariane de Rothschild and his children

Van Lanschot Kempen completes acquisition of Hof Hoorneman Bankiers

We expect to complete the integration of Hof Hoorneman Bankiers' clients, employees and funds by the end of 2021.

‘Worry about 2023’: ZKB CIO Schenk shares three trends for the future

‘I would say worry about 2023. Because while the pandemic might be over in 2022, we will see the economic consequences of it in 2023 and afterwards,' he said.

Wealth and Asset Management