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

Adviser helps client get £320k in redress from SJP

The client took out three separate personal pensions and then switched these into a single retirement account with SJP.

Bank Julius Baer places first ever euro bond of €500m

An application for provisional admission to trading on the SIX Swiss Exchange will be made.

Mustier and Arnault's SPAC targets £2.5bn UK fintech True Potential

Pegasus Europe tabled a bid this week to take the UK fintech onto the Amsterdam stock market, Sky News learns.

Quilter to make hundreds more redundant in bid to slash costs since LSE listing

Sources close to the company told City A.M. the redundancies have so far taken place in waves, making it difficult to know exactly how many people have been let go.

BBVA Switzerland’s digital assets solution launches next week

One of the main advantages the bank is promoting is the ability to see bitcoin holdings in its investment app alongside other conventional investments.

Schroders’ Group CEO included in Glassdoor’s Top 50 UK CEOs in 2021

The Employee Choice Awards recognise the Best Places to Work and Top CEOs, using solely employee feedback to determine the winners.

Beaufort's DFM rebrands to YOU Asset Management

We want to capture this emphasis and focus with our new name.

Wealth and investment management group continues acquisition spree with £4m deal

Our focus on enhancing the client experience is paying dividends and I am delighted that we now have approaching £200m in our internal MPS.

Deutsche Bank rolls out four strategic income funds across Europe and Asia

The SAA funds have total assets under management over 3.5 billion euros as at June 11, 2021.

Meet the new Head of our Paris office - Edouard de Saint-Pierre

The Paris office has just won the "Best Specialist Private Bank" award from Leaders League.

Julius Baer donates $1.4 Million to support COVID-19 relief programmes in India

The funds will be utilised by its NGO partners to support vulnerable families and households with ration kits, mass screening and vaccination programmes, as well as food and health protection initiatives for the elderly and migrant labourers.

BNP Paribas Suisse suffers CHF 360m net loss in 2020

This compares to a CHF 13.9m loss in 2019.

Global Market Insights by WHIreland Wealth Management

Inflation targeting has been very successful over the past two decades and there is a high level of public confidence that inflation will remain under control.

D1 Capital Partners makes USD150m investment in Addepar

Addepar, a technology platform for wealth management, has raised USD150 million from D1 Capital Partners at a pre-money valuation of USD2 billion as part of its Series F financing.

Wealth management giant partners with professional golf association

The partnership affirms The PGA’s mission to improve the personal and professional lives of its Members, whilst supporting the shared vision of being the best and most reputable organisations in their respective industries.

UK advice company partners with DFM firm to boost ESG offering

‘More and more clients want to express their values through their savings and investment choices’

Ares Management and Maven Capital Partners back acquisitive new business

Titan Wealth Holdings looks to grow assets under management to £20bn-£30bn over next 5 years

Old Mutual Wealth investment platform rebrands to Quilter

The Quilter brand originates with the group’s discretionary investment management business, Quilter Cheviot.

UBS Remains in Race for Dutch Asset Manager

The other firms which had expressed interest in buying – including Allianz, Generali, and The Royal London Group – have retreated.

Johnston Carmichael Wealth teams up with City firm Square Mile

Clients will be assessed as part of an in-depth consultation process to determine their suitability.

Wealth and Asset Management