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

Why Continuity and Succession Planning is Crucial for Businesses Right Now

There could also be litigation, brand damage and liquidation issues to contend with which can ultimately lead to business failure.

Falcon Private to transfer client relationships to ONE swiss bank

ONE emerged in 2019 from the two Swiss banks Banca Arner and GS Banque.

Taaleri Wealth Management wins institutional investor survey

Taaleri received top grades for customer service and for taking an active view on markets, among other mentions.

WealthArc to provide digital services to Eleutheria Wealth

WealthArc’s Portfolio Management System will help the company operate more efficiently by reducing tedious manual tasks to the minimum.

UBP launches a global fintech strategy

The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.

Transformative approach to wealth management, with the launch of Integrity365

Integrity365 currently has eight financial planners and plans to grow to 12 by the end of March.

REYL & Cie named "Best Private Banking Boutique in Europe"

REYL & Cie was selected by an international panel of independent judges

Wealth Dynamix Completes Eighth Year of Growth and Continues Expansion Despite Global Pandemic Challenges

Technology has never played a more vital role in enabling business continuity and empowering advisors and the success of Wealth Dynamix through this trying period is testament to our many years of wealth management domain expertise and the flexibility of

Vontobel achieves strong client growth in first nine months of 2020

This increase was once again driven by the business with institutional clients in Asset Management, which generated 10% growth in net new money (annualized).

How philanthropy was born from a passion for painting

David Benson’s love of art allowed gave him a platform for making a positive difference through giving

Mills & Reeve Named on £23M Deal

"This acquisition is an important and exciting and step forward for Delta in supporting our valued clients."

Leaving town?

The pandemic follows on from a number of terrorist attacks, large gilets jaunes’ protests, a 40C-plus-degree heatwave and the longest transport strike since the late sixties.

OTP Private Banking clinches the Best Private Bank in Hungary title for the eighth consecutive year.

OTP Private Banking operates as one of the major business lines of OTP Bank

Extraordinary General Meeting of Julius Baer Group Ltd.

The appropriation of the disposable profit, the dissolution of CHF 83.9 million out of ‘statutory capital reserve’ and of CHF 83.9 million out of ‘voluntary retained earnings reserve’ as well as the proposed second distribution in

Withers' William Kambas recognized as one of the world's top 100 most influential individuals to family enterprises

Withers has a host of top lawyers who deal with family enterprises, many of them family offices.

Sanctuary Wealth Cuts Deal Creating Potential Rival to Focus, Hightower

Until now, Sanctuary’s ownership has rested with its senior management and partner firms.

Jersey Finance Virtual Private Wealth Conference to Explore Sustainable Finance and Philanthropy

By collaborating with award-winning on and off Island suppliers, Jersey Finance aims to deliver a high-quality experience to a global audience.

Cantonal bank takes 30% stake in real estate boutique

The cantonal bank also announced its four-year growth plan.

Trust more important than ever for successful transfer of family businesses between generations

The research is based upon a survey of over 400 global HNW individuals with at least GBP5 million in assets each

SJP to help ex-military personnel retrain as Financial Planners

SJP signed up for the Armed Forces Covenant in October to support armed forces personnel and ensure they are not disadvantaged in society.

Wealth and Asset Management