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

Partners Group reports solid AuM development in H1 and reconfirms full-year fundraising guidance

Partners Group reconfirms its full-year 2024 guidance for total fundraising of USD 20 to 25 billion.

GAM Strengthens Client Investment Platform with MANCO Transfer to Apex Group

Apex Group is a leading global provider of financial services with over 13,000 employees globally.

Söderberg & Partners invests in three more IFA firms

In April, Söderberg & Partners announced it had made investments in four IFA firms: Courtney Havers; Bespoke-Advice Ltd; Clear Financial Advice; and Bigmore Associates.

Söderberg & Partners invests in three IFA firms

“With the resources and technology of a larger firm behind them, we are seeing the IFAs in which we invest develop their client offering and expand their regional businesses.

Global Wealth Report 2024

Wealth is steadily growing throughout the world – albeit at different speeds – with very few exceptions.

NextWealth warns of ‘red flag’ for planners assessing decumulation risk

NextWealth’s report found that advisers express “high levels” of confidence in helping retired clients understand and manage various types of risk.

Wealth Management Association Launches Technology Initiative

Good IT solution is crucial for wealth managers.

UBP House View - July 2024

Momentum has been propelled by earnings growth and the “Magnificent 7”

PIMFA Wealthtech and EY Announce the Publication of our Report New Technology And Client Expectations in the Wealth Management Industry

The report outlines the changing expectations of clients in the wealth management industry

Impax to acquire European-based high yield assets and expand fixed income team in agreement with SKY Harbor Capital Management, LLC

The acquisition marks an important step in Impax’s strategy to expand its fixed income business and follows Impax’s agreement to acquire the assets of Copenhagen-based Absalon Capital Management (“Absalon”).

Oxfordshire-based CMS Wealth snaps up UHNW firm

CMS is aiming to raise its profile with the deal to become a leading player in the financial planning sector.

ZKB puts Swiss banks through their paces

Even if the exceptional year is unlikely to be repeated, the earnings prospects are quite favorable.

Liontrust looks to positive times for UK asset managers

Analysts at Panmure Liberum said the company's "direction of travel is changing for the better.

Redemption of two UBS Group AG additional tier 1 instruments

The last trading day of the SGD AT1 instrument will be 2 September 2024.

Golding’s successful secondaries strategy strengthens its ESG approach and classifies as Article 8 SFDR strategy

Golding Capital Partners has refined its sophisticated ESG screening model and so extended full ESG transparency to its secondary market products.

Deutsche Bank division cuts external consultancy spend by 70%

The decision to cut consultancy spending, amounting to a double-digit-million-euro reduction, aligns with the bank’s broader cost-cutting goals, and the strategy to leverage internal expertise to resolve complex and recurring issues.

BlackRock urges FCA to include corporate access in investment research overhaul

MiFID II changed the rules governing how brokers facilitate meetings between asset managers and company executives

Julius Baer says don't cut Big Tech and investment grade credit

Rival private banks have been turning angsty on the valuations of the US tech titans and high quality corporate bonds, but the Swiss pure-play remains a staunch bull.

'Wealth managers should collaborate with family offices to serve HNW clients'

The report found UHNWs have increased the number of relationships they have with a wealth management firm from three in 2020 to seven in 2023.

Wealth and Asset Management