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

Delving into the small and mid-cap market after the election

But remember that with Donald Trump, nothing is certain and things can change very quickly.

BCGE strengthens its strategic partnership with Finnova

This long-term commitment highlights the importance for BCGE of working closely with one of Switzerland’s leading banking software providers.

Billionaire Ambitions Report 2024

The bank also conducted an online survey of the views of a sample of UBS billionaire clients across the world’s main regions.

Potential for growth with low margins

The success in German-speaking countries was also made possible by the 2021 takeover of Die Software from Ebersberg in Bavaria

Supporting UHNW families for sustainable wealth growth and preservation

As UHNW individuals and UHNW families become increasingly sophisticated in their approach to wealth management, their needs are evolving.

Schroders could raise £3.2bn from ‘radical’ asset management sale

Offloading its asset management business could raise more than £3bn and would help Schroders focus on becoming a leading wealth management firm

Multi-family offices are forever

SF’s longstanding and broad experience enables it to share the experience from other families on the proper timing to involve children on family affairs, for instance.

Moneyfarm expands UK footprint with Willis Owen purchase

This acquisition, which brings Moneyfarm’s group total assets to over £5bn, is the firm’s third in the UK over the past three years.

UBS: Billionaire Wealth Stagnates in Asia

Not only did APAC record the slowest growth but it was also the only region that did not surpass its last peak in 2021, which saw a total of $4.6 trillion in billionaire wealth.

Wealth managers and financial advisers globally dial-up private markets allocations in response to shifting market dynamics

Two-thirds of wealth manager and financial adviser respondents highlight that the potential for higher returns than public markets is the most important benefit for investing in private markets for their clients

M&G helps ex-RBC Brewin Dolphin press head launch advice business

Former press officer Richard Janes is one of the latest to qualify as an adviser after passing through the M&G Academy.

Family offices seek returns on philanthropic giving: survey

The demand for financial returns from philanthropic giving reflects a broader trend towards increased involvement and control among family offices in how their charitable donations are structured and utilised.

Moneyhub teams up with Marygold & Co UK to innovate wealth management

Moneyhub partners with Marygold & Co. UK to power an upcoming app that simplifies savings, offers competitive interest, and enhances financial oversight.

UBS Stunned by Mafia Analogy at Whistleblower Pressure Trial

Forissier’s lawyer, William Bourdon, later asked Turrini whether he thought his client had been right to blow the whistle.

Schroders finds new home in Zurich

This is also a commitment to Switzerland as a business location.

Pictet WM moves ETF coverage to active fund analysts

The Swiss bank has moved the coverage of exchange traded funds to its active fund analysts, who can now compare the products alongside each other.

Deutsche Bank: Two major changes in Switzerland

He will remain based in Zurich.

Quilter Cheviot launches investment proposal tool to streamline advisers’ processes

The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.

FCA-regulated wealth manager Diagram Capital taps Muinmos’ KYC/AML solution

The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.

Mapfre Asset Management to use BlackRock's Aladdin platform

The Spanish insurer is set to adopt Blackrock's platform.

Wealth and Asset Management