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

J. Safra Sarasin Group Completes the Acquisition of MIV Asset Management AG

MIV will maintain its existing investment strategy and organisational structure to ensure solid performance and uninterrupted service for clients.

Another cantonal bank joins AMAS

This means that nine cantonal banks are now members of the association.

Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning

The acquisition will enhance the Group’s financial planning capability and enhance its presence in East Anglia.

Citigroup Exits Asian Retail Banking Market In Shift To Wealth Management

The move has reshaped markets and sparked conversations about its impact.

The Greening Jersey Trust

The Trust is working alongside expert charities to ensure that the sites and projects selected are those that will benefit most from the scheme.

Rothschild & Co wins in three categories at this year's Mergermarket European M&A Awards

These awards reflect Global Advisory’s unrivalled levels of M&A activity in these markets over the last 12 months.

Söderberg & Partners takes stake in three more UK advice businesses

With over £3bn in assets, Hoyl is renowned for building long-lasting client relationships and consistently delivering high-quality financial advice to the highest professional standards.

LGT Bank receives top marks in this year’s quality tests

At the Handelsblatt Elite Report awards ceremony yesterday in Salzburg, LGT once again secured a spot among the top ten elite wealth managers in German-speaking countries.

Commerzbank Asset Manager Yellowfin launches mixed fund

It is the first mixed fund that Yellowfin manages for Commerzbank's wealth management.

DFMs’ trapped clients set for crunch meeting after custodian collapse

IBP Markets held £653m in its custody services business when fell into special administration last year, following FCA restrictions over financial crime risks.

Preparing The Next Generation For The Great Wealth Transfer.

As younger generations prepare to inherit potentially life-changing sums, the need for education, meticulous planning and responsible stewardship is growing ever more acute.

Standard Chartered explores the sale of a small number of businesses to boost investment in its affluent franchise

The Group will concentrate its resources in these markets on serving the cross-border needs of global corporate and financial institution clients.

Partners Group invests record USD 1.2 billion in infrastructure secondaries in twelve months

The record investment level reflects the increasing opportunity set available in the infrastructure secondaries market.

Bowmore is latest win powering Nucleus’ growth

In total, Third has won the custody mandate for 10 new clients in the last year, including Capital Financial Markets, Lowes and Mountstone.

Cazenove Capital’s sustainable funds partner with climate justice and environmental charities

Conservation of the ocean, protecting biodiversity, ensuring climate justice

Impax Asset Management Group plc Results for the year ended 30 September 2024

The Company has made material strategic progress and delivered improved investment performance while focusing on operational efficiency and the control of costs.

SGKB sustainable fund duo receive first Citywire ratings

Raphaela Koch and Raphael Arn manage four eco-labelled multi-asset funds.

UK wealth manager St James’s Place winds down property funds

The firm expects to liquidate most assets over two years, with investors receiving periodic returns.

CFA to launch private wealth certificate next summer

Curriculum spans topics including managing multi-generational wealth to estate planning and alternative investments

Franklin Templeton gets green light for first private markets offering aimed at wealth channel

Firm’s first open-ended strategy will offer wealth investors access to opportunities in private equity secondaries

Wealth and Asset Management