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

Transforming a private bank for customer centricity and innovation

EY teams helped a leading private bank shape and execute a business transformation for profitable growth and enhanced customer experience.

EFG AM and BlueOrchard introduce global impact fund together

EFG Asset Management and BlueOrchard collaborate to develop a global impact fund.

7IM acquires ASHL’s Rockhold Asset Management to expand its investment proposition

The latest acquisition will take its assets under management to c£27 billion.

Canaccord reports 56% jump in wealthy individuals looking for financial planning outside UK mainland

Canaccord reports a 56% increase in people specifically searching for its services in Guernsey, the Isle of Man, and Jersey.

Schroders appointed by Cirencester Friendly to run £75 million portfolio

This appointment has reinforced Schroders’ credentials as an insurance asset management leader in the financial mutuals sector.

Biggest Challenge Still Awaits Ermotti & Co

Net profit climbed to $1.4 billion in the third quarter, and client momentum remains strong, as reflected in Global Wealth Management's net new asset inflows of $25 billion.

Santander Private Banking launches a new chess-based campaign alongside Carlos Sainz

Under the motto “Every move counts”, SPB wants to emphasize the importance of effective time and risk management in every decision, a key skill in both Formula 1 and wealth management.

Allfunds Launches New Fund Registration and Regulatory Reporting Services for Asset Managers

These services are tailored to meet the evolving needs of asset managers, offering comprehensive solutions for expanding market access and ensuring regulatory compliance.

BNP Paribas Group: Results as of 30 September 2024

The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the third quarter 2024.

Octopus breathes sigh of relief as £4.5bn saved from IHT selloff

The asset manager’s large IHT portfolios were not overly punished in the Budget despite the tax relief available on its AIM portfolios being halved from 2026.

‘We didn’t end up in no man’s land!’: Six wealth manager Budget reactions

Six top wealth managers give their thoughts on Labour’s first fiscal statement.

Standard Chartered Results for the third quarter

The Group delivered a strong performance in the third quarter of 2024 with underlying operating income of $4.9 billion

UBS's third-quarter 2024 results

Delivering on cost-reduction ambitions with additional USD 0.8bn in gross cost savings realized in 3Q24 and USD ~7.5bn expected for full-year 2024

Sergio Ermotti: "The road will still be long"

But there is still a long way to go.

M&A surge offers IFAs and wealth managers myriad opportunities

In Europe, France has become a hotspot for smaller deals

Omnis Investments awards Ninety One £573m UK Income & Growth mandate

Ninety One Value team finds the potential in unloved companies.

Lombard Odier, Bilan magazine and HEG Fribourg publish the findings of an extensive study into family businesses in French-speaking Switzerland

Its findings seek to better equip these companies to grasp the challenges and opportunities ahead and were published in editorial form in the 25 September 2024 issue of Bilan.

Wealth and Asset Management