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

Indosuez wins Best Private Bank award in Luxembourg for the 4th consecutive year

These awards recognize excellence in private banking beyond financial expertise.

MKC Wealth acquires Stockport and Urmston IFA firms

The deal adds 140 households with £70m of assets under advice (AUA) to MKC Wealth.

Oil dynasty’s family office turns away from London

Bertrand Coste says business will be easier for Clerville, which manages money for the Schlumbergers, in the EU

Boston Multi Family Office to acquire Aqua Group

Leading family office business based in Jersey, Malta and the UK

Tavistock strikes deal for £3bn London DFM

The firm has acquired Alpha Beta Partners and at the same moved closer to selling its advice network to Saltus.

UBS' New Architectural Jewel

With this new building, UBS aims to set new standards not only in architecture but also in wealth management.

Close Brothers Asset Management partners with Objectway to drive growth and innovation

By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.

Wealth management firm Fairstone buys Donegal brokerage

Acquisition comes amid continuing consolidation in the sector

Julius Baer: Interim Management Statement for the first ten months of 2024

Substantial increase in client assets – Accelerated net inflows – Solid capital position – Start date of new CEO set for 9 January 2025.

Margetts Wealth stays independent with management buy-in

The aim is to go for 20% growth over the next twelve months

‘Articulate the alpha!’ Arbuthnot’s Osman tells fund managers

Arbuthnot investment head Eren Osman believes fund managers need to ‘surgically’ demonstrate how they generate alpha as the ETF threat to their existance grows.

Liontrust to Integrate Global Fixed Income Team into Liontrust Multi-Asset Team

Both the MA and GFI teams believe there will be greater diversity in interest rate policies around the world going forward.

JTC Recognised Again at Wealthbriefing Channel Islands Awards

Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team

Nordea completes the acquisition of Danske Bank’s personal customer and private banking business in Norway

The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.

Altiant Global Luxury and Asset Management (GLAM) Monitor

GLAM has now passed five years of data collection, during which time we have conducted almost 12,000 interviews to construct a comprehensive and evolving view of luxury sentiment and behaviour.

EFG International reports 10-months 2024 business update

Revenue margin was 96 basis points for the first ten months of 2024, compared to 97 basis points for 1H24 and 99 basis points for FY23

Quilter Investors Monthly Income range introduces new asset classes to portfolio

The emerging market debt exposure will stand at 1.25% in the Monthly Income portfolio and 0.75% in the Monthly Income & Growth portfolio.

Liontrust Implements Data Solution in Collaboration with BlackRock Aladdin and BNY to Enhance Investment Management, Client Service and Scalability

The new technology solution improves investment and risk tools, enables productivity gains and enhances the information supplied to Liontrust’s investment teams and clients.

Ninety One acquires Sanlam Investment Management

It will take over management of its £17bn in assets under management

Wealth managers optimistic for 2025 despite potential risks

Europe and Germany, however, may not be in for a good time.

Wealth and Asset Management