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

EFG: Executing the 2022 strategic plan

This is reflected in our successful CRO hiring and the expansion of our international presence, as we are investing in targeted growth areas while improving our overall efficiency.

Brooks Macdonald assets hit £13.2bn

In the period, the Group reached a settlement agreement with the Dublin-based fund company that formed part of the previously disclosed Channel Islands legacy matters.

Record funds under management at Rathbone Brothers

The UK wealth industry continues to present positive opportunities for future growth which we will actively pursue.”

UBS to increase wealth management presence in France

UBS La Maison de Gestion currently has €5 billion in assets under management and was created as part of the merger of French asset management subsidiaries of UBS (UBS Asset Management France) and of Banque Leonardo (OCEA Gestion) in 2017.

Deutsche Bank posts $3.51 bn loss on restructuring costs

This, combined with our solid capital and liquidity position, gives us a firm foundation for growth.

JTC First Half In Line With Expectations

We have built on the results delivered in 2018 and carried good momentum into the first half of 2019

UBS posts highest quarterly net income in almost a decade

In the second quarter we achieved the highest 2Q net profit since 2010 and an improvement on an already strong 2Q18.

Guernsey meets family office need for expertise and professionalism

We are seeing that they want it hard-wired into the ethos of the family office now

James Coney: St James’s Place is a money-making machine – for itself

You can spend your time getting your handicap down at the golf course, or choosing what colour Porsche to buy, while the charges mount up to the magic million.

Presentation of the 2019 half-year results for the Julius Baer Group

Strong recovery in net profit after challenging second half of 2018 – Cost-reduction programme on track

Phoenix Financial PR shortlisted in Money Age Awards

That's awesome.

'If a PM can't articulate what their edge is, how the hell am I going to?'

Summers reserves particular criticism for fund managers who rely on examples and anecdotes to demonstrate the appeal of their strategy.

Financial Planning Decade By Decade - Coutts

Make sure you and your family have financial security through every stage of life.

Beware of the risks you can’t see, not the ones you can by Philip Smeaton, Sanlam

Markets will always have their ups and downs

New Credit Suisse Wealth Boss Signals Risk Appetite

That's generally true for some market areas of our division,» Wehle is quoted as responding when asked about political risk in Saudi Arabia, where Credit Suisse quietly clinched a banking license three months ago.

Fund administrator to be purchased by private equity firm

The transaction is subject to regulatory approval.

Close Brothers loan book grows 5.1% year to date

All statements in this release relate to the 11 months to 30 June 2019 and to continuing operations1 in that period unless otherwise indicated.

Schroders completes acquisition of Secquaero

In February 2016, Schroders increased its stake in Secquaero to 50.1%.

Isle of Man multi-family office announces management buyout

The management buyout is subject to regulatory approval

Wealth Dynamix crowned Best CRM solution for the 3rd year in a row

Stephen Pinner, Managing Director of Goodacre UK, who hosted the awards ceremony said: “These Awards are now the benchmark for firms considering alternative services and systems, not least as it is the users themselves who have offered direct feedba

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