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

Recession or Depression - Where are we Heading?

Some commentators say the global economy is heading for a long and drawn out depression but are they right?

Van Lanschot Kempen trading update: first quarter of 2020

Savings and deposits were unchanged at €9.5 billion while the overall loan portfolio was marginally higher at €8.8 billion.

Credit Suisse Group 1Q20 Financial Report

As of the end of 1Q20, our CET1 ratio was 12.1%.

Hansard Global trading update

New business for Q3 2020 was £38.4m in PVNBP

Exploring AI in Wealth Management

Since then, countries with strict confidentiality status have experienced changes and today firms appreciate that HNWIs have become more tech-savvy and are seeking access to information, instantly and accurately.

Demand for financial advice surges 24% as priorities shift in new era

deVere Group, which operates in 100 countries worldwide, says the number of enquiries from new clients was up 24% in April, compared to the previous month.

Asset Management Europe: Monthly Letter – May 2020

On the bright side, the wildcard is vaccine development comparable in speed to what is occurring with therapeutics, although it is more likely to be medium-term.

Wealth management group reports better start to second quarter trading

There was £35.9bn in the investment management business (December 31, 2019: £43bn), and £6.8bn in the unit trusts business (December 31, 2019: £7.4bn).

Credit Suisse Staff Told to Expect Return to Work in Four Phases

Banks across the world are telling employees to expect further weeks and months away from their desks.

Ashburton Investments partners with JTC

The agreement will provide clients in Ashburton’s Jersey domiciled funds and nominee service with an enhanced administration service, delivered through the latest advances in fund administration technology.

SANNE announce deal completion to acquire Inbhear

This deal is a fantastic opportunity for SANNE as it further strengthens its expertise in Dublin and adds a new strategic location like the Cayman Islands to their global office network.

Fairstone buys two IFAs in continued acquisition spree

Adds £200m FUM

Review of the week: Victory is coming

This Friday we remember the victory of an older generation. They won peace and reshaped the world, becoming a timeless example for humanity, argues our chief investment officer Julian Chillingworth.

J.Safra Sarasin hands thematics head new sustainable healthcare fund

The Fund also invests in leading companies in the areas of nutrition, fitness, health technology and home health infrastructure.

Nearly 150 years of history shows why stock market investing needs a long-term view

The message is simple: if you invest short term, you significantly increase the risk of losing money.

BNP Paribas profit falls 33% on expected loan losses, equity trading hit

Equity trading revenue was wiped out and stood at -€87m compared to €488m in first quarter revenue a year ago.

Berenberg favours Brewin Dolphin over Rathbone Brothers as it assesses UK wealth managers

In a note initiating coverage on both firms, Berenberg said Brewin Dolphin's asset retention was "best-in-class"

Brewin completes integration of Investec Ireland

Brewin Dolphin has completed the migration of Investec’s Irish wealth platform, after the acquisition took place last year for €44m.

Securing the family’s future: when family offices operate as asset managers

The evolution of the global wealth industry over the past decade is evidenced by the emergence, relevance and impact of family offices worldwide.

Zug WM takes over fund and launches impact investing firm

We are delighted to partner with such a competent and experienced team

Wealth and Asset Management