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

Commodities and higher energy prices key drivers in UK equity recovery – Rathbones Asset Management

They also signalled that clients are being driven by the effects of the recent cost-of-living crisis, to favour income over growth.

Hyper-automation, hyper-personalisation in Wealth Management. What’s all the hype? Why, how, and with what business impact…

In today’s competitive landscape, hyper-personalisation differentiates wealth managers, attracting and retaining customers while driving growth

ZEDRA and CreaPartners announce collaborative undertaking

ZEDRA and CreaPartners will bring together the best of both our organisations.

Deutsche’s private bank cuts spending on external consultants by 70%

German lender needs to rely on its own expertise, says division’s new boss Claudio de Sanctis

Wealth managers ill-equipped for rising ESG and climate focus: survey

Environmental and climate concerns are at the forefront for many clients.

CaixaBank S A : OpenWealth becomes the largest high net worth and family office consultancy in Spain, with more than €7.3 billion in assets under supervision

In just two years of activity, OpenWealth's offer, based on high specialisation and diversification, has allowed it to consolidate its position as a leader in the sector in the country.

UBS announces voluntary redemption offer by Credit Suisse Supply Chain Funds to its investors

Fund investors will receive details of the redemption offer through their custodian and should review the terms and the disclosures that accompany the offer.

UBS introduces framework to size and seize the AI investment opportunity

The launch of ChatGPT marked a watershed moment for AI and its adoption, and the range of problems that AI can address keeps growing at a quick pace.

EFG International: the Deal After the Deal

The reality is that EFG, which is controlled by the Greek-Swiss Latsis shipping family, is in a very strong position.

Wealth managers look beyond falling rates and rising tensions

Clients’ investment portfolios are being designed to be resilient across multiple economic cycles

Study reveals insights into the retirement plans of IFAs and financial planners

On average, the research found they will retire when they turn 52 years old although as many as one third (35%) intend to retire before they turn 50.

Indosuez Wealth Management launches first Article 9 bond fund

The fund comprises around 60 securities across various sectors and regions

Hawksford wins trust company category at 2024 eprivateclient Excellence Awards

Now in their fourth year, the eprivateclient Excellence Awards are designed to recognise outstanding achievements across the UK and offshore private client landscape

Asset Manager: First three places in environmental study remain empty

Greenpeace Switzerland , which commissioned the study, is calling on asset managers to adopt stricter stewardship practices.

Scalability in UK Wealth Management: Turning Challenges into Opportunities

The conversation started with a clear consensus: the industry is grappling with scalability. As costs climb and revenues plateau, firms are compelled to enhance their scalability, both in the short and long term.

Indosuez Wealth Management announces the launch of the Indosuez Funds - Impact* fund

Indosuez Funds - Impact is a solution offered to equity investors looking for meaningful routes and keen to include ESG issues in their choices.

Tatton Asset Management sets new £30bn AUM target following revenue surge

The firm’s group revenue for 2023/24 increased by 13.9%

French wealth management startup Ramify raises €11m

The firm's team of quantitative finance researchers, developers, and financial experts promises to offer seamlessly integrated finance, technology, and human expertise to deliver a premium client experience.

Canoe Intelligence collaborates with QPLIX

QPLIX, the European wealth management platform, and Canoe Intelligence are establishing an alliance.

Private Bank Mirabaud Seeks Swiss Disruptors

Under these premises, its’ no wonder that under these premises, wealthy individuals are increasingly approaching their banks to invest in such companies.

Wealth and Asset Management