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

Wealth planning needs of internationally mobile clients

Identify what impact regulation will have and the concerns and goals of the next generation of HNWIs.

Citigroup’s private banking arm advises clients against pound trade

Looming Brexit vote likely to see sterling volatility rocket

HSBC Private Banking announces partnership with AllBright

The partnership demonstrates HSBC Private Banking’s commitment to fostering more diversity within their organisation, as well as supporting entrepreneurs and family offices across the world, a statement from the bank has said

Banque Cramer acquires Ticino asset manager

The transaction will deploy its effects retroactively as of 31 December 2018.

Intertrust simplifies organisational structure to support its transformation strategy

The Company will report according to the three above mentioned market areas as of Q1 2019

ZEDRA adds new Zug office to Swiss network

It is expected that the three offices will work closely together, with company registration, accounting and legal services all eventually available from the new location.

Wealth in the UK Market Demand and Future Growth 2019

The report uses findings from Publisher's 2018 Wealth Managers Survey and 2018 IFA Survey.

2019 Outlook: Managing your clients through times of market turmoil

A good client relationship will outlive bad market performance

Counterpart deal for Wealth Management firm

The initial consideration for the acquisition is £900,000 in cash, funded from AFH's existing cash resources.

Credit Suisse launches share buyback programme

The buyback programme is an effort to reward Credit Suisse shareholders who had been with Thiam during the revamp.

How bad behaviour by super-rich hits London’s wealth managers

Some clients have been ditched because of their questionable antics

Deutsche Bank Must Pay Cum-Ex Bill, Warburg Says in Lawsuit

Lawsuit is latest legal front in expanding scandal over Cum-Ex

Guinness AM teams up with Brewin Dolphin on multi-asset funds

Balanced and growth funds aimed at expat investors and their advisers

Crédit Agricole in Partial Retreat

Switzerland is home to roughly ten Crédit Agricole trading employees.

City 'Superwoman' Nicola Horlick defiant as losses mount at her 'greatest triumph' Money & Co

For the last few months, the company's been profitable.

Sanlam acquires wealth manager

“I look forward to working with our new colleagues and deepening our wealth management presence in the North West.”

Mattioli Woods reports lower-than-expected revenue as Brexit hits investment confidence

Mattioli Woods said its profit outlook for the year remains in line with management's expectations

Mattioli cancels Amati buy out as clients feel the fear

‘Given the success of the current arrangement, I believe the group retaining a minority interest in the joint venture offers the optimal structure for all its stakeholders,’ chief executive Ian Mattioli said in a statement.

Norwich financial planner gains chartered status

Mr Girling had completed a full management buyout of the company last year.

REYL & Cie awarded 2018 Outstanding Private Bank for UHNW Clients

REYL & Cie was selected by an independent judging panel and members of the PBI Editorial team.

Wealth and Asset Management