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

Client funds at Charles Stanley slide 4%

A net 7.9% increase in discretionary funds over the period was a positive, the group said.

UBS Wealth aims to capture “impact delta” in sustainable portfolio

The “ESG Engagement Equities” strategy is being managed by Hermes Investment Management.

J. Safra Sarasin announces a new brand for Asset Management

This new brand better reflects the importance of our asset management business and what we stand for

HSBC merges European private banks as it gears for growth

He has been at the bank for 12 years in a series of senior roles, including UK market head.

Getting rich, travelling and avoiding debt – new research shows Brits’ top financial priorities

This is most acutely felt among those imminently facing retirement, with 64% of people aged 55-64 believing saving should start in your 20s.

German institutional investors have faith in emerging markets

In high-yield bonds in emerging markets, more than 28% had a positive outlook.

HSBC Private Bank creates new EMEA structure

The move brings together its operations in the UK, Channel Islands, France, Germany, Switzerland and Luxembourg into one regional structure.

Mining for millennials

By 2020, the aggregated net worth of global millennials is estimated to hit between $19tr and $24tr

Ermotti Says Swissness Is Key for UBS Staying No. 1 in Wealth

Ermotti’s comments tempered his previous remarks made in a Bloomberg Markets interview last year.

Here comes Citi ...

The first-quarter results are expected to be smoother and more constructive for banks in general.

Coutts launches private networking site exclusively for clients

The only, yet important entry criterion is that the user must be an existing client of the private bank.

JOHCM launches global multi-asset income fund

It will have an annual management charge of 0.65% for 'A' shares and 1.75% for 'B' shares.

US firm Raymond James ‘discussed shifting London brokerage to Frankfurt’

The wealth manager and investment banking firm opened its office in the German city last summer.

Paradox of the HNW mortgage market

The expansion of capacity has coincided with subdued demand, despite a return of prices in prime Central London to the levels of 2014 and 2015

Liontrust assets hit £10bn after ATI acquisition

Chief executive John Ions said the acquisition had positioned the firm with ‘not only with critical mass but a fantastic track record from a long established team.

Fairstone poised to buy nine IFAs this year

Fairstone is set to acquire IFA firms in Leicester and Stockton-on-Tees and anticipates it will line up seven more acquisitions this year.

Prestigious speakers at SGG Crossroads event

This exclusive event will focus on how ‘the finance industry can contribute to a better society’. It will attract an international executive audience of 150 participants active in the alternative fund industry: asset managers as well as lawyer

Voices 2018 winners announced!

The competition judges included writers, authors, poets and journalists, with a special interest in, or personal experience of the care system,

Pictet multi-asset boss Percival Stanion dies

‘Percival was an equity partner who joined Pictet in 2014 to head Pictet Asset Management’s international multi-asset business, based in London,' said a spokesperson for Pictet Asset Management.

Credit Suisse and Carmignac launch multi-asset EM fund

Combining equity and debt investments, the fund will gather emerging market premium while also controlling the risks.

Wealth and Asset Management