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

International wealth group Kingswood confirms additional £3m debt facility

There is a repayment date of earlier of 29 October 2030 or date of an exit or partial exit; and a 12% interest rate, paid at maturity.

York boss is a national wealth management winner

Her engaging commentary marks Lucy out as both a thoughtful leader and a great ambassador for the wider wealth management industry.

Janus Henderson to acquire Tabula IM as part of European ETF market push

US asset manager also announces deal for NBK Capital Partners

Vontobel awards visionary artists

The Swiss investment house Vontobel has been involved in the art world for years, particularly through the “A New Gaze” sponsorship award .

Mirova pursues its commitment to equal opportunities with Vox Populi

In addition to the coaching workshops, Mirova’s teams also took the time to present a detailed overview of the various professions and career opportunities in impact finance.

Why EdR hired five quants for its multi-management team

Assessing fund risk is getting easier due to increased resources, according to the bank’s fund research head, Alexander de Bruin.

UBS division is apparently facing tough austerity cuts

The possible savings apparently also affect the personnel, including those who have previously worked for the CS rear service in Switzerland.

Sale of Kairos to Anima successfully completed

As per today’s closing date, Kairos has been deconsolidated from Julius Baer Group.

Quilter’s WealthSelect executes ad-hoc rebalance to capitalise on market shifts

This was primarily driven by a significant increase in the price of physical gold. Concurrently, the market’s anticipation of potential rate cuts has continued to diminish.

abrdn Forms Asian Digital Platform via Partnership

abrdn and FNZ have formed a strategic partnership to develop a multi-distributor, open architecture digital wealth platform in Asia

Third Financial continues exceptional new business momentum, attracting boutique wealth firm

Its approach is personalised investment management with high levels of service, where investment strategies are tailored to individual client needs.

Deutsche Bank's Marco Pagliara on costs, cuts and Middle East collabs

The German private bank's new Asia head outlines the challenges of covering the market amid industry-wide cost-cutting and revenue contractions, and how he plans to focus on single-family offices.

Banque Cramer has a surprising CEO

he former head of CIC Bank has also taken over as the new CEO - and an ex-Finma employee is joining the board of directors.

Standard Chartered PLC Q1’24 Result

A reconciliation of restructuring and other items

Mirabaud banker takes senior post at Top 50 IAM

Flavio Castello Branco has spent over 40 years working in finance, including a stint at Credit Suisse.

Private banks dipping toes into semi-liquid funds but platforms fail to attract

It’s challenging to build a diversified portfolio solely with semi-liquid assets, but European private banks are already using them to complement listed equities and bonds.

Five Arrows announces reset of European CLO, Contego X

This reset transaction attracted strong demand from a wide investor base.

“Coutts were streets ahead of any other bank“ – how we helped USA based clients come home to the UK

Our clients detail how “excellent and truly personalised service” helped them and their family get set up in the UK.

Coutts prepares to dump £2.7bn of UK shares in funds ‘recalibration‘

Coutts CIO Fahad Kamal says that traditionally high allocations to UK shares in portfolios are an ‘anachronism’.

Key considerations for scaling your company in a new market

ZEDRA’s corporate team spends most of its time working with ambitious, high growth companies expanding into new markets.

Wealth and Asset Management