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

France’s wealthy shift funds to Luxembourg and Switzerland

Political turmoil and tax threats have accelerated investment flows to havens, asset managers say

Pictet predicts bond shake-up to accompany international realignment

The failing guardrails of multilateralism are paving the way for new investment opportunities, according to Swiss stalwart Pictet’s latest asset allocation calls

Crypto confidence crisis leaves UK wealth managers trailing global peers: Avaloq

Compounding the issue is little current desire to offer crypto investing.

AI advantage in wealth

As artificial intelligence continues to ripple through financial services, the question for wealth managers isn’t if they’ll use AI – but how.

German asset manager extends feelers towards Switzerland

The independent asset manager, with a significant Credit Suisse and J. Safra Sarasin presence in its corporate DNA, considers itself well positioned for the cross-border expansion.

Marcuard Heritage Expands Shareholder Base

For Marcuard Heritage founders Sinan Bodmer and Adrian Guldener, the expansion of the shareholder base also forms part of a succession plan.

PwC report highlights opportunity for Channel Islands wealth managers to ‘step-up’ pace of transformation

The report shows that the performance of the Channel Islands wealth management sector appears strong at first glance, but a deeper analysis reveals a more nuanced picture.

ING enters private markets deal with Macquarie

The deal expands the Dutch bank's partnerships with several other large alternatives providers.

Schroders Capital receives £500m from Nest for further private equity investment

Rachel Farrell, Director of Public and Private Markets at Nest Invest, has praised Schroders Capital in helping Nest’s members benefit from these types of high-value deals.

Berenberg Expands Fund Distribution with Clearstream Partnership

Under the new arrangement, Berenberg will leverage Clearstream’s fund distribution platform and its suite of services covering trading, custody, and trailer fee processing, designed to deliver a comprehensive, end-to-end solution.

Cornèr Bank announces full acquisition of Lugano wealth manager

The bank already took a 30% stake in Finpromotion in 2022.

Guernsey Private Wealth Forum identifies education and communication as the key to supporting the next generation of wealth creators

The London-based conference featured two panel sessions, addressing the theme From Startup to Legacy: Building and Preserving Wealth.

Northern Trust Selects Broadridge Global Class Action Services

Northern Trust unlocks greater asset recovery opportunities and investor participation, helping enhance client returns

Asset Servicing Volumes Surge 25% YOY, Triggering a New Era of Automation and Efficiency, New Broadridge Study Finds

The study draws insights from over 270 industry leaders worldwide on the innovation, priorities and challenges that are shaping the future of asset servicing.

Bank Frick Joins GenTwo's AMC Creator, Enhancing Digital Assets Capabilities and Providing EU Access

With a comprehensive in-house infrastructure covering issuance, custody, paying agent, and collateral services, Bank Frick contributes proven expertise and regulatory strength to the platform.

Canaccord Genuity in early talks over possible sale of British wealth arm, sources say

The CEO of the unit, known as Canaccord Wealth, has held meetings with private equity firms recently about a potential sale, said the people, who declined to be named as the information is not public.

CaixaBank strengthens its Private Banking division with an expanded vision of wealth management and a new brand: CaixaBank Wealth Management

The new term, CaixaBank Wealth Management, reflects the bank’s strategic vision of offering a broader service than traditional private banking.

Wealth and Asset Management