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

Columbia Threadneedle shuts two funds after multi-asset review

Two former BMO funds will be shut due to low assets as funds are consolidated following Rob Burdett’s departure.

Evelyn Partners delivers record new business in resilient 2023 performance

Evelyn Partners employs 291 financial planners and 331 investment managers and has a market-leading position in offering such a ‘dual expert’ approach.

LGT reports strong growth and very high net asset inflows in 2023

In the 2023 financial year, financial markets were characterised by persistent geopolitical uncertainties, as well as inflationary and other economic trends that were difficult to forecast.

Mapping Out This Year’s UHNW Hot Spots for Private Bankers

But the map holds out other international revelations for the cold-calling UHNW banker, even though they are more than likely a dying breed.

Foreign bank packs the myth of Swiss banking into a mandate

German private customers are eligible for a minimum investment of 60,000 euros.

Harris Associates still behind SJP, insisting partners must pay up

The St James’s Place investor sees bright spots for the UK’s largest advice firm despite its ongoing advice review.

Quilter partners with charities to help disadvantaged young adults in Southampton

The employability day was designed to give local young adults the skills required to step on to the employment ladder.

Lombard Odier partners with the Van Buuren Museum & Gardens Foundation

The collaboration will include the organisation of events, workshops, conferences, visits and special functions, as well as the sharing of networks.

Women in Wealth Management: Six Nations

Matilda Davison from Kingswood Group and Kate Howells from BRI Wealth Management shared their predictions for the England vs Ireland Six Nations game.

Handelsbanken Wealth & Asset Management: New report reveals gender wealth gap

The research reveals that just 18% of adult women feel they received a good education on managing money in school compared to around a quarter (24%) of men.

Craven Street Wealth completes acquisition of Punter Southall Aspire

The company says the integration will eventually allow clients and staff to access a wider range of specialisms

Yet another UK firm heads for private hands after £400m-plus deal

The wealth management sector has also been through a wave of consolidation over the past 12 months as skittish investors pull cash from funds and money managers hunt for safety in scale.

The role of private assets in a changing investment landscape

This economic cycle is opening up new venues for value creation.

Former Pictet Agora co-founder launches L/S equity hedge fund

Vincent Ijaouane has launched Vigama Capital.

Brooks Macdonald Group plc half-year results for the six months ended 31 December 2023

"Six months of strategic progress resulting in an 18% increase in underlying profit before tax"

Mirova targets €200 million for its new social impact private equity strategy

The fund aims to raise €200 million from institutional and individual investors in Europe and will be spearheaded by Senior Investment Director Judith-Laure Mamou-Mani.

Wealth managers vs Vanguard LifeStrategy: How the returns really stack up

Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.

Maerki Baumann unveils modern crypto brand

Maerki Baumann has launched a new brand for its cryptocurrency services.

UBS’s Antonia Sariyska on carbon tracking in wealth management

When private-wealth clients say they want to invest with impact, it is often up to the manager to figure out what that actually means.

Maerki Baumann launches new brand for its crypto services

The private bank has succeeded in positioning itself in a lucrative market niche, while launching additional services and tapping into further client segments.

Wealth and Asset Management