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

Former Executives from Reyl and UBP Establish Their Own Firm

They are receiving support from Natalia Souto Rodríguez, a former partner at Prime Partners.

InvestCloud Revolutionizes Wealth Management for FirstCape with Multi-Stage Digital Transformation

InvestCloud’s fully integrated platform set to significantly boost advisor efficiency, enable growth and scale for New Zealand’s premier advisory and asset management firm, enhancing client engagement at every stage of the investment lifecycle

deVere Group Secures Family Office Licence, Marking New Era in Elite Wealth Management

The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, setting it apart from competitors.

radicant and Numarics plan merger

At the same time, the planned merger will expand the revenue base and lay the foundation for additional growth.

Are the good years in asset management over?

The asset management industry is under pressure.

Rathbones Group PLC Third Quarter Trading Update

Net flows in the quarter reflected the resilience of gross inflows despite the impacts of managing a significant client consent process.

SJP records net inflows of £890m in last quarter

The UK’s largest wealth manager also recorded gross inflows of £4.4bn in the third quarter, 20% higher compared to the same period last year.

Liontrust shares fall after fund manager suffers £1.1 billion of outflows

Active fund manager hit by economic and political uncertainty ahead of Budget

Tracey Davidson named in Spear’s ‘Power List 2024’

The Spear’s Power List highlights the leaders whose impact extends beyond client relationships, showcasing those who shape the wealth management industry.

Selective growth through uncompromising quality of service

At each of these sites, a Head of EAM oversees specialist Relationship Managers and Account Managers, of which we have around 30 in total.

This Assessment Will Please Swiss Banks

One of his conclusions will particularly please Swiss private banks.

Three areas wealth industry should tackle to deliver better consumer support outcomes

It’s only right that in time, attention will turn to consumer support

Quilter reports third quarter net inflows of £1.4 billion

The increase of 2% in the quarter reflected net inflows, and higher market levels with this partially offset by Sterling appreciation.

Luxembourg Tops the Global Wealth Rankings in 2024

The report highlighted that Luxembourg has maintained a steady rise in GDP per capita from 2010 to 2024, consistently ranking at or near the top among the wealthiest nations.

Julius Baer CIO tells rich to brace for private market 'hangover phase'

Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.

Switzerland’s wealth managers bank on a future in Asia

Hong Kong and Singapore are the world’s rising wealth centres

AXA IM launches a global Philanthropy programme, bringing together all global and local charitable endeavours focused on “Empowering Sustainable Futures”

AXA IM has established a new Philanthropy Committee to oversee and make decisions in regard to its charitable commitments.

Wealth and Asset Management