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

UBS's third-quarter 2024 results

Delivering on cost-reduction ambitions with additional USD 0.8bn in gross cost savings realized in 3Q24 and USD ~7.5bn expected for full-year 2024

Sergio Ermotti: "The road will still be long"

But there is still a long way to go.

M&A surge offers IFAs and wealth managers myriad opportunities

In Europe, France has become a hotspot for smaller deals

Omnis Investments awards Ninety One £573m UK Income & Growth mandate

Ninety One Value team finds the potential in unloved companies.

Lombard Odier, Bilan magazine and HEG Fribourg publish the findings of an extensive study into family businesses in French-speaking Switzerland

Its findings seek to better equip these companies to grasp the challenges and opportunities ahead and were published in editorial form in the 25 September 2024 issue of Bilan.

TEAM proposed acquisition of Jersey-based adviser HBFS will ‘no longer take place’

The acquisition plan was first announced in December 2023

UBS’s traders are doing well, its bankers not so much

The bank attributed the increase to rates and FX, even though rates traders elsewhere did badly.

Canaccord Wealth announces new Isle of Man charity partner

The Canaccord Genuity Wealth Charitable Trust was launched in 2004 and is managed by current and former staff.

Transferring wealth to the next generation – what to consider

Intergenerational wealth transfer planning now extends far beyond inheritance tax planning.

Syz determined to prove small can be beautiful

The repositioning of family owned Syz Bank heralds the start of a new developmental stage for Swiss boutique and mid-sized private banks, keen to differentiate themselves from big players.

HSBC Holdings plc 3Q 2024 Earnings Release

I’m committed to building on this strong platform for growth.

UBS Quarterly Results: Key Points to Watch

The initial platform integration and migration of Credit Suisse clients to the UBS platform in recent weeks have sent positive signals.

Lombard Odier strives for more in the UK

The UK is of central importance to Lombard Odier.

Baloise sells FRIDAY portfolio

As part of the consistent implementation of the communicated refocusing strategy, Baloise will in future concentrate on profitable segments in which we have a relevant size.

How to survive interesting times

"The curse may be imaginary, but the threat to investors is real."

Santander reports profit of €9,309 million (+14%) for the first nine months of the year

Return on tangible equity (RoTE) was 16.2%, in line with full-year target

Canaccord sees 56% spike in UK wealth clients looking abroad

As the Budget looms closer, concerned wealth clients are assessing their options as fears mount over a tax raid on their assets.

Evelyn Partners acquires ReSolve

The acquisition sees 60 employees including 12 partners and directors join Evelyn Partners as part of its Recovery & Restructuring Services team.

UBS to complete Credit Suisse client migration in 18 months, CEO says

UBS CEO Sergio Ermotti said the migration of Credit Suisse clients onto the UBS platform has started and is complex.

Wealth adviser urges people to ‘die tidily’ by putting their affairs in order

Everlake urges people to leave file with details of essential contacts, how to access accounts and assets and any personal wishes

Wealth and Asset Management