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

Dimensions: European Wealth Management IT Pressures & Priorities 2024

70% of wealth management firms in Europe report that streamlining and automating advisor workflows is a core priority in 2024.

SJP’s Joe Wiggins: Beware of the next ‘big idea’

Joe Wiggins warned two years ago that sustainability-led investing could suffer if returns dipped, but what comes next?

Santander to convert its office space in Miami into 41-story tower with combined office and retail space

Construction will have the highest international standards for sustainable construction and office and retail space to third-party tenants.

Next Gen: Kishan Raja, Hawksmoor Investment Management

Hawksmoor’s Kishan Raja reflects on his investment career so far, his best and worst investment decisions, and who he would invite to his fantasy dinner party.

JTC Highly Commended at the nudge Financial Wellbeing Impact Awards

JTC Employer Solutions prioritise enhancing financial literacy and wellbeing among their members.

Fairstone acquires two advice firms

The firms are Grayside Financial Services in Epsom and Swindon-based Executive Wealth Management.

Bank Zimmerberg Surpasses Milestone

The regional bank particularly excelled in its securities and investment business, with a half-year result of 1.7 million Swiss francs, 9 percent higher than the previous year.

Will Raiffeisen become the new CS in the corporate customer business?

Although the company still places great value on its corporate client business, the international asset management business is now the most profitable.

Swiss Re benefits from favourable loss experience and financial markets

The technical result, which reflects the profitability of underwriting, was 2.9 billion dollars, and the return on investments was 4 percent.

Ocorian manager joins judging panel for Citywealth Future Leaders Awards

The awards, now in their tenth year, are open to all wealth management professionals under the age of 40.

Garanti BBVA named "Best Private Bank for Sustainable Finance"

The award reflects the bank's strong commitment to integrating sustainability into its strategic objectives.

Urner Kantonalbank achieves solid half-year results

The succession process has been initiated.

GBST and Barnett Waddingham renew long-term Composer contract

Under the continued partnership, Barnett Waddingham will benefit from GBST’s extensive at-retirement capability supporting both platform and fully bespoke complex SIPPs.

How do you preserve wealth for future generations? Start early

Families are enrolling children in financial education courses offered by their banks and advisers

Swiss Robeco fund manager scores first AAA rating

Roman Boner, who worked for Woodman Asset Management and Swisscanto, took over the Robeco Smart Energy fund in 2021.

Growth in customer business continues – positive first half of 2024 for Raiffeisen

Raiffeisen assumes that the global economy will continue to grow

Evelyn Partners agrees corporate charity partnership with Career Ready

Evelyn Partners’ first year of support will centre around its Birmingham, Glasgow, London and Manchester offices

The value of security

The first insight is that uncertainty is not the same as risk.

Simplifying private asset investments for high-net-worth individuals

By using a nominee structure managed by a regulated custodian, the platform removes the need for creating new entities

VP Bank reports a semi-annual profit of CHF 11.5 million and implements substantial efficiency measures.

The net new money inflow of the Group amounted to CHF 0.5 billion

Wealth and Asset Management