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

J Safra Sarasin backs small caps in ‘major rotation’

The Basel-based private bank says that small-caps suffered when interest rates were rising, but are now part of the way through a recovery.

SJP advisers fear plummeting practice valuations amid debt worries

Are SJP raising funds to support the market?

Channel Islands at forefront of Citywealth International Financial Centre Awards shortlist

The list is now released by the judges and the public vote is open to allow the global private wealth industry to have their say.

S64 Announces Successful Close of Series A Funding Round with investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank

This investment will support the firm’s ambition to unlock rising demand from private investors seeking access to a leading range of global alternative investment opportunities.

Future Leaders Awards Shortlist 2024

Accountant of the Year – Associate

Risk Management in Consulting and Wealth Management: Adequacy and Portfolio Analysis

One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.

Vontobel delivers strong profitability, stabilizes institutional flows and advances strategic priorities

This transaction marks a milestone in Vontobel’s private markets strategy and provides investment capabilities in the fast-growing private infrastructure segment.

Man Group Half year results

We were also pleased to record net inflows of $0.9 billion during another challenging period for asset raising in the industry.

UBS to sell the Credit Suisse Insurance Linked Strategies Ltd business to its management team

Upon closing, CSILS will operate independently from UBS under a new name and will continue to manage the funds and single investor fund mandates.

Jupiter investors accelerate exodus over departure of star stock-picker

Pre-tax profits meanwhile rose 11 per cent per cent to £38.7m.

Management buy Credit Suisse insurance investing boutique from UBS

The sale of Credit Suisse Insurance Linked Strategies is expected to close later this year.

Wealthy individuals leaving UK and relocating to Italy says top lawyer

There is also a significant migration to Italy from other EU countries and Latin America

Sygnum Posts Profit and Sets Stage for MiCA-compliant expanded EU Market Entry

Business performance is enabled by expanded trading features and platform, strategic partnerships with leading digital asset and TradFi financial institutions, and a diverse, international team now over 250-strong.

Presentation of the 2024 half-year results for the Julius Baer Group

Julius Baer is now regaining its momentum.

Bellevue Group reports net profit

Half-year results for 2024

Wealth management is rife with conflicts of interest. Fee-based investment is the way forward

The challenge lies with the need for consumers to distinguish the services worth paying for.

Alternative Assets: Objectway Client Portal Debuts with Sagitta Sgr

The new tool developed by Objectway

Deutsche Bank reports first-half 2024 profit before tax of € 2.4 billion; € 3.8 billion excluding Postbank takeover litigation provision

These results reflect Deutsche Bank’s operating strength. In the first half year our underlying profitability was the highest since 2011, which demonstrates the success of our strategic execution.

UBS to sell the Credit Suisse Insurance Linked Strategies Ltd business to its management team

Upon closing, CSILS will operate independently from UBS under a new name and will continue to manage the funds and single investor fund mandates.

Morningstar: UBS’ Wealth, AM Profit Share to Rise

Already dominant businesses within UBS, wealth and asset management are forecasted to become even greater profit contributors following the integration with Credit Suisse.

Wealth and Asset Management