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

Swiss fund awards group nominees for 2024

The winners of 12 categories will be announced on 21 May in Zurich.

The six unknowns at the UBS general meeting

Above all, today's Wednesday marks the first regular shareholder meeting since the official takeover of Credit Suisse (CS) last June.

Mirabaud launches five-year fixed-maturity bond fund for rated managers

Designed to be held to maturity in December 2029, the strategy is designed for European investors to get ahead of anticipated rate cuts by locking in higher yields now.

Syz Group with significant increase in profits in a difficult environment

The result represents an increase of 16% compared to 2022 and shows the resilience and robustness of the group.

Abrupt CEO departure at Banque Havilland

The private bank Havilland did not actively communicate its 2023 results.

GAM Holding AG publishes AGM agenda

To support the implementation of GAM’s strategy, the Board of Directors proposes to shareholders to approve an ordinary capital increase by way of a rights issue.

Helvetica slashes management fees on all its funds

Company says revamp reflects its confidence in funds’ long-term future.

UBS gets backing for capital plan, Ermotti pay from Norway wealth fund

The move could come at a cost for shareholders, who could see their holdings diluted in a crisis.

Pictet targets $400m with new environment tech Eltif

The Article 8 strategy co-invests with ‘all the big names of the private equity world’.

Five waves of UBS layoffs to start in June, SonntagsZeitung says

Most of the cost savings are set to come from cutting staff and analysts have estimated between 30,000 and 35,000 jobs could go globally.

Local success & global expertise: how a focus on entrepreneurs boosts Julius Baer in the UK

The UK wealth market is a competitive industry, but thanks to Julius Baer’s focus on pure wealth management and highly personalised service, the firm is poised to grow its regional footprint further.

Ludlow Trust announces purchase of C. Hoare & Co’s trust business

The deal marks a significant milestone in Ludlow Trust’s growth.

ABN AMRO is doubling the number of Help with Banking advisers

Banking is becoming increasingly digitalised and also easier for many.

Coutts' approach to investing

How we decide where to invest our clients’ money – and how it’s working out.

EQT readies infrastructure fund for wealthy clients

The Swedish private equity group is preparing several products for the segment and expects it to make up 15% to 20% of the overall fundraisings over time.

Geneva-based Pictet AM debuts AI-powered global equities fund

The Luxembourg-domiciled fund will target an annual return before fees of 1.5% above the MSCI World index

Brooks Macdonald funds under management rise in third quarter

During the third quarter, organic net new business fell by GBP294 million or 1.7%, but this was more than offset by investment performance rising by GBP642 million or 3.7%.

New wealth management firm launched near York

The company, based near Pocklington, will cater to the financial needs of business leaders, landowners, and high net worth clients.

Structured products proposition wins Best Performance Benelux award

The SRP Structured Products Awards are the most prestigious prizes within the industry and have been established to review the best-performing products and distributors of structured products in Europe.

A new chapter begins for Pictet in the summer

The wealth management boss for German-speaking Switzerland has been in office for a year and is now really getting started.

Wealth and Asset Management