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

Julius Baer says don't cut Big Tech and investment grade credit

Rival private banks have been turning angsty on the valuations of the US tech titans and high quality corporate bonds, but the Swiss pure-play remains a staunch bull.

'Wealth managers should collaborate with family offices to serve HNW clients'

The report found UHNWs have increased the number of relationships they have with a wealth management firm from three in 2020 to seven in 2023.

LOIM launches earnings-surprises big data hedge fund

The DataEdge strategy is opened for the first time to external investors and in the Ucits format.

Indosuez Wealth Management launches the 'StartUp Connections' in 4 countries

Developed by the Indosuez Innovation Lab, StartUp Connections lists over 100 international startups in the fundraising phase or in search of business relationships.

Pictet Alternative Advisors buys Technology Services Group

Second UK investment by direct private equity team

Mediobanca strengthens in European advisory services with the opening of a new office in Germany

Corporate and Investment Banking Division Consolidates its Specialization in MID Corporate deals at international level

Schroders publishes its first impact investment report

Schroders Impact Report provides a comprehensive summary of the tangible impacts being delivered by our Impact Driven investment range.

TISE reports sustained listings growth in first half

The total market value of all listed securities surpassed the £700 billion mark for the first time, reaching £708 billion at the end of June.

Asset manager: Credit Suisse leaves a gap

The disappearance of CS is a loss, especially in the corporate banking sector.

Franklin Templeton calls time on Euro Core Plus Bond fund

Firm to rationalise Western Asset fund following review.

Citywire Scotland: How wealth managers laid the ground for Labour

In a pre-election interview at our Citywire Scotland event, two wealth managers shared how the were positioned ahead of the 4 July vote.

BBVA shareholders grants capital increase for merger of Banco Sabadell

The merger will provide Banco Sabadell stockholders a 16 %interest in the bank along with a very attractive premium.

Union wins 10.5 percent pay increase for bankers in Germany

In recent months, together with the German Bank Employees Association, it has been involved in a so-called wage dispute with the Bank Employers' Association, which represents private banks in Germany.

Chartered UK adviser Skerritts Group adds £400m AUM with acquisition of KMG Independent

This brings the number of deals that Skerritts Group has completed since the Sovereign investment up to nine

INVL Family Office expands its geographical reach – a branch in Estonia will provide investment services

he INVL Family Office branch in Latvia was authorised to provide investment services in January this year.

UBP lays the foundations of a pragmatic sustainability offering

At UBP, this means adopting a pragmatic, patient, and professional approach to anticipating risks and opportunities, and convincing all stakeholders of the importance of striving for that.

UK general election: What will a Labour government mean for your personal finances?

We analyse the new government’s manifesto and how its finance-related pledges could impact you.

Liechtenstein Family Foundation for German Succession Planning and Asset Protection

Liechtenstein foundations provide robust asset protection, shielding real estate from personal creditors, legal claims, and family disputes.

Things are looking up for hedge funds

At the beginning of this century, hedge funds enjoyed huge popularity, particularly as they represented a significant element of diversification in portfolios and offered attractive performances that were decorrelated from traditional assets.

Mirabaud and Regnan funds gain Square Mile rating

While FSSA Japan Focus was stripped of its ‘Responsible A’ rating

Wealth and Asset Management