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

Loveday & Partners joins Titan Wealth

The company’s directors and its team of advisers and administrators will stay with the business

Tatton tops most recommended MPS table

The previous most popular MPS investment solution, Timeline Classic 50, fell to fifth in the latest tables compiled by data provider Defaqto.

MKC Wealth named as one of the ‘Best Financial Advisors to Work For’ in the UK

These combined scores then determined the top firms, with 25% of the total score coming from the first part and the remaining 75% from the process’s employee survey element.

HSBC Global Private Banking: Revisiting your wealth plan as uncertainty abounds

HSBC Global Private Banking’s multifaceted wealth planning and advisory teams can help UHNWs future-proof their assets ahead of UK and global elections

Entries open for fourth annual PIMFA Diversity & Inclusion Awards

Businesses both large and small will have examples of innovation aimed at improving their inclusivity and performance, which in turn drives positive change across the industry.

Investments & Wealth Institute Announces Changes to its CIMA Certification

The Certified Investment Management Analyst certification program has been updated to reflect the current knowledge, skills and capabilities needed for today’s advanced practitioner.

LUKB's quarterly financial statements as of March 31, 2024

Growth by broadening the earnings base is once again a priority objective for our bank this year.”

Leonteq and Raiffeisen extend cooperation until 2030

Leonteq will also continue to distribute Raiffeisen issued products through its own distribution channel in Switzerland, Europe and Asia.

Artificial intelligence – The new wave of innovation

The latest generation of technology has been sweeping headlines for the past year and grabbing investors’ attention.

Eurazeo launches private markets fund for European wealth managers

The strategy is the result of a collaboration between the French asset manager and alternatives platform Moonfare and is part of an effort to boost its European fundraising.

Merchants’ painful SJP call as Close blow adds pressure

Merchants Trust’s post-pandemic recovery stalls as the UK equity income fund’s annual results show a double blow from FCA interventions against two holdings.

The digital frontier: how tech-driven wealth management is transforming multi family offices operations

The adoption of these technologies signifies a departure from traditional methods, leading to more efficient, secure, and individualised financial strategies.

Rumors about a coup by LGT in Germany

In addition to LGT and LLB, which also comes from Liechtenstein, Swiss financial institutions are also currently expanding into German private banking.

Private banks place importance on Asia desks in Switzerland

Ongoing geopolitical tension and desire for booking diversification has kept desks serving wealthy Asian families in Switzerland busy, despite concerns from Chinese clients.

Swiss banking plan leaves 'relieved' UBS out of immediate firing line

Switzerland said that capital demands could be adjusted to reflect exposure to international subsidiaries, as well as lenders' governance, complexity and profitability, without setting specific thresholds.

Wealth management firm launches with £35mn funds under advice

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

St James’s Place advisers owe £920mn in business loans

Debt extended for purchases of partner firms’ client books shows extent of key scheme in wealth manager’s model

Hampden & Co reports strong client and profit growth in 2023

To meet the increased demand and deliver the personalised service expected, the bank grew the number of employees by almost a quarter (23%) to 154.

Year end trading summary and date of full year result

As a result of these substantial inflows, Mercia has begun the new financial year in a strong position.

Wealth Management tech solution wins at WealthBriefing European Awards

Laserfiche enables organisations to digitalise their business processes and manage their files effectively

Wealth and Asset Management