Managers of Wealth Europe

Lombard Odier named Private Bank of the Year

Lombard Odier beat off stiff competition to win the ‘Private Bank of the Year (International)’ title from three other shortlisted banks: Goldman Sachs, UBS and Nedbank Private Wealth.

Kingswood Group aims for global expansion

“We want to grow UK assets to GBP10 billion with the same in the US and GBP2.5 billion in Asia.”

Tilney wins again at the FT awards

Tilney was also named Best Wealth Manager for Tax Services.

The wealth management industry needs to innovate

Wealth managers have invested heavily in their ability to offer the latest and most newsworthy technologies.

The Final Battle by Tim Price

A mature and sensible democracy would ask questions about the efficacy of government spending, as opposed to simply engaging in acts of chest-beating machismo over the size of the national chequebook.

Leaked document reveals the UK’s priciest wealth managers

It is notoriously difficult to compare these, as each firm will levy different fees. Several do not publish their costs online.

Here’s Why Millennials Are the Holistic Wealth Generation

Millennials are ambitious and want to earn a high salary and be wealthy, but they want to achieve this in a holistic way.

Norway fund shuns G4S over human rights violation risks

Many of G4S's employees in in Qatar and the United Arab Emirates are migrant workers who paid recruitment fees to join the company

The birth of £11 billion giant

Premier Miton launches

GAM closes multi-asset fund led by Hatheway

The fund had CHF 29.5 million in assets under management at the end of August.

Credit Suisse hunts for portfolio manager

They will also have to ensure client portfolios are invested in line with their investment objectives and risk targets.

Schroders Personal Wealth seeks to attract fresh clients to financial planning

Questions raised about how lucrative the approach will be as marketing campaign kicks off

Rothschild & Co: 2019 – 3rd quarter release

Nine months revenue was impacted positively by currency translation effects of €14 million

Woodford analysis suggests investors may lose a third of their money

The move to wind down the fund in October following a four-and-a-half month suspension sent shockwaves through the City and marked a stunning reversal of fortune for Woodford, one of the UK’s most high profile investors.

Succession Wealth opens Birmingham headquarters

Its programme of infrastructure and transport improvements makes it a thriving place to do business and a logical choice for our new head office.

Upwards bullying: reversing the norm

The effect on the individual who is bullied is the same whether they are a manager or a junior member of staff: it causes enormous stress and sometimes the individual can suffer long term damage to their health and well- being.

Brits taking unconventional routes to talk about finances

Some 4.2 million would engage with their social media followers or chat to a taxi driver

EFG reports on business performance and announces GBC appointment

The tension remains high as to whether the Swiss private bank EFG International can take the helm.

Family offices: much more than private investment businesses – Roelof Botha

Roelof’s team in London works with a wide range of clients, mostly international families

Top JPM strategist calls out ‘Armageddonist’ fund managers

In a note to clients yesterday, Michael Cembalest highlighted how investors would have lost out had they listened to warnings from a number of prominent financiers

Wealth and Asset Management