Managers of Wealth Europe

Deutsche Bank WM to launch funds focusing on CIO views

Clients will also be able to add thematic investments to their core allocation.

Trust has one key mission - to preserve the 'real' value of investors' wealth

'It's a trust that private investors, charities and wealth managers all like,' says Lyon. 'It's broadly diversified and they like the fact that we aim to protect wealth in real terms.'

Queen's banker bullish on 'unloved' UK stocks

Johnson's insistence on completing a deal by the end of the year may stoke market risk if months tick by with little progress.

Charles Derby Group rebrands to Quilter Financial Advisers

Quilter Financial Planning is one of the UK’s largest distributors of advice, with over 3,900 advisers.

BTG Pactual opens first Europe wealth office to tap Brazil expats

The Lisbon office will focus on ultra-high net worth, high net worth and mass affluent clients in Portugal while also acting as a gateway for European individuals looking to invest in Brazil.

New business results for the six months ended 31 December 2019

The three months ended 31 December 2019 are referred to as “Q2 2020” throughout this document.

This Software Technology Firm is Reshaping the Asset Management Industry

Wealth, using artificial intelligence and machine learning, is resolving market issues through high-tech applications

2020 outlook for asset & wealth management industry

The topics of consolidation, regulation and innovation are front and center

Crestbridge and Willow Street announce fiduciary services US joint venture

A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.

Union Bancaire Privée’s assets under management rise

Assets under management reached CHF 140.3 billion

Deutsche Bank Zeroes in on Management Board Bonuses After Cuts

Lender has already decided on 30% investment bank bonus cuts

Tilney hits regulatory hurdle in £625m deal with S&W

Both parties continue to believe that a merger of Tilney and Smith & Williamson represents a significant opportunity to create the UK's leading wealth management and professional services business and remain fully committed to the merger.

Close Brothers - Trading Update

All statements in this release relate to continuing operations over the five months to 31 December 2019

BNP Paribas Wealth Management presents its 10 most relevant investment themes for 2020

Three themes offering alternatives for investors with a more conservative risk profile and offering solutions in lower volatility assets

Quilter CFO on creating value through deal-making

Mark Satchel reveals in an interview how undertaking numerous acquistion and disposals helped him become the finance chief of the FTSE-250 wealth manager.

UBS sells B2B fund distribution platform to Clearstream

As part of the transaction, UBS and Clearstream will enter into long-term commercial cooperation arrangements for the provision of services to UBS's Global Wealth Management and Asset Management business divisions

KBI Global Investors welcomes BofA/Moynihan campaign to bring common standard to alignment of investments with SDGs

The Dublin-based manager aligned its investment strategies with the SDGs from their inception

Warburg Pincus Said to Mull Deal for Wealth Manager Quilter

Any purchase of Quilter would add to a flurry of take-private deals in the U.K., which could accelerate now after Boris Johnson’s election brought more certainty to the planned separation from the European Union.

The Best Hotels In Channel Islands For Business Travelers, 2020

Accommodation can cost you dearly and you must find yourself a reasonable deal which suits your budget

A year in Donate a Days; why compounding isn’t just relevant to investing...by Penny Lovell

I’m excited to see what fantastic new charitable initiatives will be pursued by Sanlam employees in 2020 and beyond. Come to think of it, I think I might have 9 spare pairs of shoes to donate…

Wealth and Asset Management