Managers of Wealth Europe

Australian wealth fintech company targets Ireland

Consumers are increasingly using digital tools for many of their daily banking, shopping and entertainment needs.

Pictet Wants Bomb Makers Cut Off From Finance

The weapons targeted by the initiative cause indiscriminate or disproportionate harm and their use is banned or restricted under international conventions, Pictet said.

Catella and Söderberg & Partners in strategic partnership

Catella’s ownership in the joint venture structure is expected to generate positive cash flow

Investec AM senior management look to increase stake to 20% ahead of spinoff

Listing as a separate business

Financial management firm reveals Northern Ireland expansion

Currently Tilney has 10 staff in Northern Ireland, including five financial planning experts.

JTC secures additional funding from Santander

JTC has successfully completed two recent acquisitions, both supported in part by the funding from Santander.

St. James's Place reveals acquisition of protection firm

They have achieved this by focusing on the value of relationships and with an ethos that is very similar to our own – to provide the highest level of advice to clients so that their needs, and those of their families, are met long into the future.

Wealth management comes of age in Germany

But still the wealth management industry is in its relative infancy.

St James's Place acquires protection specialist

The new arrangement sees Future Proof become part of the St. James’s Place Group, supporting the wealth manager’s Partnership through the provision of specialist protection advice.¹

Value Idea Contest: Credit Suisse as a Value Investment?

Credit Suisse is the second largest bank in Switzerland and is famous for being a safe haven in the money world

BMO expands business with fiduciary management offering

It further noted that its responsible investment team will provide voting, engagement, ESG research and risk tools to investment teams across its business.

Alfa-Bank owners discuss sale with VTB and UniCredit, sources say

Proprietors including Mikhail Fridman deny attempt to sell Russia’s largest private bank

Credit Suisse capital return plans risk disappointing investors

Bank will commit to ‘significant’ buyback but amount ‘nowhere near’ analysts’ estimate for next year

Wealth Management firm plans for growth

A strong financial performance in recent years has enabled us to reinvest and develop our team which includes chartered financial advisers and para planners.

The 2019 investment horizon – the big trends coming down the track

Ideas from the CIO at Canaccord Genuity Wealth Management

Buxton reveals plans to grow Merian

Mr Buxton and his colleagues own Merian in partnership with private equity house TA Associates, so the company is not listed.

LOIM launches UCITs version of TerreNeuve strategy

The UCITS Fund will target high single digit net returns, with a volatility of approximately 6-7%.

Syz Group launches private markets investment unit

The new unit will have two core pillars. One of them is a multi-manager fund that will evaluate absolute and relative value opportunities leveraging a proprietary asset allocation model.

Lombard Odier offers sustainable market neutral fund

Fund manager Arnaud Langlois joined Swiss fund house in February

point launches FX solution for wealth managers

.point is chaired by a popular figure in the world of wealth management - one John Elder.

Wealth and Asset Management