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

NextGen partners with Financial Adviser Mentorship

Over the past six months FAM has provided webinars and exam support using a network of volunteers including well known members of the financial planning profession.

Sanne Group – offer rejected despite hefty premium

Cinven is now considering its position, although there can be no certainty that an additional offer will be made.

Gilbert’s AssetCo acquires Saracen Fund Managers

The acquisition is conditional the admission of the new shares to trading on AIM, which is expected by the end of September.

Take Shelter 3.0 by Tim Price

If Take Shelter caught the spirit of the times in the years immediately after the Global Financial Crisis, on a third viewing (at least to this correspondent) it absolutely nails the current global dystopia, and how life feels after western governments ha

ABN AMRO reports a modest loss of EUR 54 million for the first quarter

Based on the current economic outlook, we expect the bank (excluding CIB non-core) to have a cost-of-risk at or below the cycle guidance of 25-30 basis points in 2021.

Brewin Dolphin Holdings Interim Management Report

For the Half Year Ended 31 March 2021

Digital exuberance: the £1,000,000 banknote revisited

Digital coins are more divisible than Twain’s £1,000,000 banknote.

Apex introduces Outsourced SPAC COO Solution

This announcement supplements the existing broad range of local solutions

Guardian Wealth Management brand dies as Skybound takes full control

In addition to a client book of repatriated investors, Skybound said it also provided advice on UK focused products such as ISA's, income protection and pension planning.

ECSRC confirms new qualifications regime with CISI

The CISI is the not for profit, global membership body for those working in capital markets, wealth management and financial planning, with 45,000 members in over 100 countries.

Inside Pictet, the Secretive Swiss Bank for the World’s Richest People

While overall attrition at Pictet Wealth Management stands at an all-time low of 2.8%, the evacuation of longtime talent has reverberated through the corridors of the five-story modernist headquarters.

Investec and All Together team up to support CEOs

This union will enable both Investec and All Together to share insights and expertise

Schroders strikes deal with Howard Marks’ shop for credit fund

Asset manager unveils new strategy with US-based alternative investment specialist.

Schroders Studied M&G Deal to Build $1 Trillion Asset Manager

Deal would have been largest in U.K. finance industry in years

Tilney Smith & Williamson toasts merger with £52bn AUM

The merger has created a business with an unrivalled range of expertise spanning both wealth management and professional services.

Wealth firms partner to set up Malta advice company

It will provide pensions and investment services to UK expats retired in the EU

Close Brothers Asset Finance and Leasing launches 3rd Sales Academy

Full and intensive training is provided, comprising classroom-based learning, mentoring and practical ‘on-the-job’ training.

Law firm sets up UK wealth management service

It will provide advice on a range of issues including succession planning and cross-border estates

Rothschild & Co: 2021 – 1st quarter release

Revenues up 3% to €134.3 million (Q1 2020: €130.8 million) driven by an increase in management fees in connection with the strong growth in AuM

Wealth Managers: Time to Shift your Technology Priorities

Do we continue to invest in front and back office technology solutions? Can we keep pace with the burden of administrative and regulatory change?

Wealth and Asset Management