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

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

Evolving Trends in Outsourcing Models for Wealth and Asset Management Firms: Objectway’s Response to Growing Client Interest

Firms must consider their operational capacity, skills, return on investment, and the desired level of client engagement.

Former RBS wealth management brand returns to Glasgow following takeover deal

That deal has now been completed, with the Glasgow business operating under the Adam & Co name going forward.

Canaccord Genuity Group Inc. through its wealth management business in the UK, announces completion of acquisition of Intelligent Capital

Operating under the Adam & Company brand, the combined teams become a significant wealth management business in Scotland with further growth potential

Property tops biggest wealth manager trust trades in Q1

Rathbones, Quilter, Brooks Macdonald and RBC Brewin Dolphin have all tweaked exposure to property and infrastructure since the start of 2024.

Lescaudron affair: In the end the bank loses

The big bank is stubbornly defending itself against this – as is currently the case in Singapore.

Private wealth sellers fuel £1.7bn Impax quarterly outflow

After fresh outflows, the sustainable fund firm notes that sentiment towards green investing is improving with assets under management rising to £39.6bn.

Increased pension annual allowance fails to entice higher earners

According to the survey, the average pension contribution for HNWIs was £35,400

Hampden & Co increases employment and profits in FY23

Hampden & Co, a UK private bank has shown that new client numbers increased by nearly a fifth (19%) in FY2023.

UBS prepares for Switzerland’s ‘too big to fail’ regulation; EU banks at ESG rule disadvantage, warns industry group

Plus: Santander UK withdrawing from Lending Standards Board, and more

Trinity Investments, Funds Managed by Oaktree Capital Management

The acquisition marks Trinity’s entry into Europe and extends relationships among the three firms

Pictet WM's Jia on its endowment-style strategy for structured products

The firm’s multi-asset DPM head sees higher cash rates and lower equity volatility as opportunities for certain structured product plays.

TISE reports strong growth in new listings to begin 2024

The total market value of all listed securities stood at more than £670 billion at the end of the quarter.

Fund house is tired of the teasing about its name

At the fund house you now feel like you are in the schoolyard.

WealthSelect hits pause on adding to fixed income as inflation risk could delay rate cuts

The team believe the risk of a Fed induced hard recession has been reduced and the likelihood of a hard, soft or no landing is balanced.

SJP expands VR adviser training with CII course

The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.