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

Lombard Odier Group reports results for first six months of 2021

This robust increase was supported by strong net new money flows over the six-month period, positive investment performance and market impacts.

TEAM is building for success in wealth management

As a new business, material growth is achievable through opportunistic and nimble investments in suitable businesses, while the medium and longer-term growth expectations from the wider wealth and asset management market could provide sustained revenue gr

Wealth management firm acquires South-West based advice firm

In 2016 Courtiers bought Oxford-based IFA JRH Asset Management.

Open Finance – A Wealth Management Silver Bullet?

But other demands could have an equally profound effect on wealth management.

Ascot Lloyd 2020 full year results: Strong growth despite the impact of COVID-19

Strong growth despite the impact of COVID-19

Sanlam to wind down adviser network

It is believed Sanlam had been looking for a buyer for the network before making the decision to wind it down.

Raiffeisen in Rude Health Amid C-Suite Crisis

Raiffeisen, which took in 10 billion francs in new client deposits in the first six months

SJP ordered to pay clients’ tax bill after suitability ruling

The Financial Ombudsman Service has told St James’s Place to pay out over advice that led to two clients incurring an avoidable CGT bill on £600,000 of savings.

Greg Morris has purchased Personal Capital Management

Austen Morris Associates International already has a presence in Mauritius, being the holders of a Global Business – Investment Advisor (Unrestricted) license.

Diary of a Fund Manager - Fickle Friend

At ground level for investors are the companies we may choose to invest in.

Waverton Multi-Asset Income Fund receives FE 5 Crown rating

They are frequently used by professional advisers to screen for the best performing funds in a sector and at a factsheet level are used as part of an adviser's paper trail to show thorough and rigorous research has been undertaken.

Goldman Sachs to buy Dutch asset manager

Offers a broad range of equity and fixed income products, with a strong Environmental, Social and Governance (ESG) integration across its business.

British retailer enters wealth management market

The partnership's target is for 40% of its profits to come from outside retail by 2030.

Stonehage Fleming launches first Global Sustainable Equity Fund

Since launch, the Fund has already attracted over $106 million in assets from private and professional investors demonstrating clear demand for global sustainable equity strategies.

Data divide: The financial cost of a disconnected retail and wealth management system for firms and investors

Wealthy investors use credit cards, make payments, and take out mortgages.

Level Up Client Communication In 2021, And Beyond

In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.

Martin Gilbert: Asset managers must be paranoid to survive

The sector is estimated to have about $110tn in assets under management. For decades, it has enjoyed material growth in AUM and profits supported by global growth, rising financial markets, and an increasing population of savers.

SJP's Black Interns Matter success highlights need for D&I

Following the initiative's soft launch a year ago, Black Interns Matter now has Black Interns Matter Access, the Black Vacation Scheme and Black Lawyers Matter Mentoring.

JPMorgan, Lloyds moves may spur more wealth management fintech deals at UK banks

Big banks, which have gathered huge levels of deposits during the coronavirus pandemic, are seeking ways to bring down costs associated with their large, complex distribution networks

VP Bank Doubles Profits Amid Some Caution

In contrast to our competitors, sustainability is also the new standard for VP Bank’s interaction with advisory-only clients and not just our discretionary mandates.

Wealth and Asset Management