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

Meditation for investment professionals by Holger Mertens, Nikko AM

Most investors agree that markets are not fully efficient and that behavioural finance can explain a part of the markets’ inefficiency.

Weekwatch by St. James's Place

Over £280 billion is sitting in Cash ISAs4, and much of that money will have been there for more than five years.

Growth assets still favoured by Nikko AM

Recent volatility does seem like a one-off—call it a crowdsourced retail rebellion that managed to squeeze hedge funds in a small collection of heavily shorted stocks that sparked forced deleveraging.

Coutts CIO on building a £30bn wealth management business

Coutts is owned by NatWest Group, and has 12.5m clients across the whole of NatWest Group.

Well-known wealth management adviser joins fast-growing firm

The business has been growing over the last 10 months, with employee numbers now standing at 26.

HSBC to move top brass out of Canary Wharf in 'pivot to Asia'

The rejig comes just a year after HSBC announced plans to slash around 35,000 jobs over the next three years

Upgrades Everywhere by Gary Dugan

The global economy has far more momentum than previously thought. In the past week, economists have been moving their GDP forecasts up by 1-2%.

Sprouts of spring by Rathbones

Softly, softly is the idea this time round.

Schroders to form China wealth management venture with BOCOM

The new wealth management venture, based in Shanghai, will be 51% controlled by Schroder Investment Management Ltd, and 49% owned by BOCOM Wealth Management Co.

January Jitters Don't Change Our Positive Outlook

Hopes were high at the start of 2021 as investors looked towards the economic recovery

UK private bank reportedly up for sale

Business is worth around £50m

FNZ continues fight over blocked merger

FNZ has defended its position and why the deal should go ahead after the Competition Appeal Tribunal referred the matter back to the CMA so it could reconsider its decision.

Barclays eyes growth in UK wealth management

It will be ‘further expanding’ services to support its ‘premier and investment customers’

Leading Asset Managers Make Major Acquisitions Targeting Wealth Channels

An investment in new products and technologies that target individual investors and I don’t believe this cycle of investment is over.

Coutts and Adam-and-company [ 1] - Annual Results

The total AuMA figure has risen by £1.7bn (6%) to a total of £32.1bn and includes around £0.8bn in Net New Money into our investment products.

Surrey financial planning firms merge and look to avoid minimum portfolio sizes

This rhetoric was echoed by Philip Martin, managing director at Unique Financial Planning.

Quilter's Guide to the Budget - what is up for consideration by the Chancellor?

The government needs to decide how it pays for the increase in borrowing to fund its response to Covid-19

Multrees plans to double client base in five years

Putting these growth plans into action will be four new sales team members who together bring with them extensive experience

Our top tips on how philanthropy can save the planet – an interview with our Global Head of Philanthropy, Dr Maximillian Martin

Philanthropists have earned or inherited a fortune, and they want to use their money for the greater good.

Retirement planning tips for Generation X

The sandwich generation faces a tsunami of financial pressures, which underline the importance of a long-term plan - and the value of advice

Wealth and Asset Management