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

Quilter AUM grows by 7%

Fourth quarter gross sales of £2.8 billion (2019: £3.5 billion) and net inflows of £0.4 billion (2019: £0.5 billion).

Family Business Survey 2021

For many family businesses, a sense of shared purpose can be more important than anything else.

Guernsey funds industry continues to flourish, says Monterey Insight report

Total fund assets serviced in Guernsey were up to $428.4 billion, with numbers of serviced schemes and sub-funds also increased.

Global Registration Services - Market Update Q4 2020

The aim of the Q&A is to ensure that the content requirements are met.

Belluzzo International Partners merges with Mercanti e Associati in Italy

The merger strengthens our position in wealth, tax and finance law

Unresolved Issues by John Wyn-Evans, Investec

What are the continuing effects of the forces that have been driving markets for the past twelve months?

Diary of a Fund Manager - Two Pillars

In amongst all the distractions, focusing on what really matters will be the key to investment success.

Financial advisers’ embrace of digitalisation tested by pandemic

More firms are finding the value of tech to upgrade operations and improve customer experience

Standard Life Aberdeen puts bonuses on the back burner

New CEO Stephen Bird reportedly told staff not to expect a bonus in a videoconference call last week.

Private equity swoop on AFH in £225m takeover bid

National advice firm AFH Financial has received a £225m cash offer by US-based private equity firm Cortina Bidco for a takeover of the business.

Scottish IFA makes first foray into acquisition market

Dundee-based Thorntons Investments has acquired two Scottish advice firms.

Launch of IFFO to support the global Family Office ecosystem

For many years, AFFO has been meeting with its foreign counterparts in order to better understand the way in which they operate and the specific characteristics of the family offices in each country.

Covid-19 One Year On: Exposing Inefficiencies Towards a New Paradigm in Wealth Management

After almost a year living and working under the “pandemic siege”, we can now see how financial institutions have responded to these issues.

Zug boutique launches Swiss equity ESG fund

The portfolio should support achieving the Paris climate goals and the United Nations Sustainable Development Goals.

Credit Suisse launches meta thematic fund

The new fund will tap existing strategies such as security, robotics, digital health, edutainment, environmental impact and infrastructure.

Darlington financial planning firm acquired by wealth management group

This acquisition further strengthens our national network giving us an additional local office in the important Darlington, Teesside and North Yorkshire region.

Everything is up by Rathbone Brothers

Markets have had a stellar run, despite mixed news on inoculations. It’s in everyone’s interests for asset prices to remain high, but that’s no guarantee they will stay that way. As always, diversification is key.

Act big

The CIO’s view of the week ahead.

A Positive End to a Remarkable Year

We reflect on markets in December and how we navigated the ups and downs of 2020.

JM Finn agrees terms on new headquarters

The firm has agreed to take the 5th and part of the 6th floors at 25 Copthall Avenue, just a short walk from it’s existing headquarters in Coleman Street.

Wealth and Asset Management