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

Van Lanschot Kempen receives regulatory approval for acquisition of Hof Hoorneman Bankiers

Van Lanschot Kempen expects to complete the integration of Hof Hoorneman Bankiers clients, employees and investment funds by the end of 2021.

Private Equity Firm Eyes SW Expansion with New Investment

It is estimated that the overall wealth management market comprises about 12,000 advisory firms, of which almost 3,000 are owned by principal owners already in their 60s, or turning 60 in the next couple of years.

IQ-EQ shortlisted across three categories in 2021 Citywealth IFC Awards

IQ-EQ is up for the title of ‘Trust Company of the Year’ for both Hong Kong & Singapore and Guernsey for the second consecutive year.

Cantonal bank hunts for corporate centre head

The person would be in charge of developing and expanding the institution’s business within the Wil and Toggenburg areas.

Brewin Dolphin helps family lawyers navigate settlements with expert advice

Their advice is focused on helping family specialists and their clients navigate the divorce process though the often-combined service of a financial planner and investment manager.

Wealth firm buys Isle of Man insurance and pension group

Deal adds around £500m in assets under management

Prepare for a new year’s rotation

This macro reflation scenario has been confirmed week after week by economic data and is supported by the promise of ongoing accommodative support from central banks.

Credit Suisse chief vows a ‘clean slate’ in 2021

Thomas Gottstein seeks to move on from a year that began with corporate spying scandal and was punctuated by legacy issues

At Banque Havilland, Abu Dhabi’s Crown Prince Was Known as ‘The Boss’

A private bank in Luxembourg provided special treatment, including advice on how to attack Qatar’s financial markets.

Pin put in plans to combine PraxisIFM and Oak Group

Both companies are going through a period of change and it simply wasn’t the right time.

PE firm sets aside millions to buy into advice sector

Private equity investment has become a prominent theme in the wealth management landscape in recent years.

Lessons from 2020

Academics have argued for years that the US is past its best.

Schroders completes acquisition of wealth management family office specialist

The founder of Sandaire, Alex Scott has remained with the business and taken the role of Chair of Schroders Global Family Office Services.

‘Get what you need’ – Guernsey’s appeal for funds

The development of economic substance requirements has also served Guernsey well

IQ-EQ assists Cordovan Capital Management with first institutional fund launch

The new fund is aiming for its first close imminently and will be targeting a total AUM value of £50 million.

Ocorian shortlisted in three categories in Citywealth IFC Awards 2021

Judged by an international panel of highly respected practitioners from all private wealth sectors covering all the jurisdictions, the winners are those judged to have excelled in achievement, innovation, expertise and service.

Private Wealth Financing Sustainability - Guernsey case studies

Guernsey has also been forefront in the development of world-leading green products and services - including launching the world's first green fund regime in 2018.

MAST 2021 Outlook: The Great Normalization

After a challenging 2020, we are optimistic 2021 will be much better although it may take a few months to get the pieces in place for a pronounced recovery.

Use the Christmas period to get on top of your finances

Now is the time to take stock and make sure you’re financially fit for the coming year

Are you leaving town?

Their motivation will more driven by virus fears, avoiding crowds and increasing crime rates.

Wealth and Asset Management