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

GAM expects CHF 30m IFRS net loss for 2021

The Group expects to report an IFRS net loss after tax of approximately CHF 30 million for the full year of 2021.

Banque Heritage launches Fund Representative and Fund Distribution Advisory services

The issuer is solely responsible for the content of this announcement.

Positive outlook and improving fundamentals

Macro and micro conditions in 2022 should be positive for credit markets, says Mohammed Kazmi, Portfolio Manager and Macro Strategist, in this podcast with Bernard McGrath, Senior Investment Specialist.

Suntera Global enhances Channel Islands’ presence with acquisition

The acquisition of specialist fiduciary services provider, Nedgroup Trust, which is subject to regulatory approvals, will strengthen Suntera Global’s offering as well as extend its reach into an additional tier one jurisdiction in Guernsey.

Tavistock acquires financial planner for £3.7m

The acquisition, conditional on regulatory approval, comes after a number of changes for Tavistock Investments.

ADAPA Advisory Announces Wealth Management Advisory and Consulting Partnership with IAWMC

Adapa Advisory provides strategic insights and pragmatic advice to help financial institutions enhance their business performance in the post trade and securities services arena.

VP Bank and Leonteq to collaborate on structured products

This partnership will create a guarantor in the form of a Liechtenstein-based bank with an “A” rating from Standard & Poor’s.

Schroder’s Benchmark Capital buys wealth firm

It will take client assets to £2.1bn, with more deals in the pipeline

Succession Wealth adds £1.4bn AUM with IFA purchase

“This has been a busy period of corporate activity, but our strategy remains focused jointly on continued organic growth and strategic acquisitions only where we believe they add value to both parties.”

Highvern announces acquisition

The acquisition, completion of which is subject to regulatory approval, will expand Highvern’s offering across the Channel Islands and signals a strong commitment to and investment in the Guernsey marketplace.

Global financial services firm seeks Asia wealth expansion

He said the focus would range from investments to credit, estate planning, succession planning, and tax planning.

Coutts leader reveals plan to be 'best private bank in Scotland'

Adam & Co sale to be finalised in July, with clients in process of being lured to the RBS wealth management division

Wealth Management: The digital shift

Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.

Brooks Macdonald Group Quarterly Announcement of Funds under Management

Total Group FUM at £17.3 billion (30 September 2021: £16.8 billion; 30 June 2021: £16.5 billion)

Catching falling angels, avoiding falling knives

How does our strategy capture well-suited fallen angels while avoiding potential falling knives?

Future of Wealth Management

Harvesting the Power of Data and Technology

British fund manager abrdn seeks China wealth management partner - chairman

China's wealth management market reached 27.9 trillion yuan ($4.4 trillion) as of September last year

The 2022 Spear’s 500 is out now — and the bible of wealth management is bigger than ever

But this year’s print guide – which you can buy here – is different in one very important respect: it includes more profiles than ever.

Zug firm buys four German WMs in DACH consolidation plan

As part of the changes, Gregor Korte and Jens Jüttner will also join the management of the holding company.

Lombard Odier Investment Managers launches Fallen Angels Recovery strategy

Our market leading investment team, which combines fundamental credit analysis, systematic capabilities and crossover experience, is committed to capture these opportunities and generate attractive returns for our clients.