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

Goldman Sachs raises 12-month gold price forecast to $2,000

Goldman has also raised the three-month and six-month price forecasts to $1,800 and $1,900, respectively, from the previous projection of $$1,600 and $1,650.

Chase de Vere reveals £3.85m IFA acquisition

Firm says that its ‘actively looking’ for other businesses to join its operation

Will UK wealth raid throw existing IHT plans up in the air?

‘Huge implications’ if changes made to domicile, seven-year gifting rule and taper relief

Why we think the recovery will be U-shaped

We've gone from predicting a V-shaped recovery to a U-shape, given the difficulties of lifting lockdown.

Transferring wealth: Establishing trusts for multigenerational succession planning

Due to the excellent and professional experience the client had with Vistra, the Settlor of the Trust decided to contribute additional trust funds to the structure.

CS and UBS investment banking and WM earnings could drop, says SNB

‘Both of the globally active Swiss banks are well-placed to face the challenges posed by the current difficult environment and support the real economy,’ according to the report.

Strong May helps wealth managers cut year’s losses to single digits

All of ARC's four private client indices recorded their second consecutive months of positive performance in May, as the sharp rebound from the mid-March lows continued.

How companies can continue to stay relevant in the WealthTech market

GBST was founded back in 1983, when the financial technology sector was still embryonic

Magdalena Różycka shortlisted at the Top Woman in Real Estate Awards

Magda is a seasoned professional with nearly 20 years of valuable experience in the area of accounting, financial reporting and international taxes.

Consolidator makes ninth acquisition

In November 2019, it was in active discussions with more than 20 local IFA firms.

Stock Take by St. James’s Place

The UK faced new forecasts of falling house prices; gilts carrying negative yields; a rise in job losses; a dramatic scaling back of businesses’ investment plans

Wealth manager launches £20m global equity fund

The fund will be managed by the Equilibrium investment team and launched on Monday (June 15).

Fairstone partners with MT Financial Mgmt in 6th BDO deal this year

This latest deal with MT Financial Management marks the start of this phased pre-acquisition process

COVID-19: Private wealth managers entered recession in good nick

The cost-to-revenue ratio also improved after a couple of stagnant years, driven mostly by higher revenues significantly outpacing growth in costs.

No-deal Brexit fears trigger investors to seek international options

“The pace of this trend is likely to increase over the next few months as the issues look set to ramp-up.”

IWP acquires Richmond House Wealth Management

Richmond House Investment Management will add to the scale and depth of investment management expertise across the IWP group.

Tatton eyes asset management expansion as inflows and profit soar

The group hopes to capitalise on a strong year to become a ‘true asset manager’.

Hinduja Scion Takes Over at Family's Swiss Bank

Hinduja said he will pursue wealth management as well as business with entrepreneurs to do so

Financial advisers and wealth managers see uptick in client demand for sustainable investments

The importance of sustainable investing is underlined by the fact that 86 per cent of advisers said that they are now incorporating sustainability questions into the client fact find.

Wealth Management: After The Storm

We see HNW wealth declining by 4 percent or $3.1 trillion in 2020, a major departure from the previous decade’s consistent annual growth trajectory.

Wealth and Asset Management