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

Tilney Sustainable MPS adjusts portfolio amidst dire market conditions

Recent re-balance

Weathering economic turmoil: keep calm and stay invested

While the macroeconomic outlook has indeed deteriorated, the media tends to aggravate the situation to maximise their audience.

All eyes on recession risks

All the evidence suggests that the consumer is still in robust shape.

The Strange Death - and Rebirth - Of Value Investing

“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” - Benjamin Graham.

Suntera Global completes Nedgroup Trust acquisition

Nedgroup Trust has a 70 strong team of staff across the Channel Islands, with 50 of those based in Guernsey.

MPC expected to increase Bank Rate to 1.0% in May

The latest Perspective from Ruth Lea CBE, Economic Adviser to Arbuthnot Banking Group.

Stonehage Fleming announces new appointments in Jersey

Bruce led the Fiduciary Legal unit to provide fiduciary and risk related legal advice

Finma extends protective measures for creditors of Sberbank

The measures were first introduced at the start of March.

‘Thrilled’ Appenzell family office obtains Finma licence

Egonon said the licence would elevate asset managers to a higher level of quality and provide investors with greater transparency.

Liontrust Asset Management PLC Extends Relationship with SS&C

Recently acquired Majedie Asset Management to leverage Eze Investment Suite

TWM WealthTech 2022 Report

In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.

SACCOS are digitising their financial services

Besides this cybersecurity remains high on their agenda while they also need to closely monitor and prevent any fraudulent activities.

7IM updates platform to streamline portfolio management

This upgrade has an extension also providing the ability to link and unlink client portfolios to specific models, the firm said.

Schroder Investment Solutions wins Best Model Portfolio Service at the Professional Adviser Awards 2022

Selected by a panel of independent judges, SIS was recognised for its standout range of model portfolios.

Entrepreneurs choose property over pension for wealth generation

The survey among entrepreneurs and wealthy individuals in the UK found that entrepreneurs are more likely than wealthy individuals overall to have amassed wealth through investment in property, and less likely to have done so through a pension.

Boris Collardi Joins EFG International

EFG achieved a solid operating result in the first three months of 2022,

Lights Out in Moscow for UBS and Credit Suisse

While rival Goldman Sachs flew its staff to the Middle East and Société Générale, with a heavy presence in Russia, pulled the plug, the lights continued to burn in the offices of the Swiss banks.

The best wealth managers in Guernsey in 2022

Guernsey is renowned for its stability, which is important for investors who want to take advantage of the island’s attractive tax regime and trust opportunities.

Mirabaud Asset Management become a member of Invest Europe

They are a guiding light within the industry, promoting best practice and holding us all to a high professional standard.

Waverton Annual Report & Accounts 2021

The four key channels in which we operate all performed well and made their own contributions to the overall success of the business in 2021.

Wealth and Asset Management