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

Neglecting the non-financial risks to family wealth could have severe financial consequences

Families must address all four pillars of capital to achieve long-term success.

Financial Adviser School provides free training for first module

The module, Financial Service, Regulations and Ethics (FSRE) is the first of three modules needed to obtain the Level 4 qualification from the London Institute of Banking and Finance, enabling graduates to become a UK financial adviser.

Six top DFMs back new wealth ratings service

Six DFMs have backed a new academy from RMSR that will rate wealth managers on the services they offer to advisers.

Why family businesses are in a strong position to ride out the storm

Keeping it in the clan brings an inner strength… but it's just as important to know when to let go

Ogier advises on sale of independent trust company

Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.

Strategic- Partnership For Pam And Fidelius

Chartered Financial Management (UK) Ltd advisex on £250m of clients’ assets and Zen Wealth has assets under advice of £30m.

Fund managers prepare to return to the office

Amundi, BlackRock and LGIM are opening up buildings in Europe following the pandemic

Specialist asset management boutique underlines longstanding commitment to the Creative Arts

The Creative Arts sector has been badly impacted by the pandemic

Male bankers are the only workers to avoid coronavirus pay cut

Other sectors have been much harder hit: average weekly pay for men working in accommodation and food services has fallen

Market Commentary: Walker Crips

Emerging market bonds have seen their premiums recover more than half of the crisis-induced run-up, despite their economies being the hardest hit by the collapse in commodity prices and economic activity.

Ex-Brooks Macdonald International CEO sets up Jersey firm

It will offer investment services to private clients, fiduciaries and family offices

Deutsche Bank to create International Private Bank

Claudio de Sanctis, most recently Global Head of Wealth Management, will become Head of the International Private Bank and CEO EMEA.

Lombard International Assurance joins LPEA as a full member

Lombard International Assurance serves HNW investors in helping structure their portfolios in an efficient manner

When Wall Street wakes up to Main Street - Fidelity CIO

This turn in market sentiment is further supported by some of the data that we are seeing from China

Tilney enhances support for sports professionals

The Tilney Private Sports team will augment the work of the firms’ existing expertise in advising sports professionals.

IWP scoops up Clairville York Financial Advisers

The firm is staffed by six advisers.

GAM Gives Suitors Cold Shoulder

GAM reported a loss of 3.5 million francs last year, which stands in stark contrast to the loss of 916.8 million francs in the catastrophic year of 2018.

Berenberg and Moonfare launch private equity platform for private customers

Berenberg Wealth Management offers each individual customer a personalised service.

Sanlam UK adds Global Listed Real Estate to its range for UK investors

The addition of the Global Real Estate fund to the Sanlam suite of funds marks a further step forward in Sanlam’s ambition to expand its fund offering to UK investors.

Twenty in 2020!

2020 sees MilleniumAssociates celebrate 20 years of exceptional independent M&A and corporate finance advisory service

Wealth and Asset Management