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

Two CIFP firms choose PortfolioMetrix as investment management partner

Two award-winning Chartered Independent Financial Planning (CIFP) firms have chosen PortfolioMetrix as their investment management partner.

Broken taboos by Pictet

European leaders may not reach a final agreement on a recovery fund at the European Council meeting in mid-June.

Rathones manager spent £200m on shares as market crashed

Mr Thomson deploys the growth style of investing, which has generally performed well during the pandemic as investors have focused on companies that have predictable earnings.

Tilney slashes cash payout to S&W holders in new merger deal

Backers will receive 10% less in cash with the difference going into illiquid preference shares.

Benchmark Capital invests in specialist retirement planning firm - TRPP

TRPP are experts in investment and retirement planning with an excellent reputation for their specialist pensions advice service.

LGT study - Swiss investors learn from crises, but remain true to their investment mix

Swiss investors learn from crises, but remain true to their investment mix From the financial crisis of 2008 to the corona crisis in spring 2020: high-net-

Infusive Asset Management’s UCITS Fund Becomes Available to UBS Private Wealth Management

The UCITS Fund offers an investment strategy focused on sought after companies that provide joy and happiness to consumers

PM+M launches free funding, R&D and wealth management virtual consultations

They also need to be aware about when liabilities will become payable.

Phoenix set to jack Whitehall profile

Phoenix will be responsible for building and managing Whitehall’s profile across a broad media set and for managing the Company’s social media channels.

Heritage Reflections

This equation, time and listening, comes up according to the events and moments in their lives.

Private bank loses CHF 1m in transaction mix-up, report says

The newspaper reported that CEO Holger Mai said the order was ‘mixed up’ and that it happened as part of a hedging strategy.

The women shaking up wealth management

Three female leaders take strikingly different approaches to managing money

Coutts is one big family in its heritage-led rebrand

FutureBrand has overhauled Coutts’ visual identity, replacing its “unapproachable” image with branding that emphasises its family and historical roots

Pictet expands equity range with family-focused fund

Swiss group launches new strategy designed to tap opportunities provided by family-owned stocks.

Thomas Miller buy helps Canaccord weather Q1 storm

Revenue at Canaccord Genuity’s European wealth division climbed 8% in Q1 as higher turnover and its 2019 purchase of Thomas Miller helped offset tumbling assets.

Mattioli boss takes further salary cut

This is expected to create an annual saving of £400,000.

Planning for all eventualities can cushion you from the shock of a crisis – Susie Hillier

Modelling affords clients clearer visibility of what’s to come

We are family and the vital role of the Family Office

Despite family offices not being directly regulated in either Jersey or Guernsey, regulation is a factor for families to consider.

Zedra Fund Services report little fallout from Covid-19

ZEDRA Fund Services is optimistic about the broader range of new business opportunities that could arise, in particular seeing private funds as a significant growth area

AFH pauses acquisitions for second time in 10 months

In today's update the company said: "Following a period of consolidation, the group is continuing to focus on cash generation and organic growth.

Wealth and Asset Management