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

Breathing new life into the wealth management industry

The two most common reasons why clients leave their investment manager is underperformance and a lack of communication.

Fairstone acquires West Yorkshire advice firm

The deal brings an additional 800 clients into the group together with Utopia’s four advisers and six support staff.

How do you solve a problem like younger clients?

International Adviser spoke to The Private Office (TPO), Tilney Smith & Williamson and IWP to discuss how the UK advice market should approach serving younger clients.

Genstar Capital to acquire majority stake in Foreside Financial Group from Lovell Minnick Partners

The Company is led by Chief Executive Officer Richard Berthy and President David Whitaker, who will remain shareholders and continue in their current management roles.

Lux boutique teams up with Swiss and Belgian firms in expansion push

As part of the growth plans, the firm has also hired a former Sparinvest equity portfolio manager.

How COVID-19 accelerated the convergence of health and wealth

Though advisers have long offered health and life insurance policies, such policies are rarely integrated as part of a holistic, longevity-oriented offering.

Erik Penser selects Macrobond to boost wealth management offering

Macrobond’s integrated analytical tools enable customers worldwide to find, analyse and visualise relevant data.

Acquisitive wealth managers see revenue rise despite economic uncertainties

Looking ahead the board remains positive about the Group’s prospects with the chief executive highlighting that they’ve seen “positive momentum continue to build, with greater client activity”.

Family Offices Transfer Wealth, Rebalance Portfolios and Embrace Technology During Covid-19 Pandemic

The author of The Complete Family Office Handbook said wealth education for families has evolved during the pandemic.

Global Investment Research House Launches Fund Manager Search Engine as Part of UK Rollout

The Vadevalor fund manager search engine and ratings system is easy to use and to understand, and has been as warmly received by UK managers and professional investors as it was when we launched the platform in Spain.

Fairway Group’s Marketing team recognised for third year in a row

The Citywealth BMR Awards highlight the best brands in the private wealth industry

Top Award for Crestbridge at Brand Management and Reputation Awards

She was announced as the winner in the Career Achievement category at a ceremony hosted in London on the 22nd of June.

ZEDRA sees record new client inflows and revenue growth in the UK

Following its acquisition of Inside Pensions, ZEDRA shares its latest press release on UK growth.

More of the Same - Unfortunately

The lack of agreement at the OPEC+ meetings may lay the ground for further upside on the oil price, more upward pressure on headline inflation, and possibly some better performance from the equity oil sector.

Standard Life Aberdeen completes name change to Abrdn

The Company’s client-led growth strategy is backed by a simplified structure focused on three core growth vectors; Investments, Adviser and Personal.

Team acquires wealth manager JCAP

JCAP provides a range of cash management services to institutions, professional advisers, trustees and high net worth individuals

Suntera Granted Fund Administration Licence in Jersey

The new licence complements the group’s existing fund administration capabilities

Mattioli Woods completes private equity firm buyout

Wealth manager buys PE business

Chase de Vere reports 2.5% profit increase in pandemic year

Chase de Vere said it did not furlough any of its employees during the pandemic and its sole focus was on the wellbeing of its clients and its employees.

Raymond James opens Cheshire office for Investec duo

Audrey McKinstry and John Simpson worked together at Investec W&I for over two decades.

Wealth and Asset Management