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

Orchard Street acquires London industrial estate for UK wealth manager

The four units – situated on a seven-acre site within Chessington’s industrial estate on Cox Lane – is fully-let to three tenants.

SJP: IFAs need to ‘educate’ to recruit new advisers

“That’s our challenge: that group of people have to be engaged.”

Brexit billionaire Peter Hargreaves giving £100m to good causes

The tycoon donated £3.2 million to the Leave campaign during the Brexit referendum and was ranked 48th in The Sunday Times Rich List last year, which estimated he was worth more than £3 billion.

Julius Baer launches inaugural Global Wealth and Lifestyle Report 2020

The inaugural edition of Julius Baer’s Global Wealth and Lifestyle Report showcases the trends in high-end consumption around the world, which are of relevance to our clients.

Investors pull half a billion from Brooks Macdonald

The results also showed investors pulled £235m from the company's discretionary fund management service.

Asset Management Europe: Rothschild

2019 saw the weakest economic growth since the Global Financial Crisis, and growth is largely moving sideways at sub-trend levels.

Stonehage Fleming advises shareholders of Cinesite on the investment by Gryphion Capital

We were pleased to be able to assist Cinesite’s shareholders in identifying a suitable financial partner for the next stage of Cinesite’s development.

Oxford University to raise almost $1 billion, due 100 years from now

University set a price target of about 110 basis points above government-bond rate

Robo vs financial advice: Battle of the Canadian wealth market

Questions being raised about whether tech start-ups can dominate in the HNW sector

UBS Wealth Management Starts Cutting Jobs in Asia and Europe

Job cuts are targeted across functions focused on Asia, Europe

Mirabaud Asset Management Launches its Second Private Equity Solutin on Lifestyle Impact & Innovation

This second investment solution will enable investors to participate in new technologies, and younger brands with business innovators in the lifestyle industry.

EQ Investors hits £1billion in assets under management milestone

The landmark figure follows growing interest in sustainable investing and a rapid rise in demand for EQ’s Positive Impact Portfolios

Family office expertise

UBP offers advice for families at the crossroad of choosing between single and multi-family office

Clients pull £100m a month from Charles Stanley

In May 2019, Charles Stanley announced it was embarking on an extensive restructuring, with the aim of cutting costs and increasing its profit margin.

Wealth manager challenges market with ‘fair’ advice fee

Welsh start-up’s price plan has the potential for a big win for savers

Old Mutual Wealth adds 'scheme pays' feature to settle annual allowance breaches

Instead of building up large debts, clients can now use their personal pensions to pay their annual allowance tax charge where they have exceeded the limit.

Hargreaves defends fund underperformance in Wealth 50

Jupiter and Schroders funds singled out as buy list reaches first anniversary

Dolfin Model Portfolios Outperform Their Benchmarks

Dolfin will release its Q1 2020 investment outlook later this month with full details of the performance of all of its portfolios in 2019

Tilney pays out after failing to replace adviser

Ms L was without an adviser from July 2017 until she withdrew all her funds from Tilney in October 2018.

St James’s Place pulls plug on Irish acquisition

Halting SJP’s planned DFM roll-out on the Emerald Isle

Wealth and Asset Management