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

Wealth manager buys London adviser

The Private Office was founded in 2008 and now has more than 2500 clients, 31 advisers and four trainee advisers.

Hargreaves Lansdown Makes Solid Start Amid Growth In Assets

Assets under administration at the period-end totalled GBP101.8 billion, up on GBP99.3 billion as at June 30 and GBP94.1 billion a year ago.

Merian Global Investors to acquire multi-asset business

The investment team will be accompanied by three system analysts who have played a key role in evolving the desk’s investment process.

Wealth manager buys third London Financial Planner

TPO chief executive, Stuart Phillips, said: “The deal strengthens the firm’s London presence and creates a platform for further natural growth”.

Corporate governance: the longest play of all?

Essentially it is that companies are analysed more extensively than ever before on their corporate governance.

Wealth firm eyes clients shaken by ‘rock-star’ manager failings

It has attracted more than £1bn of assets under management since launch four months ago

Handelsbanken: High on risk, low on ammo

The unemployment alarms may have been a disruptive factor in the run-up to this winter’s collective wage agreement negotiations, which will determine new salaries for around 2.8 million Swedes.

GAM denies takeover rumours

GAM said its board is open to assessing all options that would maximise value for shareholders.

Global Market Insights by WHIreland

It would now seem as though they are in ‘pause mode’ and that the members are becoming divided over the next direction of action.

Liontrust assets up 15% as inflows soar

The net inflows have been achieved at a time of uncertainty for retail investors in the UK.

BMO Gam upsizes low-cost range to rival 7IM and AJ Bell

Paul Niven’s range has amassed £300m since launch two years ago

Sanlam Investments launches US Absolute Return Fund

Tom Carroll, Head of Asset Management at Sanlam Investments said: “It remains a hugely challenging environment for investors seeking positive returns amid volatility.

Balance of payments current account: still running deficits

Putting aside the erratic quarterly movements in 2019Q1 and 2019Q2 for a moment, the current account deficit tended to improve in late 2016 and 2017

Wealth firm Saranac racks up £45m loss since 2016 launch

The wealth firm, which was set up by former Barclays wealth chief Tom Kalaris, lost another £13.3 million in 2018, although it remains optimistic about breaking even by 2020.

Future of Wealth Management

A strong final message from the panel was regarding the risk of public beneficial ownership registers to the safety of high net worth families.

Wealth Transfer for the next generation in Monaco

It might be a surprising fact, that the Principality of Monaco protects the primary family member and not the relatives; therefore, Monaco supports the direct line of descents.

HSBC forecasts economic slowdown in Q4, rules out recession

The bank adopts a mild risk-off stance on equities with a preference for defensive sectors over cyclicals

Unigestion and Allianz Bank partner to offer multi-asset fund in Italy

Allianz will offer the strategy via their internal fund, X-team Unigestion Navigator, on the Unit Linked Challenge Pro platform.

ZEDRA announces an agreement on the acquisition of Talenture in Ticino

The Lugano office will be ZEDRA’ s fourth in Switzerland and importantly will expand its footprint into the Italian-speaking region of the country.

The Fiducia Group launches new Corporate Finance division

Fiducia Corporate Finance will operate in the UK, and across European and global markets both for introductions and placements.

Wealth and Asset Management