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

At Banque Havilland, Abu Dhabi’s Crown Prince Was Known as ‘The Boss’

A private bank in Luxembourg provided special treatment, including advice on how to attack Qatar’s financial markets.

Pin put in plans to combine PraxisIFM and Oak Group

Both companies are going through a period of change and it simply wasn’t the right time.

PE firm sets aside millions to buy into advice sector

Private equity investment has become a prominent theme in the wealth management landscape in recent years.

Lessons from 2020

Academics have argued for years that the US is past its best.

Schroders completes acquisition of wealth management family office specialist

The founder of Sandaire, Alex Scott has remained with the business and taken the role of Chair of Schroders Global Family Office Services.

‘Get what you need’ – Guernsey’s appeal for funds

The development of economic substance requirements has also served Guernsey well

IQ-EQ assists Cordovan Capital Management with first institutional fund launch

The new fund is aiming for its first close imminently and will be targeting a total AUM value of £50 million.

Ocorian shortlisted in three categories in Citywealth IFC Awards 2021

Judged by an international panel of highly respected practitioners from all private wealth sectors covering all the jurisdictions, the winners are those judged to have excelled in achievement, innovation, expertise and service.

Private Wealth Financing Sustainability - Guernsey case studies

Guernsey has also been forefront in the development of world-leading green products and services - including launching the world's first green fund regime in 2018.

MAST 2021 Outlook: The Great Normalization

After a challenging 2020, we are optimistic 2021 will be much better although it may take a few months to get the pieces in place for a pronounced recovery.

Use the Christmas period to get on top of your finances

Now is the time to take stock and make sure you’re financially fit for the coming year

Are you leaving town?

Their motivation will more driven by virus fears, avoiding crowds and increasing crime rates.

Schroders completes acquisition of multi-family office Sandaire

The deal, first announced in September, has achieved regulatory approval.

Schroders gets £75m minimum for first UK social impact trust

The trust offers investors a low real rate of return but the prospect of doing good with their money.

Financial planner sets sights on £4bn AUM

The advice firm has also pledged to raise £4m for charity through The Equilibrium Foundation.

Markets Slowed on Brexit Uncertainty

There was mixed news in the US, as jobs data and COVID-19 case numbers pointed towards the ongoing damage created by the pandemic. However, hopes also grew of an economic stimulus package being agreed in the near term.

Covid-19 Philanthropy: Spotlight on Major Giving in 2020

The report also discusses why major giving is different from other forms of funding and considers the many benefits it brings to the organizations that harness its potential.

And Finally…?

A desire for a deal must exist with neither side wanting to be seen to walk away.

IQ-EQ Roundtable Insights

Over a similar time period, as family wealth has grown, so too has the job of managing those assets.

Our CEO Ruth Handcock talks customer service at Octopus Investments

To celebrate, Octopus Investments CEO Ruth Handcock, discusses what these awards mean to her and the company.

Wealth and Asset Management