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

Ex-1825 duo team up with multi-asset pair for new Raymond James firm

Tony Moss and Robert Goldschmidt have set up a new investment business, with multi-asset duo Simon Evan-Cook and David Jane sitting on its investment committee.

Advancing the State of the Art

Successfully harnessing technology in a complex and heavily regulated industry is not easy, even when there is great enthusiasm for it.

Schroders brings together its private assets capabilities under Schroders Capital brand

Schroders is further delivering on its growth strategy with the launch of Schroders Capital, a new brand for all our private assets businesses.

Review of the week: A changing tune

After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.

UK Private Bank unveils new sustainable bank card

The eco-friendly cards will be introduced over a three-year period to avoid generating additional waste by replacing plastic cards before the end of their natural life cycle.

UBS Covets Dutch Asset Manager Up For Grabs

The asset management business of Switzerland's largest bank, now overseen by Suni Harford, has been the subject of merger rumors for some time.

JPMorgan's asset, wealth management division exploring acquisitions -executive

While JPMorgan has looked at a number of possible deals, the bar for an acquisition is high.

Nico Rosberg to become Julius Baer's global brand ambassador

As ambassador and partner of Julius Baer, he will stand for the Bank’s commitments and initiatives in the areas of sustainability, sustainable investing and future trends.

Scottish Investment Trust invites proposals from external managers

It added there was “no certainty” any changes would result, with the board noting “strong recent short-term performance

Repatriation advice is a ‘growth area’ for 7IM-backed UK firm

Expats need to think about finances ‘about 18 months before’ they come back

Mattioli Woods raises £2m for acquisitions

There are also 13,757,512 conditional placing shares and 108,355 primary bid offer shares to be admitted to trading.

Barometer: A little less growth, a little more inflation

Economic growth will soon slow but inflationary pressures could linger for some time. Which means investors should consider a more defensive stance.

Invesco Expands Relationship with BNY Mellon for Transfer Agency Services

BNY Mellon has successfully onboarded Invesco for transfer agency services in UK and Luxembourg

Intesa Sanpaolo Private Banking and REYL & Cie ink strategic partnership

The partnership enables Fideuram - ISPB to strengthen significantly its international wealth management activities and to continue playing a leading role in the ongoing consolidation of the Swiss financial sector.

Lumin Wealth buys Hertfordshire-based financial advice firm

Brings AUM to £600m

Boldly going where no one has gone before

Concerns are regularly raised about ‘prices have gotten ahead of themselves’ and ‘never has the price been higher for this asset’.

Van Lanschot Kempen: 2021 AGM decisions and outcomes

The AGM took due note of the company’s intention to appoint Erik van Houwelingen as a member of the Management Board, with responsibility for Investment Strategies & Solutions.

Schroder BSC Social Impact Trust demonstrates tangible local impact of investments with pioneering interactive map

This fully interactive map also includes regional breakdowns in order to show where in the UK the impact is taking place, as well as greater transparency on which organisation the Trust is invested in.

Why modern-day wealth managers need to expect the unexpected

The investment maturity and sophistication of the next generation should not be taken lightly and if they expect to generate 10% - 15% revenue out of their capital, wealth managers need to deliver quickly.

Rosie Reynolds Marketing joins as the latest PIMFA Plus Partner to help firms develop their digital futures

Rosie Reynolds Marketing offers tailored solutions for businesses to achieve their digital marketing goals such as email campaigns, social media support, website content and design, SEO, social media and Google Ads.

Wealth and Asset Management