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

Wealth management firm snaps up Eastern Counties counterpart

The acquisition is part of Brown Shipley’s growth strategy to add further scale and unlock additional regional opportunities.

Global Wealth 2019: Reigniting Radical Growth

This year’s report also draws on data from more than 150 wealth managers, whose input yielded insights about the performance pressures that many firms are facing and about strategic areas for improvement.

The ‘big six’ clubs are ‘destroying the Premier League with money,’ a new study has claimed

Clear link between improving Big 6 economic performance and increasing points tally

Global Impact Investing Network's 2019 Annual Impact Investor Survey Highlights A Diverse and Burgeoning Impact Investing Market

The impact investing industry is diverse.

Ex-Julius Baer banker opens Monaco wealth management firm for billionaires

The business will offer family office and investment advisory services as well as engage in club deals.

International multi-family office expands Corporate Finance team

He has extensive investment banking and corporate finance experience

Intertrust acquires technology firm

Viteos is a tech-enabled alternative funds industry leader providing end-to-end middle and back office administration for top tier hedge funds, private equity, real estate, private debt and other alternative asset managers.

MFS and Deutsche Bank sign partnership agreement in Italy

This is an important step in achieving our ambitious growth aspirations in Italy as we deepen our relationships with our Italian client base.

Wealth manager launches new investment service for American ex-pats

The announcement comes on the day that American ex-pats have to file their tax returns and pay what they owe the US Inland Revenue Service (IRS).

Invesco targets wealth market with £1 per client MPS

Invesco will launch a model portfolio service (MPS) this summer which uses proprietary Intelliflo technology.

HSBC Private Bank to Slash 32 Jobs in Lux

Trade unions and staff delegations have negotiated a social plan including measures to support employees with a view to professional reclassification, and financial compensation.

Quilter backs planned ban on platform exit fees

It wants to see fund managers carry out “in-flight” share class conversions as investments are transferred to facilitate in-specie transfers.

Millennials and investing: a detailed look at approaches and attitudes across the globe

The study identifies wider lifestyle choices and behaviours across this age bracket that may influence their relationship with saving and financial management.

Why the wealthy are investing directly in private companies

For individual investors, the routes into private equity have become more sophisticated and varied

The tapered annual allowance – what high earners need to know by Penny Lovell

The HMRC guidance provides help on how to calculate the income thresholds

UBS' Wealth Management Business Could Cross $19 Billion In Five Years

Before the 2008 recession, Wealth Management and Trading Revenues contributed equally (around 35%) to UBS’s total revenues.

Private Banking London Award winners announced

All of PBI’s awards undergo a rigorous selection process before being appointed by an independent judging panel.

Six new acquisitions take Succession past £8bn AUM

55 deals since 2014

Crestbridge sets up ManCo branch in London in light of Brexit

Daniela Klasén-Martin, group head of management company services at Crestbridge, said: “Irrespective of when and how the UK exits the EU, it is almost inevitable that the position on cross border passporting of financial products between the

Why are high net worth investors turning to fund structures?

Typically funds are set up in Cayman, Jersey, Guernsey, Luxembourg or Dublin, although US resident investors may invest in US structures.

Wealth and Asset Management