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

Credit Suisse Takeover Fears Can Be a Good Thing

A deal would impose much-needed cultural change on the Swiss bank.

Liontrust merges away A-rated manager's European fund

Citywire A-rated Thomas Smith's Liontrust European Opportunities fund has been merged into the Liontrust European Growth fund.

Lombard Odier wins award for sustainable investment technology

This marks the third time Lombard Odier has won an award.

EY and Sionic named Europe’s top wealth management consultancies

EY enjoyed a double scoop, also picking up the M&A Advisor award, while the Big Four giant received a highly commended score in the Wealth Management Thought Leadership category, behind winner BNP Paribas.

Davy race narrows as Goodbody deal clears hurdle

US private equity firm Carlyle and Irish group Melior Equity Partners no longer in running

Accuro accredited as a STEP Platinum Employer Partner

Accuro continues to demonstrate its commitment to learning and development which is championed from the top of our organisation.

Value for money a priority for wealth managers’ clients

Lockdown has given customers the opportunity to scrutinise fees and charges

Advisers launch a tech revolution to tap the wider market

Wealth managers create ‘hybrid’ services that combine low-cost digital advice with face-to-face options

Ocorian acquires Nordic Trustee as it targets growth in fast-growing regional bond market

Ocorian, which has a presence in Bermuda, said the acquisition was part of its strategy to build its capital markets offering

Cazenove Capital’s top talent celebrated in Spear’s 2021 Wealth Management Index

The Spear’s Wealth Management Index celebrates the most accomplished wealth managers in Britain’s HNW and UHNW segment of the Wealth Market.

Credit Suisse could seek UBS merger after Greensill and Archegos scandals

The Greensill Capital collapse, which was triggered when it suspended $10bn in funds used by the supply chain finance firm, also impacted.

Wealth managers need to hear diversity’s call

Companies take tentative steps to breaking traditional mould

Fairstone bolsters growth plan with another acquisition

The deal came on the back of Fairstone having secured additional investment from global private equity house TA Associates.

Macfarlanes advises on sale of wealth management firm

The sale, which remains subject to regulatory consent, is expected to close in the third quarter of 2021

Rathbones has £60m war chest for further acquisitions

"We were fortunate that Ipiris, who previously owned it, were looking to sell.”

PIMFA welcomes Treasury Select Committee report recommending change in culture at Financial Conduct Authority

But as the Treasury Select Committee says in its report, the FCA must set milestones for change to be achieved.

Stanhope Capital Group launches Stanhope FFT Global Ventures

Venture capital has historically presented investors with returns substantially in excess of public equity markets and other private market strategies.

Raymond James unveils new employment model to spur UK growth

The model became popular with entrepreneurially minded wealth managers who wanted autonomy over their investment decisions and to put their clients at the heart of their business.

Liontrust doubles profits after acquisitions

The group now has assets under management and advice of £30.9bn, an increase of 92 per cent on the £16bn figure for 2020.

Lost Fortune Pits Rich Russian Against Rothschild in New York Court

Oil magnate Sergey Bogdanchikov claims the bank lost half his $150 million portfolio in a kickback scheme.

Wealth and Asset Management