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

VP Bank (Luxembourg) SA completes acquisition of Private Banking of Öhman Bank S.A. in Luxembourg

This transaction in the form of an asset deal was successfully completed as planned on 1 January 2021.

2021 UK and Global economic outlook

The report finds that the unprecedented nature and size of the economic shock could negatively impact family planning.

Quilter offers bonus for moving assets onto ‘matrix’

This was cross-examined by a High Court judge, and Quilter did not dispute the finding that it offered a “matrix bonus” of 0.065 per cent of moved clients’ assets into its Core Investment Proposition.

Quilter readies for final platform migration in February

Last year the company moved to split the second part of its migration into two phases in a bid to manage logistical constraints presented by the coronavirus crisis, with the final of these stages scheduled for next month.

Financial Planner receives MBE

John’s fundraising efforts have helped raise more than £1 million, and he said he was stunned when he received an email about the New Year honour.

Global network enters UK market with IFA acquisition

It has wasted no time in getting a foothold in the UK after announcing in December 2020 that it had purchased three Australian advice firms.

Wealth manager secures millions in PE backing to pursue deals

Advanta Solutions employs around 60 staff and manages almost £500m in assets, a figure which has grown from £200m three years ago.

RPA Extend Exclusive Wealth Management Partnership with Sanlam UK

During the last three years Sanlam UK have played an invaluable part in the support we offer our membership

Sanlam Investments to take on eight Smith & Williamson-managed funds

As part of the arrangement, later in Q1 2021 Sanlam will also take on the investment management responsibilities of the Smith & Williamson Global Gold and Resources Fund which will continue to be managed in Toronto by AGF as sub delegate investment ma

Wealth management firm set for 2021 growth with new Gateshead HQ

The office launch follows news in the summer of last year that the firm had acquired the North East IFA Pension Matters.

Banque de Luxembourg consolidates AM units into €18bn arm

The teams’ formidable experience will be the foundation for the development of our business in a constantly-evolving market and regulatory environment.

Natixis to Sell H2O Stake to Investment Firm’s Management

“It’s subject to regulatory approval, and we’re doing this in an orderly manner in a transition that has at the heart of it the interest of our clients.” For much of the past decade, H2O has been a jewel in the crown of Natixis&am

Diary of a Fund Manager - Mind the Gap

The seasonal tranquillity was disturbed by the need to pay attention to latest US stimulus package and Brexit.

Eric Syz: ‘80% of active managers are index huggers’

Private banking chief on succession, searching for alpha and partying with Andy Warhol

Tyneside wealth manager Seven Bridges fuels new growth with office move

The firm is also launching a recruitment drive after moving to new offices in Gateshead

It's a happy New Year for AJ Bell's founder as he cashes in £17m of shares in the investment platform

Bell, a 54-year-old father of four, owes almost the entirety of his wealth to the company he founded and now leads.

Banks fall on lack of clarity for financial services

‘Nerves remain over what deal will be struck in 2021 when it comes to financial services’

Working for a Shrinking Asset Manager Is No Fun

The logic that compelled Standard Life and Aberdeen to merge is still persuasive.

EM local bonds shine in a low-yield world

With developed market yields stuck at zero, EM local bonds look increasingly attractive, especially given these economies' strong fundamentals.

Going Multi-Asset and Emulating the Funds Sector is the way Forward for 2021

This share, listed in London, should be a reasonably straightforward way to double your money in 2021.

Wealth and Asset Management