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

Julius Baer is pleased to be the Headline Sponsor for the EY Entrepreneur of the Year Awards in the UK

The programme looks to recognise and celebrate talented individuals

Morgan Stanley Strategy Challenge to Benefit 12 Nonprofit Organizations in the U.S. and UK

Over the next 11 weeks, teams of Morgan Stanley employees in New York and London will work virtually with leadership teams at 12 nonprofit organizations to provide strategic recommendations to address their mission-critical challenges.

SJP partner firm acquires Manchester financial planner

Deal is a ‘significant milestone’ for its growth strategy

Credit Suisse CEO Gottstein earns less than predecessor Thiam

The recent collapse of around $10 billion of funds related to British supply chain financier Greensill has put fresh pressure on him.

Credit Suisse is overhauling its asset management business and has suspended bonuses after Greensill collapsed

Credit Suisse stuck to its guidance on capital and said plans to buy back at least 1 billion Swiss francs ($1.1 billion) worth of stock this year were still on.

Knox group of companies expands into UK TCSP services

James Heathcote, Director at KHT UK said: “With a raft of recent tax changes, as well as further legislative changes undoubtedly on the horizon, the demand from clients for UK TCSP services has become increasingly apparent.”

“Smart Alpha” – a new way to tap into active investment strategies

A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.

CREALOGIX reports sales growth and improved profitability in the first half of 2020/2021

The CREALOGIX Group has successfully taken its place amid the international competition in the first half of 2020/2021

The power of collaborative leadership

Entrepreneurship is not for everybody.

SJP award winner seals advice firm acquisition

The acquisition means that Oakmere Wealth Management now employs a total of nine staff, with Walsh continuing to serve his clients and provide ongoing financial advice.

Hargreaves Lansdown expects profit ahead of market forecasts

Hargreaves recorded annual pretax profit of GBP378.3 million in financial 2020.

SEI Drives Global Momentum in Wealth Management Market

Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment

Kate Elliot, Rathbones

From the outside looking in, sustainable investment analysis may seem like information overload. Amid all of the data, is it possible to see both the forest and the trees? Rathbone Greenbank deputy head of research Kate Elliot says yes.

What has changed in the way wealthy families structure their wealth

Even in a typical year, it isn’t easy to organise a meeting so that everyone is present. It is especially challenging to bring families together who live in different countries, as is increasingly the norm.

London Calling Report 2021

London is well known for its welcoming environment and ease with which entrepreneurs can do business.

Close Brothers: Half Year Results

The group maintained a strong capital, funding and liquidity position.

In a strong wind, even turkeys can fly

Then there is the constant fear of inflation spilling over from the financial world to the real world, especially as bond yields have more than doubled in a matter of weeks due to rising inflation prospects

WeekWatch by St. James's Place

The S&P 500 index of large US companies ended Thursday at a record high.

Future of wealth operations: An impetus for change

The need for wealth operations to increase enterprise value is stronger than it’s ever been, requiring leaders to think differently

Standard Chartered research finds continued confidence in growth outside home markets amongst European and US companies

Asia remains a major growth region with Africa and Middle East seeing incremental increase

Wealth and Asset Management