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

What wealth managers can do to get Brexit-ready

Most boardrooms and executive management teams acknowledge that it’s the biggest challenge in what could be the largest ever upheaval of the UK’s financial markets.

Investment management group halves gold exposure in its fund range

The gold trade, which we initiated at the end of 2015, has served portfolios well, especially as we moved through a period where markets have been driven more by liquidity than fundamentals.

Standard Life Aberdeen backs £17.5m Saranac fundraise

There two new groups joining the shareholder list, the Noé Family and US based structured credit firm Zais Group.

WH Ireland joins Research Tree’s growing platform

"...we see Research Tree as a great way to help us in maximising the distribution of our research offering"

Pub Club with Andrew Davies, LGT Vestra

Davies last met us in 2016 not long after the office had opened and he had made the move from Barclays Wealth & Investment.

GAM expects increase in pre-tax profits

All the aforementioned figures for the first half of 2018 are estimates and the final results will be released on 31 July 2018.

Sector organisations hope to raise extra £2bn from wealthy people

The Charities Aid Foundation and 70 wealthy people have agreed to collaborate in the as yet unnamed venture

Liontrust reports net inflows of £320m in Q2

‘The quality of our fund management teams is a key differentiator for Liontrust and means the Company is well positioned to continue to grow.’

UBP expands its euro fixed-income offering

The fund is currently available to investors in Austria, Denmark, Finland, France, Germany, Italy, Luxembourg, the Netherlands, Norway, Sweden, Switzerland, and the United Kingdom.

Berenberg wins first FTSE 100 broking client

Germany's oldest bank that is trying to win more work with the UK's largest companies

Harwood Wealth takes advantage of consolidation

The spree included four independent financial advisers, while non-binding terms were agreed with a further 18 companies.

Ireland is new favourite for wealthy Chinese emigrants

The findings in the report, carried out by Hurun in association with immigration legal services provider Visas Consulting Group, are based on a survey of 224 Chinese high net worth individuals.

STEP renews MPI contract

The new system will be rolled out from September 2018.

Old Mutual Wealth buys £100m Carlisle IFA

The new advisers 'bring high-quality expertise

Jupiter unveils absolute return fund in Merlin multi-manager range

Run by Independent Funds team

Old Mutual and Friends Provident facing prospect of multi-million pound class action over mis-selling claims

UCIS are not available to regular investors in the UK due to their risk and the fact that they are not covered by the oversight of watchdog the Financial Conduct Authority.

Former Zurich boss sets up HNW broker

We don’t have the pressures and challenges that can come with size

Ex-Odey wealth director opens up family office to market

Joining him are former Odey colleague Chris Stewart and ex-Goldman Sachs director Andrew Cox.

Wealth manager to add €3bn to assets under management

Company intends to grow its new business assets to €30 billion by end of 2019

Office Spotlight: Canaccord Genuity Wealth Management, Guernsey

Q&A with Andy Finch, head of wealth management and international sales director, Canaccord Genuity Wealth Management, Guernsey

Wealth and Asset Management